FP&A Analyst

Overview

This role involves supporting forecasting, budgeting, and financial reporting processes through detailed analysis and cross-functional partnership. The goal is to provide accurate financial insights, improve reporting efficiency, and support strategic decision-making.

Responsibilities

Forecasting & Planning

• Develop and maintain monthly, quarterly, and annual financial forecasts
• Support the annual budgeting process and long-range financial planning
• Analyze variances between actuals, forecasts, and budgets
• Identify trends, risks, and opportunities impacting financial performance

Financial Reporting

• Prepare monthly management reports and financial dashboards
• Assist in preparing executive-level presentations and board materials
• Ensure accuracy and consistency in financial data across reporting systems
• Support ad hoc reporting and data analysis requests

Analysis & Decision Support

• Conduct financial modeling and scenario analysis
• Evaluate cost structures and profitability drivers
• Provide actionable recommendations to improve financial performance
• Partner with department leaders to support strategic initiatives

Process Improvement

• Streamline budgeting and reporting processes
• Enhance financial models and reporting tools
• Support implementation or optimization of financial systems

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2+ years of financial analysis, budgeting, or forecasting experience
• Strong proficiency in Excel (advanced formulas, pivot tables, modeling)
• Experience with financial systems/ERP platforms (e.g., SAP, Oracle, Workday) preferred
• Strong analytical and problem-solving skills
• Excellent communication and presentation skills
• High attention to detail and ability to meet deadlines

Preferred Qualifications

• Experience with BI tools (Power BI, Tableau, etc.)
• Knowledge of GAAP principles
• Ability to manage large datasets and automate reporting processes

Location

• Remote position — Preferably located in Texas or Florida
• Travel: up to 25% as needed

Physical Demands

• Occasionally lifting 25lbs.
• Position sits completing computer and phone work.

Equal Opportunity

An equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, or veteran status.