Financial Planning Analyst

South Bay, FL 33493

Category: Finance/Accounting Job Number: 6755


Our client is a second-generation family owned Transportation company.



We have a challenging opportunity for a Financial Planning Analyst to develop a Financial Plan, Budget and associated tools for the company and provide ongoing support as needed.


  • Review and Requirements Gathering (estimate 1 month)
    • Work with company leadership to gain clear understanding of revenue model, spending, seasonality and other relevant factors
  • Develop Financial Plan, Budget and Tools (estimate 1 month)
    • Develop draft financial plan and budget
    • Develop draft reports and pricing models
    • Review with company leadership and make adjustments to finalize
  • Provide Ongoing Support (ongoing, part time commitment)
    • 1st 90 days: work with company leadership to refine processes, reporting and communication
    • 2nd 90 days: transition day-to-day duties to company and provide ongoing advice to leadership
    • Ongoing: monthly financial reviews with company leadership, support quarterly board reviews


Duties & Responsibilities:
  • Assess historical financials and develop financial plan, budget, pricing models and associated reports
  • Evaluate and make recommendations regarding spending, business  opportunities and cost savings
  • Analyze and track key financial metrics and operational procedures to foster performance improvements 
  • Assist in building P&Ls needed to analyze new products/services and/or promotions. Review month end P&Ls with company leadership
  • Perform analysis of financial statements
  • Assists with Close process and the preparation of financial reports
  • Consistent exercise of sound judgment and discretion in matters of significance
  • Assist with the preparation of budgets and forecasts making sure they are in-line with growth targets
  • Provide variance commentary for inclusion in the consolidated financial presentations
  • Perform and/or review GL account reconciliations and other schedules to help ensure transactions and activity are recorded completely and accurately
  • Work with company leadership to identify issues and determine root cause
  • Prepare ad-hoc analyses and reports upon request
  • Train company personnel on daily performance of relevant tasks
  • Other duties and responsibilities as assigned


  • Bachelor’ s Degree or Equivalent in Accounting, Finance
  • Experience with accounting, reporting in commercial businesses. Experience working with Small and Medium size businesses and Transportation industry preferred
  • Excellent analytical skills; able to identify and solve complex problems through analysis of data
  • Experience developing pricing models
  • Strong skills, particularly MS Excel and MS PowerPoint and Quickbooks.
  • Ability to work remote with limited direct supervision; able to travel to company headquarters as needed
  • Highly organized and able to multitask.
  • Excellent problem-solving skills with high attention to detail.
  • Strong organizational and time management skills.


CognITek is an equal opportunity employer and is committed to providing a drug free workplace.

CognITek is not offering visa sponsorship for this position.

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