Financial Planning and Analysis Analyst

About the role

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.

Responsibilities

• Own and deliver the timely preparation of monthly, quarterly, and yearly operating reports, including monthly financial operating decks, budget presentations, and owner‑requested ad‑hoc reporting.
• Support 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.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• Minimum 2 years of experience in an FP&A role.
• Experience creating dashboards and visual reports in Tableau (or similar BI tools).
• Experience with financial systems and reporting tools (e.g., NetSuite, SAP, Oracle, Adaptive Insights).

Skills

• Strong interpersonal skills, emphasizing teamwork and collaboration.
• Solid understanding of financial statements and key financial concepts (P&L, balance sheet, cash flow).
• Advanced proficiency in Microsoft Excel, PowerPoint, and Tableau (or similar BI tools).
• Familiarity with budgeting, forecasting, and financial consolidation principles.
• Excellent verbal and written communication skills.
• Ability to complete financial modeling in Excel with forecasting capabilities.
• Strong attention to detail and ability to meet deadlines.

Physical Requirements

• 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.

Benefits

• 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