FP&A Analyst

• Pay or shift range: $100,000 USD to $120,000 USD. The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.

Team/Department Overview: Accounting & Finance – Reporting directly to the Manager of FP&A and Strategic Finance.

About the Role: Reporting directly to the Manager of FP&A and Strategic Finance, the Financial Planning & Analysis (FP&A) Analyst will focus on reporting and budget vs. actual analysis. The successful candidate will support the finance team in producing timely and accurate financial reports, analyzing variances, and providing valuable insights to management to drive business decisions. This role is ideal for someone with strong analytical skills and a passion for financial reporting, budgeting, and forecasting.

In addition to reporting, this role will work closely with the Strategic Finance team to jointly produce investor relations materials including board materials. The right person for this role will be passionate about delivering data in a timely, accurate and relatable fashion to key business partners.

• Prepare, review, and deliver accurate monthly financial reports, including P&L statements. Ensure reports are delivered to stakeholders in a timely manner.
• Provide detailed variance analysis comparing actual financial performance to budgeted figures. Identify trends, fluctuations, and anomalies in financial results, and present findings to key stakeholders in an easily digestible format.
• Use the findings from variance analysis to provide strategic insights and actionable recommendations for management to optimize performance, reduce costs, or capitalize on opportunities.

• Assist in the development of the budget by working with various departments to consolidate input on projected expenses while considering historical expenses. Review and challenge assumptions to ensure that the budget is both realistic and aligned with the company’s objectives.
• Regularly participate in budget review meetings, providing financial analysis and insights to business leaders. Help ensure that budgets are adhered to and identify potential areas where adjustments may be needed throughout the year.

• Partner closely with the Director of Revenue Operations to develop and refine compensation-to-gross-profit analysis. Work together to model the financial impact of compensation structures and incentive plans on overall gross profit margins.
• Collaborate to support sales team’s objectives, ensuring the alignment of resources and investment.
• Respond to key stakeholder requests for detailed financial analysis on ad-hoc projects, such as potential operational cost savings. Provide insights to inform key strategic decisions.
• Identify and implement process improvements to enhance financial operations and controls.
• Forge meaningful relationships with department heads and become a trusted advisor, highlighting risks, building sensitivity models and driving solutions to problems as they arise.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2+ years of experience in FP&A, financial analysis, or related roles, ideally in a fast-paced corporate environment.
• Experience with financial systems (Net Suite Planning and Budgeting) and reporting tools.
• Strong proficiency in financial modeling, budgeting, forecasting, and variance analysis.
• Strong proficiency with Microsoft Excel, Powerpoint, Google Sheets & Google Slides.
• Understanding of financial statements and their interdependencies as well as GAAP reporting.
• Excellent attention to detail and accuracy, with the ability to manage multiple tasks and deadlines.
• Excellent presentation skills and communication skills; ability to condense complex issues into succinct messages for non-financial stakeholders.
• Highly professional in approach; exudes expertise and credibility.
• Ability to excel in a fast-paced, growing, dynamic and matrixed organization.

The base salary range for this position is $100,000 - $120,000 per year.…