Financial Planning Analyst @Oneplan

[Hiring] Financial Planning Analyst @Oneplan

Feb 14, 2025 - Oneplan is hiring a remote Financial Planning Analyst. 💸 Salary: unspecified. 📍Location: USA, UK, Canada, India.

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Role Description

We are seeking a detail-oriented and strategic Financial Planning Analyst to join our finance team. This individual will play a key role in driving financial planning, forecasting, and analysis to support decision-making across the company. You will collaborate with department heads and senior leadership to develop budgets, analyze financial data, and provide insights to optimize performance and support growth.

Lead the annual budgeting and forecasting process, ensuring alignment with company goals and strategy.
Develop and maintain financial models to track business performance, including revenue, expenses, cash flow, and profitability.
Perform detailed variance analysis and provide insights on discrepancies between actuals and forecasts.
Create monthly, quarterly, and ad-hoc reports on financial performance for leadership and key stakeholders.
Monitor KPIs, identify trends, and recommend actionable solutions to optimize business performance.
Work closely with department heads to ensure budget compliance and provide guidance on financial planning.
Assist in long-term strategic planning and scenario analysis to support key business decisions.
Stay up-to-date on industry trends and best practices to improve financial processes and reporting.

Qualifications

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3-5 years of experience in financial analysis, planning, or a similar role (preferably in a SaaS or tech company).
Strong proficiency in financial modeling, forecasting, and budgeting tools (e.g., Excel, Power BI, or similar).
Experience with SaaS metrics and financial reporting (e.g., MRR, ARR, churn, LTV, CAC).
Excellent analytical skills and attention to detail.
Strong communication skills with the ability to present complex data in a clear and concise manner.
Ability to work independently, manage multiple projects, and meet deadlines.
Familiarity with accounting principles and financial reporting software (e.g., NetSuite, QuickBooks, or similar).

Benefits

We’re a remote-first company with team members across the USA, Canada, UK, and India!
OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
We’ve been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
We offer comprehensive health, dental, and vision benefits, with additional insurance options.
Employer RRSP and 401K matching programs.
A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!

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Before You Apply

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📍	Be aware of the location restriction for this remote position: USA, UK, Canada, India
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

Back to Remote jobs > Finance / Legal

Financial Planning Analyst @Oneplan

Finance / Legal

Salary 💸 unspecified	Remote Location USA, UK, Canada, India
Job Type full-time	Posted Feb 14, 2025

Apply for this position Unlock 55,373 Remote Jobs

️

📍	Be aware of the location restriction for this remote position: USA, UK, Canada, India
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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