Senior Financial Planning Analyst

Chesapeake Search Partners is seeking a Senior Financial Planning & Analysis Specialist to join our client in Rockville, MD. This role plays a key part in driving financial visibility, forecasting, and strategic decision support across a growing, multi-entity organization.

The position works closely with the VP of Finance and business leaders across the organization to take ownership of budgeting, forecasting, long-range planning, and financial modeling efforts. This individual will help translate financial results into meaningful insights that support decision-making across operations and corporate functions.

This is a highly analytical, business-facing FP&A role focused on improving forecasting, enhancing financial reporting, and supporting a growing organization through both organic growth and acquisitions.

Key Responsibilities:

• Take ownership of annual budgeting, forecasting, and long-range planning processes
• Build and maintain financial models, including driver-based forecasting and scenario analysis
• Analyze key business drivers including revenue, margins, operating expenses, headcount, and cash flow
• Prepare monthly and quarterly reporting packages with variance analysis and actionable insights
• Develop dashboards and KPI reporting using Excel, Power BI, or similar tools
• Partner with business leaders to support operational planning, headcount, cost structure, and investment decisions
• Support acquisition-related forecasting, reporting, and financial analysis, including the integration of acquired businesses into planning and reporting processes
• Identify opportunities to improve FP&A processes, reporting, and automation

Qualifications

• 5-8+ years of FP&A or corporate finance experience
• Strong financial modeling, forecasting, and analytical skills
• Advanced Excel required; Power BI or similar reporting tools preferred
• Strong communication skills with the ability to partner effectively with senior leadership and cross-functional teams
• Experience supporting a growing, multi-entity organization; private equity-backed experience is a plus
• Experience with ERP and/or FP&A planning systems preferred
• Bachelor's degree in Finance, Accounting, Economics, or a related field