Senior Financial Planning Analyst
About The Position
The Senior Financial Planning Analyst is responsible for leading the financial oversight of strategic projects, including project budgeting, forecasting, capital planning, and investment evaluation. This role partners closely with project managers, sponsors, and cross-functional leaders to ensure financial rigor across business cases, Cost-Benefit Analyses (CBAs), and Investment Committee materials. In addition to advanced financial modeling and forecasting responsibilities, the Senior Analyst plays a critical role in reporting and evaluating project performance, maintaining project financial frameworks, and ensuring readiness of financial materials for executive review. What will your job entail?
Requirements
- Bachelor’s degree required; Finance, Accounting, Business Administration, Economics, or a related field preferred.
- Minimum 3–6 years of progressively responsible FP&A or project financial management experience.
- Expertise in advanced financial modeling, including complex scenario planning and driver‑based forecasting.
- Strong ability to synthesize large, complex datasets into actionable insights for project leaders and senior management.
- Proficiency with financial systems and visualization tools (e.g., Adaptive Insights, Power BI, Tableau, etc.).
- Strong communication skills, with the ability to translate complex project financials into clear executive-ready narratives.
Nice To Haves
- Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Financial Planner (CFP) is preferred.
Responsibilities
- Lead the financial planning and analysis for strategic projects, including development of project budgets, forecasts, and funding plans.
- Review and validate Cost-Benefit Analyses (CBAs) prepared by project teams to ensure accuracy, completeness, and alignment with financial standards.
- Ensure project business cases and CBAs are Investment Committee–ready, including financial modeling, risk assessment, scenario analysis, and strategic justification.
- Conduct variance analysis of project financial performance against budget, forecast, and baseline assumptions.
- Track and validate savings associated with each project, ensuring alignment with financial targets and reporting requirements.
- Partner closely with project managers, cross-functional teams, and business sponsors to provide financial insights, identify risks, and support decision-making.
- Prepare executive-level presentations summarizing project portfolio financials, investment rationale, performance updates, and key risks.
- Review and enhance project financial reporting deliverables for project teams.
- Support capital allocation processes by evaluating project funding requests and prioritization recommendations.
- Lead process improvement initiatives to standardize project financial methodologies, templates, and reporting frameworks.
- Champion use of digital tools, automation, and dashboards to streamline project financial reporting and analysis.
- Conduct ad hoc analysis on emerging project opportunities, changes to scope, funding impacts, or strategic alternatives.
Benefits
- In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.
- For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
