Financial Planning & Analysis Analyst

About This Role

This Financial Planning & Analysis Analyst role involves supporting financial operations by providing insightful analysis and strategic recommendations. The position is crucial for maintaining financial health and driving informed business decisions within the organization.

Responsibilities

• Ensure all work is captured in Jira - no task is worked without an associated ticket
• Ensure tickets are fully populated with required information before assignment
• Maintain ticket labeling so it's always clear what remains to complete each contract milestone
• Lead the daily team call, communicating clear, prioritized expectations for each resource
• Identify tasks that fall behind expected timeframes and escalate promptly
• Monitor team capacity and utilization; flag when additional capacity is needed
• Maintain full utilization of team members across active work
• Generate and maintain metrics on team and individual performance, with velocity and quality as the primary measures (tickets completed, story points completed, reopened tickets, etc.)
• Track velocity and use it to forecast realistic completion dates for outstanding work
• Turn metrics into insights that improve predictability and process discipline over time
• Act as the primary liaison between the Product Owner and technical resources
• Translate business priorities into well-structured, actionable tickets
• Use Sprints, Kanban boards, and daily checkpoints as working tools - not as a formal Agile framework - to structure and track delivery

Requirements

• Experience in IT/software project management or a similar operational/delivery coordination role
• Hands-on experience with JIRA required, including creating dashboards - comfort configuring workflows, labels, and metrics reporting
• Experience managing software development teams and enforcing structured processes
• Familiarity with Sprint/Kanban concepts and daily standup facilitation
• Strong knowledge of the software development lifecycle
• Excellent written and verbal English
• Strong analytical skills - comfortable building and interpreting delivery metrics
• Highly organized, detail-oriented, and comfortable holding others accountable to process
• Ability to identify capacity gaps and escalate issues before they become delays

Benefits

• Support for personal and professional growth
• Private health insurance
• Team activities and perks

About the Company

ProfitOptics is a performance improvement partner for distributors and manufacturers, helping close gaps that slow decisions, drain margin, and stall growth. Diligent, part of ProfitOptics, is the software development engine building custom digital solutions for clients. The team of 250+ spans the U.S. and Serbia, combining deep industry expertise with hands-on delivery.