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Financial Planning & Analysis, Analyst III

Veracity Software Inc
🇺🇸 United States
On-site
12 months ago
  • Excel
  • Pivot Tables
  • Data Visualization
  • SQL
  • SAS
  • ERP
  • Oracle
  • SAP
  • NetSuite
  • Power BI
  • Tableau
  • CFA
12 months ago
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Role: Financial Planning & Analysis, Analyst III
Location: Atlanta, GA, US (Onsite) - Local

Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Healthcare's Authorized States Policy
Overview
The FP&A Analyst III will play a key role in supporting strategic planning, budgeting, forecasting, and performance improvement initiatives across the organization. This position requires strong analytical capabilities, financial modeling expertise, and cross-functional collaboration to provide data-driven insights that guide business decisions.
Key Responsibilities
  • Support annual budgeting, long-range planning, and financial forecasting processes.
  • Perform detailed financial modeling, variance analysis, and cost-benefit evaluations.
  • Identify cost-saving opportunities and monitor operational performance trends.
  • Partner with business units to support financial reporting, audit readiness, and compliance.
  • Communicate financial insights and recommendations to senior leadership.
  • Leverage data analytics and modeling tools to drive strategic decision-making.
Must-Have Qualifications
  • Education: Bachelor's degree in Finance, Business, Accounting, or a related field.
  • Experience: Minimum3 years of Financial Planning & Analysis or directly related business experience.
  • Strong business acumen and ability to apply financial insights to operational performance.
  • Excellent communication, collaboration, and problem-solving skills.
Preferred / Nice-to-Have Skills
  • Project Management: 1+ year of experience leading or supporting financial projects.
  • Technical Proficiency:
    • Advanced Excel (pivot tables, macros, complex formulas, data visualization).
    • Intermediate SQL and/or SAS for data analysis.
    • Familiarity with ERP systems (Oracle, SAP, NetSuite) and BI tools (Power BI, Tableau).
  • Certifications (preferred): MBA, CPA, CFA, or FMVA.
  • Experience inbudgeting, forecasting, variance analysis, andfinancial modeling within large or matrixed organizations.
Ideal Candidate Profile
A proactive and detail-oriented financial professional who builds strong relationships, shares expertise, and adapts to feedback. The candidate should demonstrate a balance of technical skill and strategic thinking—using data to inform decisions, improve financial performance, and support organizational growth.

Recruiter Submission Template –Financial Planning & Analysis, Analyst III


Full Name:
Degree Major with University and Completion Year:
Do you have any Certifications (if any): (e.g., CPA, CFA, MBA, FMVA):
Total Years of Professional Experience:
Total Years of Experience in Financial Planning & Analysis (FP&A):
Total Years of Experience in Budgeting, Forecasting, and Financial Modeling:
Total Years of Experience with ERP Systems (Oracle, SAP, NetSuite):
Total Years of Experience with BI Tools (Power BI, Tableau):
Total Years of Experience with Excel (Advanced Functions, Pivot Tables, Macros):
Total Years of Experience with SQL/SAS:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, ZIP Code):
Current Work Authorization Status (e.g., US Citizen, Green Card, H1B, etc.):
Expected Salary:
Willing to Work 100% Onsite in Atlanta, GA:

Financial Planning & Analysis, Analyst III · Veracity Software Inc

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