Note: The job is a remote job and is open to candidates in USA. Nearshore Business Solutions is seeking a motivated senior analyst to join their client’s planning systems team. The role involves developing expertise across financial planning tools and collaborating with senior architects to design models, automate reporting, and enhance financial planning processes.
Responsibilities
- Build and maintain financial planning, budgeting, forecasting, and management reporting models within Enterprise Performance Management (EPM) platforms
- Translate accounting, FP&A, and business requirements into scalable financial models and structured planning logic
- Support month-end close processes, forecasting cycles, and ongoing financial planning activities within tools such as Abacum, Anaplan, and Pigment
- Gather business requirements from finance stakeholders and collaborate to design effective planning solutions
- Document model structures, assumptions, business rules, and data flows to ensure maintainability and transparency
- Assist with User Acceptance Testing (UAT), end-user training, and deployment of financial planning solutions
- Integrate ERP and accounting system data into EPM platforms to support automated reporting and planning processes
- Develop and enhance dashboards for P&L, Cash Flow, Balance Sheet, budgeting, and financial performance analysis
- Troubleshoot model, data, and process issues using structured problem-solving methodologies
- Collaborate with senior consultants, architects, and clients to support finance transformation initiatives across multiple industries
Skills
- Bachelor's degree in Accounting, Finance, Business Administration, Economics, or an MBA
- Strong understanding of financial statements including Profit & Loss (P&L), Balance Sheet, and Cash Flow Statement
- Knowledge of core accounting principles and financial reporting concepts
- Understanding of budgeting, forecasting, and financial planning processes
- Strong analytical, problem-solving, and numerical reasoning skills
- Excellent communication skills with the ability to work effectively with finance and non-technical stakeholders
- Highly organized with strong attention to detail and documentation practices
- Demonstrated willingness and ability to learn new technologies and financial planning platforms
- Ability to manage multiple priorities in a fast-paced consulting and client-facing environment
- Exposure to Financial Planning & Analysis (FP&A) through internships, academic projects, or professional experience
- Experience with Excel-based financial modeling and data analysis
- Interest in Enterprise Performance Management (EPM), SaaS platforms, and financial technology solutions
- Exposure to ERP systems, accounting software, or business process automation tools
- Basic knowledge of coding, scripting, databases, or systems integration concepts
- Experience supporting financial transformation, reporting, or planning initiatives
- Familiarity with platforms such as Abacum, Anaplan, Pigment, Adaptive Planning, or similar planning solutions
Benefits
- Company-sponsored certification paths in Abacum, Anaplan, and Pigment.
- Direct mentorship from experienced enterprise architects and finance transformation leaders.
- Long-term career progression toward Finance Transformation Consultant and Enterprise Planning Architect roles.
- Opportunity to develop expertise in financial systems, business process automation, and enterprise-scale planning solutions.
Company Overview