Financial Planning & Analysis Analyst (FP&A)

MAJOR ACCOUNTABILITIES include the following.  Other duties may be assigned.

Support the financial team with the budgeting/forecasting process. 

• Develop and manage budget timelines to ensure project expectations are clearly stated to meet reporting and approval deadlines


• Organize data and supporting documents to facilitate review of financial forecasts and non-financial performance indicators.


• Work with budget stakeholders to verify forecasts align with the organization’s initiatives and goals.


• Examine performance indicators and identify outliers.


• Ensure budget files are accurate and complete. Prepare budget report presentation package.  


• Make improvement recommendations to management as needed.

Assist with financial planning to attain improved financial results. 

• Be the subject matter expert for the financial planning of assigned projects which includes updating, monitoring, and auditing data to support assigned projects.


• Participate in cross departmental meetings to ensure the financial planning has been considered and addressed for projects and initiatives.


• Assist staff in developing financial plans and review effectiveness of standard operating procedures.


• Prepare and distribute budget reports and meet with departmental staff to analyze historical data and assist with projects and plans for execution.


• Investigate inquiries and provide explanations for staff to recommend solutions.

Assist with financial modeling and analytics to support strategic initiatives. 

• Use and update financial models to assist with ad hoc and long-term planning.


• Create ad-hoc predictive and prescriptive analysis to assist leadership in decision making.


• Participate in the implementation and continuous improvement of modeling and analysis software.

Other Skills and Abilities                                                     

• Work with sensitive information and maintain confidentiality.


• Work through problems logically, attempt solutions independently, and think beyond the immediate need presented.


• Gather and analyze information skillfully, prioritize and plan work activities and use time efficiently to ensure deadlines are met.


• Maintain accuracy, thoroughness, and confidentiality, perform under minimal supervision, and work extended hours as necessary.


• Possess highly detailed and analytical capabilities required to work with financial data.


• Possess excellent verbal, written, and interpersonal skills with the ability to translate financial information to a general audience.