The FP&A Analyst supports budgeting, forecasting, and strategic financial planning. Responsibilities include preparing monthly, quarterly, and annual operating reports; creating budget presentations; conducting variance analysis; analyzing financial and operational data; developing KPI reporting; and providing recommendations to management. The role requires advanced Excel, PowerPoint, and Tableau skills, financial modeling experience, familiarity with financial systems, and a bachelor’s degree in Finance or Accounting.
Job Summary
The FP&A Analyst will assist in the financial planning, budgeting and forecasting process contributing to the information given to the executive team for strategic financial decision making.
Job Duties and Responsibilities
Job Specifications
Skills
Work Experience
The FP&A Analyst will assist in the financial planning, budgeting and forecasting process contributing to the information given to the executive team for strategic financial decision making.
Job Duties and Responsibilities
- Own and deliver the timely preparation of monthly, quarterly and yearly operating reports. This includes monthly financial operating decks, budget presentations and owner requested ad hoc reporting.
- Supports the annual budgeting cycle and periodic forecast updates, ensuring proper integration with strategic and capital planning efforts.
- Prepare clear and concise variance analysis and commentary explaining the drivers of variances between actual, forecast and budget.
- Analyze complex financial and operational data to provide accurate and timely recommendations to management for decision making purposes.
- Work with Finance leadership to develop KPIs, generate recurring reports monitoring KPI performance, and communicate results to Finance leadership and senior management.
- Other duties as assigned.
Job Specifications
Skills
- Strong interpersonal skills, emphasizing teamwork and collaboration.
- Solid understanding of financial statements and key financial concepts (P&L, balance sheet, cash flow).
- Advance Microsoft Excel, Power Point, and Tableau (or similar BI tools) skill.
- Familiarity with budgeting, forecasting, and financial consolidation principle.
- Articulate with excellent verbal and written communication skills.
- Ability to complete financial modeling in Excel with forecasting capabilities.
- Strong attention to detail and deadlines.
- Required: Bachelor’s degree in Finance or Accounting.
Work Experience
- Required: Minimum 2 years of experience in an FP&A role.
- Required: Experience creating dashboards and visual reports in Tableau (or similar BI tools).
- Required: Experience with financial systems and reporting tools (e.g., NetSuite, SAP, Oracle, Adaptive Insights).
- Prolonged period sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
- High stress tolerance with a highly developed sense of urgency.
- 11 Paid Holidays
- Paid Time Off (PTO)
- Health, Dental, and Vision Benefits
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Company Paid Life Insurance
- Company Paid Employee Assistance Program (EAP)
- 401K with a Company Match
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