Financial Planning Analyst

Are you passionate about turning financial data into strategic business decisions? We are seeking a FP&A Analyst to join our Finance team and work closely with business leaders and senior management to drive financial performance and support key decision-making processes.

This role sits at the intersection of financial planning, forecasting, strategic analysis, and executive reporting, providing valuable insights that directly influence business outcomes.

Key Responsibilities

• Own the monthly and quarterly budgeting and forecasting cycles for assigned business units.
• Develop and maintain financial models to support strategic initiatives and management decisions.
• Perform variance analysis (Actual vs. Budget vs. Forecast) and provide clear, actionable recommendations.
• Prepare executive dashboards, reports, and presentations for senior leadership, including CFO-level materials.
• Partner with business stakeholders to translate financial data into strategic insights.
• Support ad hoc analyses related to capital planning, profitability assessments, regulatory reporting, and internal reporting requirements.
• Drive continuous improvements across FP&A processes, reporting tools, and financial templates.

Qualifications

Required

• 2+ years of experience in Financial Planning & Analysis (FP&A), Banking Finance, Financial Services, Corporate Finance
• Strong understanding of Financial products and banking concepts, financial statements (P&L and Balance Sheet), financial and banking KPIs, budgeting and forecasting processes
• Advanced Excel skills
• Experience preparing presentations and financial analyses for senior leadership.
• Advanced English proficiency, with regular interaction with stakeholders in the United States and Japan.

Preferred Qualifications

• Basic SQL knowledge.
• Experience with Power BI, Tableau, or other data visualization tools.
• Progress toward, or interest in pursuing, financial certifications such as CFA, AMIB, or similar credentials.

What We're Looking For

• Strong analytical and problem-solving skills.
• Exceptional attention to detail.
• Ability to manage multiple priorities and work under tight deadlines.
• Excellent communication and stakeholder management skills.
• Self-starter with strong autonomy and accountability.
• Ability to work effectively with cross-functional teams and senior stakeholders.

Why Join Us?

This is an excellent opportunity to play a critical role in financial planning and business strategy within a highly collaborative environment. Your work will have direct visibility with senior leadership and will contribute to key decisions that shape the organization's performance and growth.