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Financial Planning Analyst - job post

Milestone Technologies, Inc.
3.4 out of 5

Full job description

Company Overview

Milestone Technologies is a global IT managed services firm that partners with organizations to scale their technology, infrastructure and services to drive specific business outcomes such as digital transformation, innovation, and operational agility. Milestone is focused on building an employee-first, performance based culture and for over 25 years, we have a demonstrated history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow. Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.

Our seasoned professionals deliver services based on Milestone’s best practices and service delivery framework. By leveraging our vast knowledge base to execute initiatives, we deliver both short-term and long-term value to our clients and apply continuous service improvement to deliver transformational benefits to IT. With Intelligent Automation, Milestone helps businesses further accelerate their IT transformation. The result is a sharper focus on business objectives and a dramatic improvement in employee productivity. Through our key technology partnerships and our people-first approach, Milestone continues to deliver industry-leading innovation to our clients. With more than 3,000 employees serving over 200 companies worldwide, we are following our mission of revolutionizing the way IT is deployed around the globe.

Job Overview

We are seeking a Financial Planning Analyst to contribute to forecast analysis, identify business trends, and evaluate financial status for successful budgeting.


  • Identify financial status by comparing and analyzing actual results with plans and forecasts, monitoring variances, and identifying trends
  • Provide basic forecast analysis to help business stay in budget
  • Collaborate with team members and business partners
  • Reconcile transactions by comparing and correcting data facilities overall security posture
  • Maintain database by entering, verifying, and backing up data
  • Protect operations by keeping financial information confidential
  • Contribute to team effort by accomplishing related results as needed


  • Bachelor's degree in Finance, Accounting, Economics or related field of study
  • Minimum 3+ years of experience in financial analyst role or similar
  • Highly motivated and able to work independently as well as in a team environment
  • Outstanding customer service, communication, and presentation skills
  • Excellent planning and organizational skills
  • Demonstrated courage with difficult issues despite personal risk or discomfort
  • Analytic and critical thinking skills that drive results
  • Knowledge of processes and procedures development
  • Clear and succinct writing skills in technical and non-technical formats
  • Excellent computer skills and comprehension of MS Office (Outlook, Word, Excel, PowerPoint)
  • Strong knowledge of Excel, Problem Solving, Financial Planning and Analysis is a plus
  • Experience with Hyperion and workday Adaptive Planning a plus
  • Knowledge of NPV, IRR, ROI and other financial metrics to evaluate and support investment decisions a plus


Estimated Pay Range: Exact compensation and offers of employment are dependent on circumstances of each case and will be determined based on job-related knowledge, skills, experience, licenses or certifications, and location.

Our Commitment to Diversity & Inclusion

At Milestone we strive to create a workplace that reflects the communities we serve and work with, where we all feel empowered to bring our full, authentic selves to work. We know creating a diverse and inclusive culture that champions equity and belonging is not only the right thing to do for our employees but is also critical to our continued success.

Milestone Technologies provides equal employment opportunity for all applicants and employees. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, gender, gender identity, marital status, age, disability, veteran status, sexual orientation, national origin, or any other category protected by applicable federal and state law, or local ordinance. Milestone also makes reasonable accommodations for disabled applicants and employees.

We welcome the unique background, culture, experiences, knowledge, innovation, self-expression and perspectives you can bring to our global community. Our recruitment team is looking forward to meeting you.

This position may be assigned to a client that requires all individuals on-site to have the COVID-19 vaccination. The individual must be fully vaccinated before starting work at such a client site.

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