Financial Planning Analyst


A successful Financial Planning Analyst will work closely with the leadership team to formulate the business’s financial and strategic plans, all while focusing on improving current processes within the company. This role is an instrumental part of our finance team and will be a key member as we look to translate trends and information into opportunities.

This role is an individual contributor and appropriate for candidates with sufficient financial planning and budgeting background for analyzing financial and operational results. Strong analytical skill set, problem-solving, interpersonal skills, attention to detail, excel skills, and a self-driven approach are essential traits for this role.

Responsibilities Include:

  • Work closely with the leadership team to formulate the business’s medium to long-term financial and strategic plan
  • Work with department leaders to build their annual budgets and forecasts
  • Produce models to project long-term growth and determine the impacting business factors
  • Analyzing financial and operational results to better understand company performance
  • Utilize BI tools to deliver meaningful insights into business performance
  • Communicate to executives the reasons behind the product/department performance and results
  • Provide detailed analysis and commentary on cost center results
  • Review operations and recommend new productivity or cost-saving initiatives
  • Prepare business cases to support new investment, strategic and other business decisions
  • Review existing processes and procedures to develop recommendations for improvement efforts
  • Evaluate previous budgets and expenditures to develop and implement future budgets
  • Communicate results and recommendations to executives for improvements that will lead to cost reduction, revenue generation, and streamlining of operations
  • Provide insights to senior management around financial modeling, forecasts, and profitability


  • Minimum of 7-10 years of relevant experience in financial planning and budgeting
  • Proficiency in Microsoft office suite; Excel required
  • Proficiency in BI/reporting tools
  • Aptitude to learn quickly, problem-solve, and manage multiple priorities
  • Must work well on a team in a fast-paced, and deadline-driven environment
  • Requires ‘hands-on’ flexible self-driven person with excellent strategic, tactical, and collaboration skills
  • Excellent written and verbal communication, interpersonal, and organizational skills
  • Ability to use database decision-making and translate trends and information into opportunities

Preferred Qualification:

  • 3+ years of SaaS experience
  • Startup experience with proven growth
  • Experience using Smartsheet, Zoho, Confluence, SharePoint, and JIRA
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Connor Gelinas HEadshot

Senior System Architect

Connor Gelinas

As I continue to grow with Quavo, I hope to broaden my abilities as a developer and be there to help guide and direct teams as they inevitably expand.
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Technical Training Specialist

Aafie Somers

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