FP&A Analyst – Planful Dynamic Planning Specialist

About IFI Professionals (Incubator Finance):

At IFI, we have created an innovative and new way of approaching accounting and technology needs for small and mid-size businesses. We have pioneered a new way of utilizing technology to handle the financial advisory aspects of business, which allows organizations to reduce their capital expenses and focus their time on what they do best. Our unique business model offers convenience, quality and real- time information to our diverse client list.

What We Offer:

  • Fully Remote Work: Collaborate with talented team members from anywhere.
  • A Team That Cares: You’re not just an employee here — you’re a valued individual.
  • Personalized Benefits: Customize your benefits package to suit your unique needs.
  • Ongoing Learning & Development: We invest in your growth with opportunities to learn and advance.
  • Leadership that Listens: Our leadership cares about the whole person — not just the role.

About the Career Opportunity:

This specialist role within the FP&A Department will focus on building solutions within Planful’s Dynamic Planning Module. The analyst will work with the FP&A Manager, other team leaders and with clients to understand requirements for the planning design before implementation within Dynamic Planning using External Source Models, Calculations, and Data Mappings.

Each day will bring unique challenges that will require thinking through how best to approach each one, which will challenge you to learn and grow. As you do so, you will have the support of an outstanding group of coworkers and leadership who are easy to collaborate with.

We are looking for people who have experience working with FP&A software, Planful/Host Analytics is a plus. This includes designing planning/forecasting templates, reports and consolidation.

Skills, Knowledge & Experience Required::

  • Degree in Finance or Computer Science
  • Budgeting & Forecasting experience
  • Financial Modeling experience
  • Financial Reporting experience
  • Familiar with basic accounting concepts
  • Advanced knowledge of Excel
  • Strong preference for someone with experience in Planful’s Dynamic Planning Module, coding experience and experience with creating, maintaining or integrating databases.
  • 2+ years previous relevant experience in FP&A automation either through internal use or in deployments for clients.
  • Excellent understanding of financial statements and how they are intertwined.
  • You’re comfortable operating in a fast-paced entrepreneurial environment.
  • You should be inquisitive by asking questions to understand processes and have an overall desire to constantly learn new things.
  • You should be thoughtful when considering or evaluating options when determining the best solutions, while keeping the end-users in mind.
  • You should display a willingness to take ownership of processes and enhance standardization around them.
  • You should be effective at time management by honoring commitments made to customers by managing your time effectively and asking for help when necessary.
  • You should be a team player and collaborate with all facets of our organization to achieve the desired goals and outcomes.
  • You should have a continuous improvement mindset and not be easily deterred when developing new solutions (being okay with going through “trial and error” to figure out how new tools function)