Financial Planning & Analysis Officer

We are looking for an experienced Financial Planning & Analysis Officer to join a Financial Services organization in Honolulu, Hawaii on a Contract to Permanent basis. This position will play a central role in shaping budgets, forecasts, and management reporting while delivering analysis that helps leaders make informed business decisions. The ideal candidate brings strong financial insight, a practical approach to modeling and reporting, and the ability to work across multiple business areas to improve performance and planning outcomes. Due to the nature of the work and onsite requirements, preference will be given to Hawaii residents. Applicants should be able to reliably commute or reside within the region to meet business needs. All qualified applicants are encouraged to apply by calling us at 808-531-8056.

Responsibilities:

• Lead company budgeting cycles and prepare recurring forecasts to support short- and long-term financial planning.

• Evaluate operating results, investigate variances against plan, and present clear recommendations to management.

• Work closely with department leaders to create financial targets, define performance measures, and translate data into business insights.

• Develop financial models, scenario analyses, and pro formas for initiatives such as expansion opportunities, lease decisions, and other strategic investments.

• Produce and refine management reports and dashboards that improve visibility into key financial and operational trends.

• Maintain reporting integrity by supporting data quality, consistency of outputs, and administration of financial planning systems.

• Partner with cross-functional teams to streamline planning and reporting processes and contribute to broader strategic projects.

• Perform ad hoc financial analysis and data review to address emerging business questions and leadership requests.

• At least 6 years of experience in financial planning and analysis, accounting, budgeting, forecasting, or financial reporting.
• Bachelor’s degree in Finance, Accounting, or a closely related discipline preferred.
• Demonstrated strength in financial analysis, financial modeling, and variance analysis.
• Experience conducting ad hoc analysis and using data mining techniques to identify trends and business drivers.
• Proficiency with reporting and visualization tools such as Power BI preferred.
• Familiarity with workflow automation tools, including Power Automate, preferred.
• Experience working with enterprise planning platforms and financial systems administration preferred.