Overview
The FP&A Analyst supports financial decision-making by collecting, analyzing, and interpreting financial data. This role focuses on budgeting, forecasting, financial modeling, and performance analysis to help the organization achieve its strategic and financial goals. You will partner with finance, accounting, and business teams to provide insights that drive efficiency and profitability.
Responsibilities
- Assist in preparing annual budgets, quarterly forecasts, and long-term financial plans.
- Analyze variances between actual and forecasted 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.
- Perform capital expenditure analysis and forecasting to assist with cash flow tracking and decision-making.
- Support M&A, capital expenditure analysis, and other strategic projects as needed.
- Assist with automation and process improvement initiatives within the finance function.
Requirements
- 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.
Technical Skills
- Strong proficiency in Microsoft Excel, including financial modeling, pivot tables, and VLOOKUP.
- 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.
Analytical & Problem-Solving Skills
- Ability to interpret complex financial data and provide meaningful insights.
- Strong attention to detail and accuracy.
Communication & Collaboration
- Excellent verbal and written communication skills.
- Ability to work effectively with cross-functional teams and senior leadership.
Adaptability & Initiative
- Ability to work in a fast-paced environment and manage multiple priorities.
- Proactive and self-motivated, with a desire to drive continuous improvement.
Preferred Qualifications
- CPA, CFA, or MBA (or working towards certification).
Compensation & Benefits
- $70K–$80K, commensurate with experience.