Also referred to as: Accountant Analyst I, Corporate Financial Analyst I, Entry Financial Analyst, Entry Level Financial Analyst, Financial Analyst I, FP & A Analyst I, Junior Financial Analyst
Requirements and Responsibilities

Financial Planning Analyst I performs research and analysis to evaluate and forecast business performance and plan investment, budgeting, and financial strategies. Calculates and interprets financial metrics to track and evaluate a company's financial health and performance. Being a Financial Planning Analyst I develops financial modeling and analysis reports to measure and forecast the impact of various business decisions, economic scenarios, or capital investments. Evaluates and monitors economic conditions, market trends, and risk factors to assess investment opportunities and recommend capital allocation strategies. Additionally, Financial Planning Analyst I utilizes financial statements, reports, and models to assist with budget planning, create financial projections, and advise cost management decisions. Requires a bachelor's degree. Typically reports to a manager. The Financial Planning Analyst I work is closely managed. Works on projects/matters of limited complexity in a support role. To be a Financial Planning Analyst I typically requires 0-2 years of related experience.

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