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Financial Planning & Reporting Analyst at One Acre Fund
One Acre Fund
September 05, 2026
Full-time
On-site
About the Role
In this role, you will be supporting monthly and quarterly reporting cycles, annual budgeting, and long-term financial planning. You will also build and maintain financial models and leverage Business Intelligence (BI) tools to drive data analysis and support strategic decision-making.
Responsibilities
Create Reports, Models, and Manage Data
Build and maintain scalable, automated financial models to support budgeting, forecasting, and long-term planning.
Ensure seamless data integration and planning workflows between internal tools and the Data Warehouse, maintaining high standards of data accuracy and integrity in all reporting systems.
Support the Monthly and Quarterly reporting process
Support the monthly and quarterly reporting cycles by spearheading the development of the reporting calendar, scheduling calls, and coordinating with FAS and Accounting teams to ensure time delivery of reports.
Assist in the preparation of monthly and quarterly reports, including roll-up files and updating projections.
Continuously identify opportunities to streamline reporting workflows and enhance the insightfulness of recurring reports.
Support Financial Planning
Assist in the annual budgeting and five-year projection process, including scheduling, template preparation, managing data flow from templates to aggregated reports, and updating planning files with actual data.
Contribute to the preparation of the Board and lender packs, including GAAP financials, fixed asset plans, and due diligence items.
Upload and validate budgets across planning platforms.
Provide ad hoc support
Provide analytical support for strategic decisions through deep-dive financial analysis, scenario modeling, and data visualization.
Use BI tools (e.g., SQL, R) to develop insights that inform operational improvements and evaluate new business opportunities.
Support other ad hoc projects as they are routinely assigned
Qualifications
Across all roles, these are the general qualifications we look for. For this role specifically, you will have:
Technical skills:
Excel skills (or Google Sheets), particularly in financial modeling, formulas, and data manipulation
Project management
Excellent written and verbal communication skills, particularly in conveying financial information to both finance and non-finance stakeholders
Knowledge:
Good understanding of financial processes and regulations.
Proficient in utilizing Business Intelligence tools, including Power BI, SSRS, and SQL.
Knowledge of Business Planning processes
Strong understanding of accounting principles (primarily GAAP)
In this role, you will be supporting monthly and quarterly reporting cycles, annual budgeting, and long-term financial planning. You will also build and maintain financial models and leverage Business Intelligence (BI) tools to drive data analysis and support strategic decision-making.
Responsibilities
Create Reports, Models, and Manage Data
Build and maintain scalable, automated financial models to support budgeting, forecasting, and long-term planning.
Ensure seamless data integration and planning workflows between internal tools and the Data Warehouse, maintaining high standards of data accuracy and integrity in all reporting systems.
Support the Monthly and Quarterly reporting process
Support the monthly and quarterly reporting cycles by spearheading the development of the reporting calendar, scheduling calls, and coordinating with FAS and Accounting teams to ensure time delivery of reports.
Assist in the preparation of monthly and quarterly reports, including roll-up files and updating projections.
Continuously identify opportunities to streamline reporting workflows and enhance the insightfulness of recurring reports.
Support Financial Planning
Assist in the annual budgeting and five-year projection process, including scheduling, template preparation, managing data flow from templates to aggregated reports, and updating planning files with actual data.
Contribute to the preparation of the Board and lender packs, including GAAP financials, fixed asset plans, and due diligence items.
Upload and validate budgets across planning platforms.
Provide ad hoc support
Provide analytical support for strategic decisions through deep-dive financial analysis, scenario modeling, and data visualization.
Use BI tools (e.g., SQL, R) to develop insights that inform operational improvements and evaluate new business opportunities.
Support other ad hoc projects as they are routinely assigned
Qualifications
Across all roles, these are the general qualifications we look for. For this role specifically, you will have:
Technical skills:
Excel skills (or Google Sheets), particularly in financial modeling, formulas, and data manipulation
Project management
Excellent written and verbal communication skills, particularly in conveying financial information to both finance and non-finance stakeholders
Knowledge:
Good understanding of financial processes and regulations.
Proficient in utilizing Business Intelligence tools, including Power BI, SSRS, and SQL.
Knowledge of Business Planning processes
Strong understanding of accounting principles (primarily GAAP)