Senior Financial Analyst – Planful Expert (Remote)

United States (Remote) $90K/yr - $130K/yr Permanent

About the job

Senior Financial Analyst – Planful Expert (Remote)

We’re looking for a sharp, curious, and data-driven Senior Financial Analyst to turn numbers into strategy. You’ll be the go-to expert for financial insights, trend spotting, and business planning—helping leadership make smart, informed decisions that drive growth.

What You’ll Do:

  • Dive deep into financial results to uncover insights and tell the story behind the numbers.
  • Create clear, compelling reports and dashboards that help guide company strategy.
  • Lead forecasting and annual planning, ensuring goals are realistic, actionable, and profitable.
  • Be the admin of Planful
  • Build and maintain financial models to support big decisions—from capital investments to acquisitions.
  • Partner with executives and business units to analyze performance, streamline processes, and find new opportunities for improvement.
  • Support key reporting, planning, and strategic initiatives (yes, you’ll have a seat at the table!).
  • Jump into ad-hoc projects like M&A analysis, systems upgrades, or other special initiatives.

What You Bring:

  • Bachelor’s degree in Business, Economics, Finance, or a related field.
  • Planful experience, admin experience preferred
  • 3+ years of solid financial analysis experience.
  • Strong analytical chops—you love working with data and making it make sense.
  • Excellent communication skills (you can explain complex stuff simply).
  • Proficiency with Excel, financial systems, and reporting tools.
  • Willingness to travel occasionally for business needs.
  • Based in mid west is a plus but not needed

If you’re excited by the idea of connecting data to decisions and helping shape the financial future of a growing company—let’s talk!

Apply for this role:

    Advertised by:

    Alaina May

    Associate Consultant

    Connect with Alaina May: