Senior Financial Analyst, FP&A

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Full Time 30-40 hours Indiv Contrib Warwick, RI, US

Overview:

To support continued growth, improve financial visibility, and enhance decision-making, the Finance team requires a dedicated Budget & FP&A Analyst.

Budgeting & Forecasting

• Support and co-lead the annual budgeting process with the Director of Finance, coordinating input, timelines, and final deliverables
• Develop and maintain monthly/quarterly rolling forecasts
• Partner with department leaders to prepare and refine budgets
• Analyze actuals, budget, and forecast variances, identifying drivers and risks

Financial Analysis & Reporting

• Prepare monthly financial reporting packages with key insights
• Build and maintain dashboards and KPIs for financial and operational performance
• Conduct ad hoc financial analysis to support business decisions
• Perform trend analysis, scenario modeling, and profitability analysis

Business Partnering

• Act as a finance partner to department heads on spending, budgeting, and ROI
• Support strategic initiatives with financial modeling and business case development
• Communicate financial performance clearly to non-finance stakeholders

Process Improvement & Systems

• Own day-to-day administration of Adaptive Planning, supporting annual budgeting, forecasts, system functionality, and reporting capabilities
• Streamline and standardize budgeting and forecasting processes
• Identify and implement automation opportunities to improve efficiency, accuracy, and scalability
• Improve data accuracy, integrity, and accessibility for reporting
• Assist in implementation or optimization of FP&A tools

Cost Management & Controls

• Identify cost-saving opportunities and operational efficiencies
• Review and maintain departmental allocations, updating budgeting and forecasting models as cost structures or organizational needs change
• Ensure expenditures align with financial plans and company objectives

Support to Accounting & Close Process

• Collaborate with accounting during month-end close
• Ensure accurate expense classification for reporting
• Assist with accruals, reforecasts, and financial reconciliations as needed

• Maintaining and updating forecasts in Adaptive Planning, including incorporating actuals and revising assumptions
• Monitor personnel requisitions and update headcount and compensation assumptions within the budgeting and forecasting model Preparing and distributing monthly financial reporting packages and dashboards
• Working with department managers to review budget vs. actuals and understand variances
• Supporting the annual budgeting process, including collecting input, updating models, and coordinating timelines
• Prepare monthly financial reporting packages to Board of Directors and Management
• Building and refining reports and dashboards to improve visibility of financial performance
• Performing variance analysis and summarizing key drivers for leadership
• Assisting with scenario modeling and ad hoc analysis to support operational and strategic decisions
• Monitoring departmental spending and following up on unexpected variances or trends
• Identifying opportunities to improve or automate existing reporting and planning processes
• Supporting month-end close by coordinating with accounting on accruals, and reclasses
• Ad Hoc Reporting requests as needed

Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field
• 2–5+ years of relevant FP&A, corporate finance, or accounting experience, with hands‑on budgeting and forecasting responsibility
• Experience administering or working within FP&A systems, such as Adaptive Planning, preferred
• Strong financial modeling, Excel, systems, reporting, analytical, problem‑solving, and communication skills
• Ability to manage multiple priorities and meet deadlines
• Estimated Salary $75,000-$95,000 based on experience

Education:

• Bachelor’s degree in Finance, Accounting or related field

LANGUAGE SKILLS

Ability to read, analyze, and interpret technical directives and the ability to write reports and effectively present information and respond to questions from employees and…