Financial Planner & Analyst

GAI Consultants, Inc.
Orlando, FL/Remote
Added: March 7, 2024
This position has responsibility for the financial reporting and forecasting function at a large, private equity owned engineering company serving the power and infrastructure markets. The Financial Planner and Analyst will ensure financial information is timely, accurate, and insightful. They will be responsible for generating standard monthly/quarterly financial reporting packages and ad hoc analyses to meet the needs of external and internal users while ensuring deadlines are met. The successful candidate will coordinate with a group of other financial professionals and reports to the CFO. They must be able to work well within a cross-team environment and work closely with the CFO and Controller.

Responsibilities Will Include:

  • Working with the CFO and Controller to develop standardized monthly and quarterly financial reporting packages
  • Creating a formalized financial reporting calendar to ensure all deadlines are met
  • Implementing an automated financial reporting software tool in conjunction with the CFO and Controller
  • Creating detailed reports and analyses on financial performance for senior management and the financial sponsor
  • Preparing forecasts and annual budgets to predict financial scenarios
  • Analyzing financial data to measure performance including understanding trends and providing insights based on this analysis
  • Working with the Controller to provide requested reports to satisfy third party requests from auditors, taxing authorities, etc.
  • Professionally interacting with management and Business Sectors
  • Assisting with the evaluation and integration of acquisition candidates
  • Perform any additional responsibilities that may be required by management in support of the ongoing development of the finance and accounting department
  • Other duties as assigned by the CFO

Experience And Qualifications

  • 4 or more years of related experience is required
  • Minimum bachelor’s degree in finance, economics or accounting required, MBA preferred.
  • Experience with automated financial software systems to general financial reports and data analysis
  • Robust Excel skills
  • Strong attention to detail
  • Experience with Deltek Vantage Point System and Microsoft Power BI would be a plus
  • Excellent verbal and written communication skills required; strong organizational skills a must
  • Strong ability to collaborate with and garner support from key stakeholders and staff
  • Experience working within a private equity-backed organization would be a plus
  • Strong work ethic, low ego
  • Drives innovation and challenges the status quo to provide new, transformative solutions
  • Ability to handle multiple priorities in a time-sensitive and dynamic environment
  • The capacity to read, analyze, and interpret financial information and metrics
  • Skilled in presenting findings and writing reports to management and the financial sponsor in a clear manner
  • Ability to work with mathematical concepts such as probability and statistical inference; can apply concepts such as fractions, percentages, ratios, and proportions to practical situations
  • Skilled in solving practical problems and dealing with a variety of concrete variables in situations where only limited standardization exists; can interpret and understand a variety of instructions furnished in written, oral, diagram, or schedule form
  • To perform this job successfully, an individual should have an in-depth understanding of MS Office Suite applications and financial reporting software




Critical Thinking: Advanced

Communications: Advanced

Statistical Analysis: Advanced

MS Office Suite: Advanced



Bachelors or better in Accounting or related field



4 years: Experience related to this role

4 years: Robust experience/expertise in Microsoft Excel

4 years: Experience with automated financial software systems to generate financial reports and data analysis.


4 years: Experience with Deltek Vantage Point and Microsoft Power BI

Licenses & Certifications


Driver's License