Financial Planning Specialist

Financial Planning Specialist

We’re hiring! AFCFC is seeking a highly motivated Financial Planning Specialist to join our team!

About the Role
The Financial Planning Specialist is responsible for advanced financial and profitability analysis, including detailed P&L breakdowns, flash reporting, and weekly performance reviews. The role plays a key part in identifying and addressing profitability challenges, driving KPI tracking and improvement, and ensuring analytical accuracy across reporting cycles. This position requires strong analytical acumen, attention to detail, and the ability to proactively identify financial issues and support business decisions through data.

Key Responsibilities & Duties

Advanced P&L and Profitability Analysis

    • `Perform detailed analysis of monthly P&L by department, account, and product category.
    • Improve accuracy of the monthly Flash P&L Report through data validation and trend monitoring.
    • Proactively detect and explain anomalies and trends in financial performance.

Weekly P&L Reporting

    • Create and operate weekly P&L reports that highlight operational issues and cost drivers.
    • Provide strategic insights to management based on weekly revenue and cost fluctuations.

KPI Tracking and Performance Monitoring

    • Track department-level KPIs and generate performance dashboards.
    • Collaborate with department leads to interpret KPI results and identify improvement opportunities.

Cross-functional Collaboration & Report Maintenance

    • Work with Finance, Operations, and PMD teams to ensure reporting logic reflects business realities.
    • Support the automation of recurring financial reports using tools such as Power BI and Excel Macros.
    • Maintain documentation of reporting logic and handoff procedures for scalability.

Other Responsibilities

    • Participate in budgeting support and forecasting model updates.
    • Assist Financial Planning Manager with ad-hoc financial deep dives.
    • Other tasks as assigned directly from VP of FP&A.

Qualifications & Skills

    • Bachelor’s degree in Finance, Accounting, Economics, or related field.
    • Minimum 5 years of financial analysis or FP&A experience.
    • Deep understanding of P&L structures, KPI frameworks, and cost allocations.
    • Advanced Excel and Power BI skills; SQL knowledge a plus.
    • Detail-oriented, self-motivated, and capable of working independently with limited supervision.
    • Strong communication skills to translate data into actionable insights.
    • Bilingual (English/Japanese) preferred.
    • Excellent verbal and written communication skills.

Physical Demands

    • Prolonged periods sitting at a desk and working on a computer
    • Must be able to lift up to 15 pounds at a time

Location:  Onsite

Salary range: $29.00-$33.00/hour