Analyst, Financial Planning

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. A reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.

• Must be a self-guiding problem solver who can independently develop solutions when given limited direction.
• Proven ability to develop financial models, processes, and reporting structures from scratch.
• Strong analytical mindset with the ability to interpret financial data and present actionable insights.
• Must be able to operate in a dynamic environment where priorities shift, requiring adaptability and critical thinking.
• Significant experience working with corporate budgeting, forecasting, and performing variance analysis.
• Ability to develop rolling balance sheets, cash flow statements, and revenue projections.
• Familiarity with financial planning software and industry best practices.
• Experience with constantly evolving budgeting processes due to business changes is highly preferred.
• Must be an approachable and effective communicator who can translate complex financial data into clear, actionable insights.
• Strong ability to collaborate with Chiefs and department heads.
• Comfortable working in cross-functional teams and handling high-visibility projects.

TRAVEL REQUIREMENTS

Occasional travel may be expected for this role, (no more than 5%).

EDUCATION and/or EXPERIENCE

• Bachelor's degree in business, finance, accounting, or economics is required.
• 5+ years of FP&A experience with demonstrated financial analysis and planning expertise is required.
• Understanding of accounting principles (financial statements, debits/credits) is strongly recommended.
• MBA and CGMA designations are pluses.

LANGUAGE SKILLS

Capacity to read, interpret, and analyze business periodicals, professional journals, technical documents, and regulatory guidelines. Strong business writing skills for drafting reports, business correspondence, and procedural documentation. Possess the ability to effectively present complex financial data to executives, managers, employees, and external stakeholders in a clear and engaging manner.

MATHEMATICAL SKILLS

Proficient in performing financial calculations such as discounts, interest rates, and commissions. Ability to apply mathematical concepts including fractions, percentages, ratios, and proportions to business scenarios. Strong capability to develop and interpret financial graphs, models, and statistical data.

REASONING ABILITY

Expertise in solving practical problems and handling diverse financial scenarios with limited standardization. Capable of interpreting various instructions presented in written, verbal, diagram, or schedule form.

OTHER SKILLS/ABILITIES

• Strong verbal and written communication skills, with the ability to convey complex information effectively.
• Mastery to evaluate team performance and provide direction in a leadership capacity.
• Experience working in a fast-paced, multitasking environment, balancing multiple priorities and deadlines.
• Highly proficient in Microsoft Office, particularly Excel and PowerPoint, with a strong grasp of financial modeling and analysis.
• Familiarity with ERP and financial planning systems (e.g., NetSuite, Paycom) is preferred.
• CRM Experience in Salesforce and Nimble is preferred.
• Proficiency to learn and adapt to organization-specific software and tools.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.

EQUAL OPPORTUNITY IN EMPLOYMENT

It is the policy of AMPP to provide equal opportunity in employment for all persons and to recruit, select, train, promote, retain, and discipline without regard to race, color, sex, age, disability, religion, sexual orientation, or national origin.

AMPP complies with federal and state disability laws and makes reasonable accommodation for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact Human Resources via email at hr@ampp.org.

Further, it is the policy of AMPP to maintain a professional workplace in which individuals are respected and work in an environment free of harassment, including verbal or physical conduct that does not create an intimidating or hostile environment for candidates and/or employees.