Financial Planning & Analysis Analyst

Brief Overview

The FP&A Analyst supports budgeting, forecasting, reporting, and business analysis by gathering data, maintaining models, preparing recurring reports, and surfacing basic insights for finance and operating leaders.

Essential Functions

• Aid in annual budgets, quarterly forecasts, and monthly reforecasts.
• Create and maintain financial models, trend files, and supporting analyses for projects, sales, and operating expenses.
• Pull, clean, and reconcile data from ERP and reporting systems; support report automation and process improvement.
• Support ad hoc analysis, business cases, and selected strategic projects, including preliminary M&A and scenario analysis as needed.
• Use and improve tools such as SAP and Hyperion for reporting, planning, and Hyperion retrieve based reporting workflows.

Required Skills, Education, And Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field required.
• 2-4 years of FP&A, financial analyst, corporate finance, accounting, or related experience; project-based or industrial environments preferred.
• Strong Excel and PowerPoint skills, with the ability to structure data, create charts, and explain basic findings clearly.
• Solid understanding of budgeting, forecasting, variance analysis, and financial statement basics.
• Experience with ERP systems and reporting tools is preferred; SAP and Hyperion exposure is a plus.
• Proficiency in Microsoft Word, Excel, and PowerPoint required.
• Must meet applicable export control requirements, including qualification as a U.S. Person where required by law or contract.

Preferred Qualifications

• Ability to effectively handle tasks in a fast-paced environment.
• Able to work late and on weekends when necessary.
• Has confidence in leading processes, projects and looks for opportunities.
• Able to work with management team to help drive performance.