Financial Planning & Analysis, Analyst III
Veracity Software Inc
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Atlanta, GA
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Mid-Senior level
Posted March 27, 2026
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Responsibilities
Commitments
Responsibilities
- Support annual budgeting, long-range planning, and financial forecasting processes.
- Perform detailed financial modeling, variance analysis, and cost-benefit evaluations.
- Identify cost-saving opportunities and monitor operational performance trends.
- Partner with business units to support financial reporting, audit readiness, and compliance.
- Communicate financial insights and recommendations to senior leadership.
- Leverage data analytics and modeling tools to drive strategic decision-making.
Commitments
Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Healthcare's Authorized States Policy
Current Work Authorization Status (e.g., US Citizen, Green Card, H1B, etc.):
Willing to Work 100% Onsite in Atlanta, GA:
Not Met Priorities
What still needs stronger evidence
Requirements
- Experience: Minimum 3 years of Financial Planning & Analysis or directly related business experience.
- Strong business acumen and ability to apply financial insights to operational performance.
- Excellent communication, collaboration, and problem-solving skills.
- Do you have any Certifications (if any): (e.g., CPA, CFA, MBA, FMVA):
- Total Years of Experience in Financial Planning & Analysis (FP&A):
- Total Years of Experience in Budgeting, Forecasting, and Financial Modeling:
- Total Years of Experience with ERP Systems (Oracle, SAP, NetSuite):
- Total Years of Experience with BI Tools (Power BI, Tableau):
- Total Years of Experience with Excel (Advanced Functions, Pivot Tables, Macros):
- Total Years of Experience with SQL/SAS:
Preferred Skills
- Project Management: 1+ year of experience leading or supporting financial projects.
- Technical Proficiency:
- Advanced Excel (pivot tables, macros, complex formulas, data visualization).
- Intermediate SQL and/or SAS for data analysis.
- Familiarity with ERP systems (Oracle, SAP, NetSuite) and BI tools (Power BI, Tableau).
- Certifications (preferred): MBA, CPA, CFA, or FMVA.
- Experience in budgeting, forecasting, variance analysis, and financial modeling within large or matrixed organizations.
- Total Years of Experience in Financial Planning & Analysis (FP&A):
- Total Years of Experience in Budgeting, Forecasting, and Financial Modeling:
- Total Years of Experience with ERP Systems (Oracle, SAP, NetSuite):
- Total Years of Experience with BI Tools (Power BI, Tableau):
- Total Years of Experience with Excel (Advanced Functions, Pivot Tables, Macros):
- Total Years of Experience with SQL/SAS:
Education
- (Not required) – Education: Bachelor's degree in Finance, Business, Accounting, or a related field.
- (Not required) – Certifications (preferred): MBA, CPA, CFA, or FMVA.
- (Not required) – Degree Major with University and Completion Year:
- (Not required) – Do you have any Certifications (if any): (e.g., CPA, CFA, MBA, FMVA):
Role: Financial Planning & Analysis, Analyst III
Location: Atlanta, GA, US (Onsite) - Local
Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Healthcare's Authorized States Policy
Overview
The FP&A Analyst III will play a key role in supporting strategic planning, budgeting, forecasting, and performance improvement initiatives across the organization. This position requires strong analytical capabilities, financial modeling expertise, and cross-functional collaboration to provide data-driven insights that guide business decisions.
Key Responsibilities
Support annual budgeting, long-range planning, and financial forecasting processes.
Perform detailed financial modeling, variance analysis, and cost-benefit evaluations.
Identify cost-saving opportunities and monitor operational performance trends.
Partner with business units to support financial reporting, audit readiness, and compliance.
Communicate financial insights and recommendations to senior leadership.
Leverage data analytics and modeling tools to drive strategic decision-making.
Must-Have Qualifications
Education: Bachelor's degree in Finance, Business, Accounting, or a related field.
Experience: Minimum 3 years of Financial Planning & Analysis or directly related business experience.
Strong business acumen and ability to apply financial insights to operational performance.
Excellent communication, collaboration, and problem-solving skills.
Preferred / Nice-to-Have Skills
Project Management: 1+ year of experience leading or supporting financial projects.
Technical Proficiency:
Advanced Excel (pivot tables, macros, complex formulas, data visualization).
Intermediate SQL and/or SAS for data analysis.
Familiarity with ERP systems (Oracle, SAP, NetSuite) and BI tools (Power BI, Tableau).
Certifications (preferred): MBA, CPA, CFA, or FMVA.
Experience in budgeting, forecasting, variance analysis, and financial modeling within large or matrixed organizations. Ideal Candidate Profile
A proactive and detail-oriented financial professional who builds strong relationships, shares expertise, and adapts to feedback. The candidate should demonstrate a balance of technical skill and strategic thinking—using data to inform decisions, improve financial performance, and support organizational growth.
Recruiter Submission Template - Financial Planning & Analysis, Analyst III
Full Name:
Degree Major with University and Completion Year:
Do you have any Certifications (if any): (e.g., CPA, CFA, MBA, FMVA):
Total Years of Professional Experience:
Total Years of Experience in Financial Planning & Analysis (FP&A):
Total Years of Experience in Budgeting, Forecasting, and Financial Modeling:
Total Years of Experience with ERP Systems (Oracle, SAP, NetSuite):
Total Years of Experience with BI Tools (Power BI, Tableau):
Total Years of Experience with Excel (Advanced Functions, Pivot Tables, Macros):
Total Years of Experience with SQL/SAS:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, ZIP Code):
Current Work Authorization Status (e.g., US Citizen, Green Card, H1B, etc.):
Expected Salary:
Willing to Work 100% Onsite in Atlanta, GA:
Location: Atlanta, GA, US (Onsite) - Local
Note: Work location is on-site with the flexibility to work remotely, the primary location will be in-office for meetings, per Healthcare's Authorized States Policy
Overview
The FP&A Analyst III will play a key role in supporting strategic planning, budgeting, forecasting, and performance improvement initiatives across the organization. This position requires strong analytical capabilities, financial modeling expertise, and cross-functional collaboration to provide data-driven insights that guide business decisions.
Key Responsibilities
Support annual budgeting, long-range planning, and financial forecasting processes.
Perform detailed financial modeling, variance analysis, and cost-benefit evaluations.
Identify cost-saving opportunities and monitor operational performance trends.
Partner with business units to support financial reporting, audit readiness, and compliance.
Communicate financial insights and recommendations to senior leadership.
Leverage data analytics and modeling tools to drive strategic decision-making.
Must-Have Qualifications
Education: Bachelor's degree in Finance, Business, Accounting, or a related field.
Experience: Minimum 3 years of Financial Planning & Analysis or directly related business experience.
Strong business acumen and ability to apply financial insights to operational performance.
Excellent communication, collaboration, and problem-solving skills.
Preferred / Nice-to-Have Skills
Project Management: 1+ year of experience leading or supporting financial projects.
Technical Proficiency:
Advanced Excel (pivot tables, macros, complex formulas, data visualization).
Intermediate SQL and/or SAS for data analysis.
Familiarity with ERP systems (Oracle, SAP, NetSuite) and BI tools (Power BI, Tableau).
Certifications (preferred): MBA, CPA, CFA, or FMVA.
Experience in budgeting, forecasting, variance analysis, and financial modeling within large or matrixed organizations. Ideal Candidate Profile
A proactive and detail-oriented financial professional who builds strong relationships, shares expertise, and adapts to feedback. The candidate should demonstrate a balance of technical skill and strategic thinking—using data to inform decisions, improve financial performance, and support organizational growth.
Recruiter Submission Template - Financial Planning & Analysis, Analyst III
Full Name:
Degree Major with University and Completion Year:
Do you have any Certifications (if any): (e.g., CPA, CFA, MBA, FMVA):
Total Years of Professional Experience:
Total Years of Experience in Financial Planning & Analysis (FP&A):
Total Years of Experience in Budgeting, Forecasting, and Financial Modeling:
Total Years of Experience with ERP Systems (Oracle, SAP, NetSuite):
Total Years of Experience with BI Tools (Power BI, Tableau):
Total Years of Experience with Excel (Advanced Functions, Pivot Tables, Macros):
Total Years of Experience with SQL/SAS:
Contact Number:
Email ID:
LinkedIn Profile URL:
Full Address (Street, City, State, ZIP Code):
Current Work Authorization Status (e.g., US Citizen, Green Card, H1B, etc.):
Expected Salary:
Willing to Work 100% Onsite in Atlanta, GA: