Financial Planning and Analysis Lead
$85,000-$110,000

Position Summary

The Financial Analyst will support Carver’s financial planning, reporting, and strategic analysis processes. This role partners closely with senior leaders across the organization to analyze financial performance, develop forecasts and models, and translate data into clear insights that drive sustainable business results.

 

The role requires strong analytical skills, the ability to manage multiple priorities, and a proactive mindset to improve financial processes and reporting. The Financial Analyst will deliver accurate, forward-looking financial insight to management, the Board of Directors and investors, supporting better decision-making, stronger financial discipline, and a clear narrative around the organization’s performance and future direction.

KEY RESPONSIBILITIES

Financial Planning, Budgeting & Forecasting

• Support the annual budget, rolling forecast, and multi-year financial planning processes incorporating business performance, market trends, and strategic initiatives
• Develop, maintain, and enhance driver-based financial model that captures all three financial statements (Balance Sheet, Income Statement and Cash Flow)
• Lead initiatives to enhance forecasting accuracy, including validation of model assumptions and back-testing outputs against historical results and peer benchmarks
• Coordinate and collect forecast and budget inputs from business partners; validate data integrity and challenge assumptions as needed

Financial Analysis & Performance Insights

• Perform monthly and quarterly deep-dive analysis of business performance, including variance analysis versus budget, forecast, and prior periods
• Distinguish recurring performance trends from non-recurring or transactional items, clearly connecting core business drivers to financial results
• Prepare analysis of Profit & Loss statements, balance sheet trends, and key expense and revenue drivers
• Calculate and communicate the financial impacts of strategic decisions, business initiatives, and management actions
• Develop and maintain KPIs and performance dashboards, serving as a resource for leaders on performance metrics and drivers

Management & Board Reporting

• Prepare monthly and quarterly management reporting packages for senior leadership
• Support preparation of Board of Directors materials, including financial summaries, forecasts, scenario analysis, and strategic insights
• Develop high-quality executive presentations that clearly articulate outcomes of analysis, key insights, risks, and opportunities
• Provide timely updates to management on project status, performance trends, and emerging issues

Strategic & Special Projects

• Support special projects with financial evaluation of new products, programs, and initiatives
• Analysis of partnerships, business expansions, or strategic investments
• Partner with senior leaders across the organization to improve understanding of financial drivers and trade-offs
• Manage ad-hoc analytical requests with a high level of responsiveness and attention to detail

Controls, Data Quality & Process Improvement

• Oversee and support quality controls around critical reporting processes and analytical frameworks
• Ensure accuracy, consistency, and reliability of data used in reporting and forecasting
• Develop more automated, efficient reporting and analytical tools where appropriate
• Challenge existing processes to improve efficiency, effectiveness, and insight generation

QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 4+ years of experience in FP&A, corporate finance, financial services, banking, or a related analytical role
• Strong financial modeling and analytical skills with advanced proficiency in Excel; strong PowerPoint skills
• Experience preparing executive-level and board-level financial materials
• Ability to independently manage workload and deliver high-quality output under changing priorities
• Proficiency with Jack Henry ProfitStars is a plus

KEY SKILLS AND COMPETENCIES

• Strong analytical and organizational skills; ability to manage multiple, evolving deliverables simultaneously
• Results-oriented mindset with a strong sense of ownership, follow-through, and urgency
• Superior attention to detail with the ability to connect data to business outcomes
• Strong communication, problem-solving, and influencing skills
• Ability to collaborate effectively and build strong relationships across the organization
• Ability to translate complex financial information into clear, compelling insights and visual presentations