Pennsylvania Licensed Financial Planner

Job Summary

A company is looking for a Strategic Financial Planner (resident in Eastern Standard Time Zone).

Key Responsibilities

• Lead the development, analysis, and management of operating and capital budgets, forecasts, and long-range financial plans
• Analyze financial performance, prepare executive-level reporting, and communicate insights to stakeholders
• Collaborate with various teams to prepare business plans, revenue modeling, and impact analysis of acquisitions

Required Qualifications

• Bachelor's Degree (Required)
• Minimum of 4 years managing people, processes, or projects (Required)
• Minimum of 6 years related work experience (Required)
• Deep technical expertise in budgeting and forecasting software (e.g., Strata OnePlan)
• Experience in financial analysis and reporting