Financial Planning Analyst

The FP&A Analyst will be responsible for maintaining financial models, producing recurring reports, analyzing variances, building dashboards, and supporting planning cycles including budgeting, forecasting, and long-range planning. This role provides an excellent opportunity for an early-to-mid career finance professional to gain exposure to executive leadership while supporting strategic financial decision-making in a fast-paced, growth-oriented environment.

• Support monthly, quarterly, and annual budgeting, forecasting, and variance analysis by gathering data, validating inputs, and delivering timely financial insights.
• Maintain and enhance financial models covering revenue, gross margin, EBITDA, headcount, and operating expenses across multiple business units.
• Prepare recurring management reports, including monthly financial packages, KPI dashboards, trend analyses, and executive summaries.
• Develop and maintain dashboards using Power BI, Tableau, Excel, or similar BI tools to provide visibility into financial and operational performance.
• Perform ad hoc financial analyses to support strategic initiatives such as pricing, cost optimization, capital expenditure evaluations, and growth investments.
• Ensure the accuracy and integrity of financial reporting by reconciling data sources, identifying discrepancies, and resolving reporting issues.
• Assist in preparing board-level presentations, executive reporting packages, and investor reporting materials.
• Collaborate with Accounting, Sales Operations, Human Resources, and other cross-functional teams to validate financial assumptions and collect business inputs.
• Identify opportunities to automate recurring reporting processes and improve reporting efficiency through enhanced tools and workflows.

• 2–4 years of experience in Financial Planning & Analysis (FP&A), Corporate Finance, Accounting, or Management Reporting.
• Strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and financial modeling.
• Experience with business intelligence and reporting tools such as Power BI, Tableau, or similar platforms.
• Strong analytical and problem-solving skills with exceptional attention to detail and data accuracy.
• Ability to manage multiple priorities and consistently meet deadlines in a fast-paced environment.
• Excellent verbal and written communication skills with the ability to present financial information to both financial and non-financial stakeholders.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• Experience working in private equity-backed or high-growth organizations.
• Industry experience in distribution, telecommunications, technology, or multi-site service organizations.
• Working knowledge of SQL or other data analytics tools.
• Familiarity with ERP systems and financial consolidation/reporting platforms.
• Progress toward or completion of CPA, CFA, or MBA credentials.

The ideal candidate is an analytical and detail-oriented finance professional with a passion for financial analysis and continuous improvement. They are organized, proactive, and thrive in a dynamic environment where they can contribute to building scalable financial processes. This individual is comfortable working with large datasets, solving complex business problems, collaborating across departments, and partnering with leadership to support strategic business decisions.