Financial Planning & Systems Analyst

Financial Planning & Systems Analyst

We are seeking a motivated and proactive Financial Planning & Systems Analyst to join our Finance and Business Line Operations teams. This is an exciting opportunity for a finance professional with 2-5 years of experience who thrives at the intersection of financial analysis systems development and business operations. The ideal candidate is eager to learn skilled in financial modeling and comfortable navigating both financial systems and strategic planning. This role provides a clear growth path to take on increasing responsibility for financial forecasting system development reporting and strategic analysis.

Responsibilities

Financial Planning and Analysis:

• Build and maintain financial models to support the companys revenue expense and profitability forecasting.
• Lead the annual budget process partnering with Finance Business Line Ops and Leadership to align targets and assumptions.
• Evaluate strategic options to identify value-added objectives and support decision-making across the organization.

Cross-Functional Collaboration:

• Partner closely with Business Line Ops to support xP&A modeling related to staffing demand project profitability and rate setting.
• Collaborate with Finance leadership to refine reporting packages and maintain data integrity across OneStream applications.
• Communicate insights and recommendations clearly to stakeholders across departments.

OneStream Development and Administration

• Maintain and enhance internal OneStream applications to support budgeting forecasting and reporting needs across Finance and Business Line Ops.
• Manage system structures metadata workflow components and calculation logic to ensure data accuracy and consistency.
• Partner with internal stakeholders to design test and deploy updates or new functionality that improves usability and supports evolving planning needs.

HubSpot Management and Reporting:

• Serve as the HubSpot administrator for the organization driving utilization and reporting improvements.
• Support Client Engagement and Business Line Ops teams by maintaining accurate CRM data and building dashboards to track sales pipeline client activity and revenue projections.

Qualifications

Education:

• Bachelors degree in Finance Accounting or a related field.

Experience:

• 2-5 years of experience in financial planning and analysis auditing or a similar role.
• Previous experience in a professional services firm is strongly preferred.
• Exposure to professional services business models and financial structures.
• Prior HubSpot experience NOT required.
• Prior OneStream development experience NOT required.

Technical Skills:

• Advanced proficiency in Microsoft Excel including financial modeling.
• Familiarity with financial reporting systems such as OneStream tools and other BI platforms is a plus.

Core Competencies:

• Eager and Proactive: Self-motivated with a strong desire to learn and grow.
• Detail-Oriented: High level of accuracy and attention to detail financial analysis and reporting.
• Strong Analytical Skills: Ability to interpret financial data and provide actionable insights.
• Collaboration: Works effectively in a team environment and communicates clearly with stakeholders.

Required Experience:

IC