Financial Planning and Analysis Analyst

At Vintti, we specialize in providing US businesses with staffing solutions that feel local. By connecting companies with Latin American professionals operating in compatible time zones, we ensure that work schedules align naturally with US business hours. This temporal harmony facilitates immediate response times, efficient project management, and a cohesive team dynamic regardless of physical location.

A Financial Planning and Analysis Analyst plays a crucial role in the economic health of an organization by providing detailed financial insights and recommendations. They help shape strategic initiatives and operational efficiencies by conducting thorough budget planning, financial forecasting, and variance analysis. By interpreting financial data and trends, these analysts provide critical support for decision-making processes, enhancing resource allocation and identifying potential growth opportunities. Their expertise ensures that financial objectives are met and that the company remains on a robust financial trajectory.

- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 3-5 years of experience in financial planning, analysis, or a related finance role
- Proficiency in financial modeling and analysis tools
- Advanced Excel skills (e.g., pivot tables, VLOOKUP, macros)
- Experience with financial reporting and budgeting software
- Strong understanding of financial statements and accounting principles
- Excellent analytical and problem-solving skills
- Ability to handle large sets of data and interpret complex financial information
- Strong attention to detail and accuracy
- Excellent verbal and written communication skills
- Ability to present financial information clearly to non-financial stakeholders
- Experience with ERP systems (e.g., SAP, Oracle) is a plus
- Familiarity with business intelligence tools (e.g., Tableau, Power BI) is a plus
- Ability to work collaboratively with cross-functional teams
- Strong organizational and time management skills
- Ability to handle multiple projects and meet tight deadlines
- Knowledge of industry trends and economic factors affecting financial planning and analysis
- Experience with cost-saving initiatives and efficiency improvements
- Ability to maintain confidentiality and handle sensitive information with discretion
- Professional certifications (e.g., CFA, CPA) are a plus
- Experience working in a fast-paced, dynamic environment is preferred

- Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements
- Develop monthly, quarterly, and annual financial forecasts and budgets
- Conduct variance analysis to compare actual results to forecasts and budgets, and explain discrepancies
- Identify and evaluate financial performance trends and provide actionable insights to senior management
- Support business planning and decision-making processes by providing financial modeling and analyses
- Collaborate with department heads to review and optimize departmental budgets and expenses
- Prepare financial presentations and dashboards for executive leadership and board meetings
- Monitor key performance indicators (KPIs) and operational metrics
- Perform ad-hoc financial analysis to support strategic initiatives and business development opportunities
- Assist in the preparation of long-term financial planning models and scenario analyses
- Ensure compliance with internal financial policies and external regulatory requirements
- Participate in the monthly, quarterly, and annual financial closing processes
- Work with accounting and finance teams to improve financial reporting processes and systems
- Coordinate with external auditors during financial audits and reviews
- Update and maintain financial databases and systems for accuracy and integrity
- Research and analyze industry trends, market data, and economic conditions for strategic insights
- Develop and implement cost-saving initiatives and efficiency improvements
- Provide support in M&A activities, including due diligence and post-merger integration efforts

The ideal candidate for the Financial Planning and Analysis Analyst role will possess a Bachelor's degree in Finance, Accounting, Economics, or a related field, coupled with 3-5 years of hands-on experience in financial planning, analysis, or a related finance role. The candidate must demonstrate proficiency in financial modeling and analytical tools, with advanced Excel skills and familiarity with financial reporting and budgeting software. They must showcase a deep understanding of financial statements and accounting principles, along with excellent analytical, problem-solving, and organizational abilities. The perfect fit will be highly detail-oriented, accurate, and adept at handling large datasets and interpreting complex financial information. Exceptional communication skills, both written and verbal, are essential, including the ability to distill complex financial insights for non-financial stakeholders. The candidate should be experienced with ERP systems, and familiarity with business intelligence tools is advantageous. They must thrive in a collaborative, fast-paced environment, displaying adaptability, proactive initiative, and strong time management skills to handle multiple projects under tight deadlines. Furthermore, a commitment to confidentiality, high integrity, and the ability to maintain discretion with sensitive information are crucial. The ideal candidate will have a strategic mindset, a robust understanding of industry trends and economic factors, and experience in cost-saving initiatives and efficiency improvements. Moreover, they should possess a high level of emotional intelligence, exhibit strong business acumen, and demonstrate a passion for continuous learning and professional development. Professional certifications such as CFA or CPA add significant value, while the ability to work seamlessly with cross-functional teams and contribute enthusiastically as a team player will set them apart in this role.

- Prepare and analyze financial reports, including income statements, balance sheets, and cash flow statements.
- Develop monthly, quarterly, and annual financial forecasts and budgets.
- Conduct variance analysis to compare actual results to forecasts and budgets, and explain discrepancies.
- Identify and evaluate financial performance trends and provide actionable insights to senior management.
- Support business planning and decision-making processes by providing financial modeling and analyses.
- Collaborate with department heads to review and optimize departmental budgets and expenses.
- Prepare financial presentations and dashboards for executive leadership and board meetings.
- Monitor key performance indicators (KPIs) and operational metrics.
- Perform ad-hoc financial analysis to support strategic initiatives and business development opportunities.
- Assist in the preparation of long-term financial planning models and scenario analyses.
- Ensure compliance with internal financial policies and external regulatory requirements.
- Participate in the monthly, quarterly, and annual financial closing processes.
- Work with accounting and finance teams to improve financial reporting processes and systems.
- Coordinate with external auditors during financial audits and reviews.
- Update and maintain financial databases and systems for accuracy and integrity.
- Research and analyze industry trends, market data, and economic conditions for strategic insights.
- Develop and implement cost-saving initiatives and efficiency improvements.
- Provide support in M&A activities, including due diligence and post-merger integration efforts.

- Detail-oriented and highly accurate
- Strong analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to work collaboratively with cross-functional teams
- Strong organizational and time management skills
- Ability to manage multiple projects and meet tight deadlines
- Proactive and self-motivated with a strong sense of initiative
- Ability to present complex financial information clearly to non-financial stakeholders
- Adaptable and flexible in a fast-paced, dynamic environment
- High level of integrity and ability to maintain confidentiality
- Strong business acumen and understanding of industry trends
- Technical proficiency in financial modeling and analysis tools
- Advanced Excel skills and experience with ERP systems
- Familiarity with financial reporting and budgeting software
- Knowledge of cost-saving initiatives and efficiency improvements
- High level of emotional intelligence and interpersonal skills
- Commitment to continuous learning and professional development
- Ability to think strategically and provide actionable insights
- Enthusiastic team player with a collaborative mindset
- Strong attention to detail and commitment to accuracy

- Competitive salary range ($70,000 - $90,000 per annum)
- Health benefits (medical, dental, vision)
- 401(k) retirement plan with company match
- Paid time off (PTO) and holidays
- Flexible work schedule
- Remote work options
- Professional development opportunities
- Tuition reimbursement program
- Employee assistance program (EAP)
- Life and disability insurance
- Wellness programs and gym membership discounts
- Commuter benefits and transit subsidies
- Employee recognition and rewards programs
- Opportunities for career advancement and internal promotions
- Collaborative and inclusive work environment
- Access to industry conferences and networking events
- Company-sponsored social events and team-building activities