Financial Planning & Analysis Analyst

The FP&A Analyst excels at supporting financial decision-making by collecting, analyzing, and interpreting financial data. This role involves budgeting, forecasting, financial modeling, and performance analysis to help the organization achieve its strategic and financial goals. The FP&A Analyst works closely with finance, accounting, and business teams to provide insights that drive efficiency and profitability.

Financial Planning & Forecasting:

- Assist in preparing annual budgets, quarterly forecasts, and long-term financial plans.

- Analyze variances between actual and forecasted financial results, providing explanations and recommendations.

Financial Modeling & Analysis:

- Develop financial models to support business planning, investment decisions, and strategic initiatives.

- Conduct scenario and sensitivity analyses to assess risks and opportunities.

Performance Reporting & KPI Tracking:

- Prepare and maintain financial reports, dashboards, and presentations for senior management.

- Track and analyze key performance indicators (KPIs) to monitor business performance.

Business Partnering & Decision Support:

- Collaborate with cross-functional teams to support financial analysis needs.

- Provide data-driven insights and recommendations to improve operational efficiency and profitability.

-Capital expenditure analysis and forecasting to assist in cash flow tracking and decision making.

Ad Hoc Analysis & Special Projects:

- Support M&A, capital expenditure analysis, and other strategic projects as needed.

- Assist in automation and process improvement initiatives within the finance function.

Qualifications & Skills:

Education:

Bachelor’s degree in Finance, Accounting, or a related field.

Experience:

1-4 years of experience in financial planning and analysis, corporate finance, or a similar role.

Technical Skills:

- Strong proficiency in Microsoft Excel (financial modeling, pivot tables, VLOOKUP, etc.).

- Experience with financial planning tools (e.g., Hyperion) and ERP systems (e.g., Netsuite).

- Familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.

Analytical & Problem-Solving Skills:

- Ability to interpret complex financial data and provide meaningful insights.

- Strong attention to detail and accuracy.

Communication & Collaboration:

- Excellent verbal and written communication skills.

- Ability to work effectively with cross-functional teams and senior leadership.

Adaptability & Initiative:

- Ability to work in a fast-paced environment and manage multiple priorities.

- Proactive and self-motivated with a desire to drive continuous improvement.

Preferred Qualifications:

- CPA, CFA, or MBA (or working towards certification) is a plus.