Financial Planning & Analysis Analyst

Description

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.

• - Assist in preparing annual budgets, quarterly forecasts, and long-term financial plans.
• - Analyze variances between actual and forecasted financial results, providing explanations and recommendations.

• - Develop financial models to support business planning, investment decisions, and strategic initiatives.
• - Conduct scenario and sensitivity analyses to assess risks and opportunities.

• - Prepare and maintain financial reports, dashboards, and presentations for senior management.
• - Track and analyze key performance indicators (KPIs) to monitor business performance.

• - 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.

• - Support M&A, capital expenditure analysis, and other strategic projects as needed.
• - Assist in automation and process improvement initiatives within the finance function.

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

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

• - 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.

• - Ability to interpret complex financial data and provide meaningful insights.
• - Strong attention to detail and accuracy.

• - Excellent verbal and written communication skills.
• - Ability to work effectively with cross-functional teams and senior leadership.

• - Ability to work in a fast-paced environment and manage multiple priorities.
• - Proactive and self-motivated with a desire to drive continuous improvement.

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