Associate, Financial Planning and Analysis

Overview

This role supports program performance and financial reporting across multiple locations, clients, and programs. Responsibilities include analyzing operating statistics and income/gross profit performance, producing recurring reports, and supporting budgeting and forecasting activities.

Responsibilities

• Program Results:
  • Analyze key operating statistics and income/gross profit performance.
  • Evaluate underlying operational metrics and business trends with business owners.
  • Document variance analyses and explain reasons actual results differ from budgeted and forecasted results.
• Reporting:
  • Generate monthly and quarterly reports from the general ledger.
  • Respond to internal requests for reports, investigations, and analysis.
  • Use Excel and other financial reporting tools and databases.
• Budgeting and Forecasting:
  • Prepare the monthly forecast and annual budget for multiple locations, clients, and programs.
  • Support the FP&A Manager/Senior Officer and other FP&A Analysts in developing forecasts.
  • Validate and analyze budget/forecast submissions for the FP&A Manager/Senior Officer.
• Other:
  • Prepare variance analysis reports for senior managers.
  • Participate as a team member on finance projects aimed at improving the business.
  • Perform other job-related duties as assigned.

Requirements

• No specific requirements were provided in the job description.

Compensation & Benefits

• No compensation or benefits information was provided in the job description.

Location

• No location information was provided in the job description.