Strategic FP&A Budget & Forecasting Analyst

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MAIN/FISCAL/HHS/ADMINIST Full Time 30-40 hours Indiv Contrib Warwick, RI, US

30+ days ago Requisition

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…