Financial Planning & Analysis Analyst

General position summary

The Financial Planning & Analysis (FP&A) Analyst performs financial analysis and supports budgeting, forecasting, and reporting processes. This role is primarily responsible for data preparation, variance analysis, and report generation, ensuring accurate and timely financial information is delivered to finance leadership and business stakeholders.

On-site Essential Duties & Responsibilities

• Prepare and update recurring financial reports (monthly, quarterly, and ad hoc)
• Compile and consolidate data for budgeting and forecasting cycles
• Perform detailed variance analysis and flag significant fluctuations for review
• Maintain financial models and spreadsheets under direction of FP&A leadership
• Validate and reconcile financial data across systems and reports
• Support budget owners by providing requested financial data and standard reports
• Aid in the preparation of presentation materials and reporting packages
• Execute standard financial processes, including data pulls, uploads, and system updates
• Document processes and support improvements to reporting consistency and efficiency

Job Skills Required

• Strong Excel skills (formulas, pivot tables, data manipulation)
• Solid analytical and data validation skills
• High attention to detail and accuracy
• Ability to follow established processes and meet deadlines
• Clear written and verbal communication skills
• Basic financial modeling capability

Other Duties & Responsibilities

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Required Education & Experience

• Bachelor’s degree in Finance, Accounting, Mathematics or related field required
• 1–3 years of experience in FP&A, accounting, or financial analysis
• Experience working with financial systems and reporting tools a plus
• Progress toward CPA, CFA, or MBA is a plus, but not required

Travel

Less than 10% travel required.

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
Ability to write routine reports.
Ability to speak effectively before groups of customers or employees of organization.
Excellent written and verbal communication skills.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
Ability to apply concepts of basic algebra and geometry.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Operations

• To perform this job successfully, an individual should have strong knowledge of Microsoft Office Suite, and the ability to learn and effectively use software applications such as move management, accounting/billing, HRIS, timekeeping and other applications used in the performance of job duties.

Planning/Organization

• Ability to prioritize and re-prioritize as situations and needs change throughout the workday
• Ability to multi-task and organize workflow to manage daily responsibilities, meet deadlines and prioritize work

Physical/Environmental Demands

• Activity: Stand - Under 1/3 Time
  Walk - Under 1/3 Time
  Sit – Over 2/3 Time
  Use hands to finger, handle, or feel - Over 2/3 Time
  Reach with hands and arms – 1/3 to 2/3 Time
  Climb or balance – None
  Climb or balance – None
• Physical Activity Level: The employee must occasionally lift and/or move up to 10 pounds.
  While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
  The employee is occasionally required to reach with hands and arms.
• Manual Dexterity: Manual dexterity sufficient to reach/handle items, works with the fingers, and perceive attributes of objects and materials.
• Special Vision Requirements: Specific vision abilities required by this job include close vision and ability to adjust focus.

Working Conditions

Cubicle working environment
Noise level in the work environment is usually moderate

Physical/Environmental Demands

• Activity: Stand - Under 1/3 Time
  Walk - Under 1/3 Time
  Sit – Over 2/3 Time
  Use hands to finger, handle, or feel - Over 2/3 Time
  Reach with hands and arms – 1/3 to 2/3 Time
  Climb or balance – None
  Climb or balance – None
• Physical Activity Level: The employee must occasionally lift and/or move up to 10 pounds.
  While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
  The employee is occasionally required to reach with hands and arms.
• Manual Dexterity: Manual dexterity sufficient to reach/handle items, works with the fingers, and perceive attributes of objects and materials.
• Special Vision Requirements: Specific vision abilities required by this job include close vision and ability to adjust focus.

Special Equipment

• Microsoft Office Suite
• Software applications such as move management, accounting/billing, HRIS, timekeeping and other applications used in the performance of job duties.

Supervisory Responsibilities

• None

Company Information

The Suddath Companies is a multifaceted group of companies that specialize in worldwide corporate employee relocations, household moving, warehouse and logistics management and specialized transportation services. The Suddath Companies provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.