Financial Planning & Analysis Analyst

About the role

The FP&A Analyst supports financial decision-making by collecting, analyzing, and interpreting financial data. This role involves budgeting, forecasting, financial modeling, and performance analysis to help the organization achieve its strategic and financial goals. The FP&A Analyst works closely 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 financial 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 and provide data-driven insights to improve operational efficiency and profitability.
• Perform capital expenditure analysis and forecasting to assist in cash flow tracking and decision-making.
• Support M&A, capital expenditure analysis, and other strategic projects as needed.
• Assist in 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.

Skills

• Strong proficiency in Microsoft Excel (financial modeling, pivot tables, VLOOKUP, etc.).
• 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.
• Ability to interpret complex financial data and provide meaningful insights.
• Strong attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Ability to work effectively with cross-functional teams and senior leadership.
• 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) is a plus.

Pay

$70K–80K commensurate with experience.