Principal Financial Planning Analyst Location: Fairfax, VA Employment Type: Full-Time
Reports To: Senior Director, Finance A rapidly growing, private equity–backed technology and engineering firm in the aerospace and defense sector is seeking a Principal Financial Planning Analyst to join its finance team. This organization is recognized for its innovative solutions and commitment to supporting mission-critical programs for government and commercial clients.
Position Summary:
The Principal Financial Planning Analyst will serve as a strategic partner to executive leadership, driving financial insight, forecasting accuracy, and data-driven decision making across the enterprise. This role is responsible for developing complex financial models, analyzing business performance, and supporting strategic planning initiatives that directly influence company growth and valuation. The ideal candidate combines analytical depth with strong business acumen and thrives in a fast-paced, dynamic environment.
Key Responsibilities:
Lead the development and maintenance of financial forecasts, annual operating plans, and long-range strategic models
Partner with executive leadership and functional teams to translate business drivers into actionable financial insights and performance metrics
Analyze revenue, margin, and cost trends to identify opportunities for growth, efficiency, and improved profitability
Drive monthly and quarterly management reporting, including variance analysis, KPIs, and executive presentations
Support valuation modeling, scenario planning, and sensitivity analysis for board and investor discussions
Collaborate cross-functionally to improve forecast accuracy and streamline data flows across ERP, project, and BI systems
Build and enhance financial models to support decision-making around pricing, capital allocation, and resource planning
Support due diligence, integration, and strategic initiatives related to private equity investment and future exit strategy
Develop and refine dashboards and automated reporting tools to improve visibility and speed of information delivery
Continuously evaluate and improve FP&A processes, tools, and methodologies to support a more agile, data-driven finance function
Required Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, or related field
9+ years of progressive experience (or 7+ with a Master’s degree) in FP&A, corporate finance, or related analytical roles
Experience in government contracting
Advanced financial modeling and analytical skills, with demonstrated ability to translate data into actionable insights
Experience with forecasting, budgeting, and variance analysis in a multi-project or multi-business environment
Strong cross-functional collaboration and executive communication skills
Proficiency with Excel, Power BI (or similar), and ERP systems
Proven success improving FP&A processes, data automation, or dashboarding initiatives
Exceptional attention to detail, accuracy, and intellectual curiosity
Preferred Qualifications:
MBA, CMA, and/or CPA
Experience in a private equity–backed environment
Experience in manufacturing
Familiarity with revenue recognition, indirect rate structures, and cost allocations
Experience supporting valuation modeling, M&A, or investor reporting
This employer is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law. Reasonable accommodation is available for the application and interview process.