LMA CO Core - Financial Planning

Position Overview

We are seeking a highly analytical and detail-oriented Financial Planning Senior Analyst to join our team. This role will be responsible for developing financial models, conducting in-depth analysis, and providing insights that support strategic decision-making. The Senior Analyst will collaborate closely with leadership, finance, and accounting teams to ensure accurate forecasting, budgeting, and long-term financial planning.

Key Responsibilities

• Lead the preparation of financial forecasts, budgets, and variance analyses.
• Develop and maintain complex financial models to support business planning and investment decisions.
• Provide actionable insights and recommendations to senior management based on financial data.
• Partner with accounting teams to ensure accuracy in reporting and alignment with financial statements.
• Monitor industry trends and economic conditions to assess potential impacts on the firm’s financial performance.
• Prepare presentations and reports for leadership and stakeholders.
• Support process improvements in financial planning and analysis (FP&A) functions.
• Mentor junior analysts and provide guidance on best practices in financial modeling and reporting.

Required Skills

• Strong expertise in financial planning, forecasting, and analysis.
• Advanced proficiency in Excel and financial modeling tools.
• Knowledge of accounting principles and financial reporting standards.
• Excellent analytical and problem-solving skills.
• Strong communication and presentation abilities for senior stakeholders.
• Ability to manage multiple projects and meet deadlines.
• Familiarity with ERP systems and FP&A software (SAP, Oracle, Hyperion, or similar).

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Master’s degree (MBA or equivalent) preferred.
• 5–7 years of experience in financial planning and analysis, preferably in professional services or financial firms.
• Professional certifications such as CFA, CPA, or FMVA are an advantage.

Employment Type

• Full-time
• Hybrid/On-site depending on company requirements

Benefits

• Opportunity to contribute to strategic financial planning in a dynamic firm.
• Professional development and certification support.
• Competitive compensation and benefits package.
• Exposure to leadership decision-making and high-impact projects.