Financial Analyst

Overview

An organization is seeking an FP&A Analyst to support financial planning, forecasting, and performance analysis across the business. This role requires strong analytical skills combined with the ability to deliver executive-ready storytelling and insights that drive action. The analyst will connect data, systems, and business context to provide meaningful financial insights.

Responsibilities

• Assist in developing annual budgets, monthly forecasts, and long-range financial plans
• Support the implementation and ongoing management of Workday Adaptive Planning
• Collaborate cross-functionally to gather inputs, assumptions, and key business drivers
• Analyze financial performance versus budget/forecast, highlighting variances, trends, risks, and opportunities
• Build and maintain financial models to inform business decisions and strategic initiatives
• Support creation of dashboards and data visualizations for senior leadership (Power BI preferred)
• Manage budgets for multiple departments with a focus on ROI and fiscal discipline
• Identify opportunities to improve financial processes, automation, and accuracy

Success Criteria (First 60–90 Days)

• Confidently run key forecast and budget workflows and improve at least one aspect of the process (speed, accuracy, or usability)
• Build at least one model or dashboard used by leadership to make decisions
• Gain trust from cross-functional partners by delivering fast, clear, and value-adding work

Requirements

• Bachelor’s degree in Finance, Economics, Applied Mathematics, Statistics, Data Science, or related field (or equivalent experience)
• 0-2 years of experience in FP&A or corporate finance preferred; capability is prioritized over tenure
• Strong analytical skills including financial modeling, forecasting, and quantitative methods
• Proficiency with ERP systems (e.g., NetSuite, SAP ByDesign) and planning tools (e.g., Workday Adaptive Planning); implementation experience is a plus
• Experience building interactive dashboards using Power BI, Tableau, or Looker
• Excellent communication skills with the ability to translate complex analysis into clear, actionable takeaways
• High attention to detail, strong ownership, and ability to manage shifting priorities

Preferred Qualifications

• Self-starter with a deep curiosity and ability to learn new systems and business problems quickly
• Ability to take minimal direction and deliver comprehensive models, analyses, insights, and recommendations
• Advanced Excel skills including formulas, clean structuring, speed, and accuracy
• Ability to create clear, simple, and visual PowerPoint narratives suitable for executives
• Experience building Power BI dashboards that provide real-time insights rather than just visual appeal
• Systems thinker who enjoys improving processes and connecting ERP, planning tools, reporting, and dashboards
• Collaborative, low-ego, reliable under pressure, and high-output personality

Compensation & Benefits

• Annual base salary range: $60,000 - $70,000, commensurate with experience

Location

Not specified

The organization is committed to an inclusive workplace with equal opportunities for all and complies with all legal requirements.