Senior Financial Planning Analyst

About Insight Genesis – IGAi

Insight Genesis – IGAi is a cutting-edge AI-powered platform that harnesses sophisticated algorithms to anticipate human behavior and deliver customized, actionable insights. The company addresses the challenge of fragmented access to meaningful guidance in finance, career, education, and health, especially in emerging and unbanked regions. By integrating financial services, HR, education assistance, and wellness insights, Insight Genesis builds an intelligent ecosystem linking data, behavioral patterns, and predictive AI. Team members are part of a mission-oriented environment that prioritizes innovation, impactful outcomes, and ethical data usage, offering an environment to develop scalable solutions that empower informed personal decisions.

Role Overview

This full-time, remote Senior Financial Planning Analyst role focuses on delivering strategic financial insights and facilitating data-informed decisions across the organization. Responsibilities include creating and maintaining comprehensive financial models, managing budgeting and forecasting processes, and performing analysis of variances and trends to keep leadership informed about performance and risks.

Key Duties

• Develop and sustain detailed financial models to support strategic planning.
• Conduct budgeting, rolling forecasts, and variance analysis for continuous financial oversight.
• Perform trend analysis and report findings to leadership to guide operational and strategic decisions.
• Collaborate with various teams to translate business goals into financial plans.
• Refine Key Performance Indicators (KPIs) to align with the company’s growth strategy.
• Generate financial reports and dashboards to optimize resource allocation.
• Recommend enhancements to financial controls and process efficiencies.
• Support scenario planning for product launches, market expansions, and partnerships ensuring financial health in a dynamic setting.

Qualifications and Skills

• Proven expertise in financial planning with experience crafting strategic plans and aiding executive-level decision-making.
• Advanced analytical capabilities to interpret complex datasets, spot trends, and deliver actionable insights.
• Strong proficiency in budgeting, forecasting, and performing variance studies.
• Expertise in financial modeling, including scenario analyses, cash flow projections, and project ROI assessments.
• Bachelor's degree in Finance, Accounting, Economics, or a similar discipline; an advanced qualification or professional certification like CFA or CPA is a plus.
• Highly skilled in Excel and financial planning software; knowledge of business intelligence and data visualization tools is advantageous.
• Effective communicator able to collaborate remotely and manage stakeholder relationships efficiently.
• Experience within technology, AI, fintech, or data-driven sectors is preferred, particularly with knowledge of emerging and underbanked markets.