Financial Analyst, FP&A

Major Duties And Responsibilities

• Help to drive the budget and forecast processes
• Summarize budget estimates and forecast updates and review for completeness and accuracy
• Prepare special budget analysis reports
• Build and manage key revenue reporting and modeling
• Leverage historical financial data and updates from financial forecasts for Finance and Executive Leadership Team
• Work closely with revenue leaders and the internal Accounting team during key financial deadlines
• Aid in research, analysis, and developing recommendations for strategic projects
• Produce CFO-level ad-hoc analyses with guidance from Manager
• Assist with other related special projects and assignments to support departmental and organizational goals related to financial planning and analysis

Qualifications And Skills

• Bachelor’s degree in Finance or related field is required
• Requires at least 2+ years of Experience with prior Investment Banking, Corporate Finance, or FP&A experience preferred
• Advanced proficiency utilizing Microsoft applications, particularly Excel and Powerpoint, is required
• Knowledge of Microsoft Dynamics 365 is a plus
• Establishing and fostering collaborative relationships across all levels to provide a high level of service in a fast-paced environment is required
• Strong time management and sense of urgency to address issues promptly is necessary in this role along with the ability to be flexible and agile
• Highly organized and detail oriented