FP&A Analyst

Job Summary

FP&A Analyst (Entry Level)

Responsibilities

• Support monthly, quarterly, and annual financial reporting cycles.
• Aid in preparing internal P&L, cash flow, and financial performance summaries.
• Maintain and update financial models for forecasting and planning.
• Perform budget vs. actual variance analysis and identify key performance drivers.
• Collaborate with accounting during month-end close to ensure accuracy of actuals and alignment with FP&A reporting.
• Prepare financial reports and schedules used in leadership reviews.
• Support the annual budgeting process by gathering departmental inputs, validating assumptions, and organizing templates.
• Aid in developing and updating rolling forecasts for revenue, expenses, headcount, and cash flow.
• Monitor performance against budget and forecast, providing insights to improve financial accuracy.
• Work with business units to collect KPIs, operational data, and planning metrics.
• Analyze consulting project performance, utilization, pricing, and margin trends.
• Build and maintain Excel-based dashboards and reporting tools.
• Prepare KPI reports that support business decisions and enhance visibility into operational performance.
• Utilize Power Query and analytical tools to clean, structure, and interpret financial and operational datasets.
• Develop and maintain advanced Excel models (Power Query, PivotTables, formulas) to streamline FP&A tasks.
• Support the creation and management of Power Automate workflows to automate recurring reporting and data tasks.
• Assist with SharePoint structure and document organization for finance-related materials.
• Identify and recommend process improvements that enhance speed, accuracy, and scalability within the FP&A function.
• Assist leadership and senior finance staff in evaluating new consulting projects or service lines.
• Support analyses related to pricing, project profitability, and cost structure optimization.
• Help prepare materials for strategic planning sessions, leadership meetings, and financial discussions.
• Maintain strong internal controls and ensure the integrity of financial data across systems.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 1–3 years of relevant experience in FP&A, financial analysis, accounting, or related roles.
• Strong understanding of financial statements, forecasting, and budgeting fundamentals.
• Advanced proficiency in Microsoft Excel (Power Query, PivotTables, formulas, modeling).
• Experience with Power Automate, SharePoint, or similar workflow tools preferred.
• Experience with ERP systems (NetSuite, or QuickBooks).
• Excellent analytical, communication, and organizational skills.

Skills

• Experience with Power BI or other BI tools.
• Knowledge of SQL or database integrations for reporting.
• Experience in consulting, service-based industries, or project accounting.
• Familiarity with automation tools, dashboarding, or process optimization.