Business Planning Financial Analyst

EOS IT Solutions

. Direct the organization’s financial processes supporting planning, reporting, budgeting, purchase orders, and accruals .

Posted 10/21/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, analysis, and reporting, with a strong focus on budgeting, forecasting, and variance analysis. Proficient in collaborating with cross-functional teams to enhance financial performance and support strategic decision-making.

Highest-signal resume keywords

Financial Planning & AnalysisBudgeting & ForecastingFinancial ModellingMicrosoft Excel ProficiencyAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningBudgetingForecastingFinancial ModellingVariance AnalysisProcurement SystemsData AnalysisCash Flow ManagementReportingBudget Code Tracking

Soft Skills

Communication SkillsAttention to DetailOrganizational SkillsInterpersonal SkillsFacilitation Skills

Tools & Technologies

Microsoft OfficeMicrosoft ExcelPredictive Reporting ToolsProcurement Systems

Certifications & Qualifications

Bachelor’s Degree in FinanceMBA (Nice to Have)

Industry Keywords

Financial ProcessesStrategic PlanningBusiness AnalysisFinancial PerformanceProcurement Goals

About the role

Key responsibilities & impact

Direct the organization’s financial processes supporting planning, reporting, budgeting, purchase orders, and accruals
Collaborate with managers, functional leaders, and Finance Business Partners on quarterly and annual budgets and projections, including documentation of financial processes
Analyze financial variances for projections and budgets
Manage routine and advanced finance processes, including budgeting, cash flow management, predictive reporting tools, workflow design, and partner negotiations
Support long-term strategic planning, annual budgeting, and financial planning with leadership
Complete assignments using current subject knowledge, organizational procedures, data, and resources; collaborate cross-functionally to solve business problems
Present recommendations to enhance financial performance and business opportunities
Advise executive management on financial implications of business activities
Reinforce strategic planning, forecasting, budgeting, and reporting processes
Analyze financial results against budgets and forecasts, communicate variance root causes, and highlight financial trends through reports
Provide ad hoc analytical financial support
Ensure timely and accurate procurement-system data inputs and identify process improvements
Review and approve purchase requisitions for quality and alignment with procurement goals
Create and track budget codes to monitor departmental financial performance
Coordinate communication among procurement, business, buyers, finance, vendor management, and suppliers
Assist in distributing and diversifying funds across teams
Collaborate across organizational levels, functions, businesses, and geographies to understand procurement goals

Requirements

What you’ll need

Bachelor’s degree in finance, accounting, or economics or related work experience
Proven experience as a Financial Planner & Analyst
3–5+ years of financial planning and business analyst experience with strong administrative skills
Expertise in finance best practices and ability to explain fundamentals to individuals at all levels, including directors and executive leadership
Hands-on experience creating and modelling financial statements
Analytical skills including financial modelling, forecasting, and budgeting
Proficiency in Microsoft Office applications, advanced knowledge of Microsoft Excel, and experience with procurement systems
Solid written and verbal communication skills
Strong facilitation, training, and troubleshooting skills
Strong attention to detail and highly organized
Superior analytical and modelling capacities
Ability to work in a fast-paced environment and manage multiple workloads, priorities, and deadlines efficiently
Personal drive to start projects and see them through to completion
Ability to work with key stakeholders in strategic planning and provide timely reporting of results
Excellent interpersonal and relationship-building skills across all organizational levels
Ability to communicate financial issues to stakeholders and provide solutions
MBA nice to have

Benefits

Comp & perks

Equal opportunity employer
Diverse and inclusive work environment