FP&A Analyst

Description

The Financial Analyst will be responsible for all aspects of operational data analysis, from meeting with internal stakeholders to define and gather requirements, to the delivery of insightful and actionable analytics. The analyst is tasked with building/reporting of KPIs, dashboards, scorecards, statistical models, and ad hoc analytics to ensure that business performance is measurable and reported in a timely manner. Extraction, cleansing, and transformation of data are all necessary functions to aid the analyst in their daily activities. This role will support business operations and reside in the financial planning and analytics department.

Duties

• Collaborate with Operators in the budgeting process, including managing timelines, meetings, tool creation, and budget uploads and reviews.
• Support the FP&A team in delivering executive financial requests and analysis for the teams they service.
• Partner with cross-functional teams to conduct monthly and quarterly performance/financial reviews, deep dives, and address ad-hoc support needs.
• Prepare and manage monthly financial reports and preliminary financial packages for assigned teams.
• Provide key stakeholders with analytical insights to support business decisions and achieve company goals.
• Extract, clean, and transform data from ERP systems to deliver actionable insights.
• Design, develop, and maintain analytical dashboards using PowerBI and other reporting tools.
• Support the Operations team in implementing KPIs to drive data-driven decisions related to workforce performance and financial outcomes.
• Collaborate with Operators on Capital Expenditure (Capex) reporting and submissions, including supporting ROI evaluations for Capex projects.
• Provide ad-hoc reporting and analysis as requested by the FP&A team.
• Continuously seek opportunities to improve processes, resolve issues, and recommend productivity enhancements to the Operations teams.

Qualifications

• Bachelor's degree in business administration or related analytical field (Business Analytics, Computer Science, Engineering, Math/Statistics, Management Information Systems) required.
• 3+ years in analytical role required.
• Bilingual – fluent English and Spanish verbal and written communication skills.
• Experience with visual dashboarding tool (PowerBI), Tableau, or similar tool is preferred.
• Proficient in Microsoft Office Suite, with a strong emphasis on Excel required.
• Experience with Microsoft Power Platform preferred.
• Superior organizational, self-motivation and problem-solving skills.
• Ability to effectively operate both independently and as part of a team.
• Ability to manage projects/tasks to ensure successful delivery projects on time.
• Ability to work through technical obstacles as they arise.

Working Conditions & Physical Requirements

• Occasional travel may be requested.
• Working environment is primarily in office with occasional visits out on the field to visit operations internal stakeholders, which can include extended periods of time outdoors exposed to different weather conditions.
• Problem solving, oral/written communication, analytical ability, calculating, concentration, & interpersonal abilities are expected.
• Eye/hand coordination, typing, handling, & wrist motion continuously
• Bending, reaching, stretching, standing, & walking occasionally

Competencies

• Financial Acumen
• Communicates Effectively
• Collaboration
• Ensures Accountability
• Drives Results
• Strategic Mindset

Benefits

• 401(k) Plan
• Company 401(k) Matching Contributions
• Health Savings Account, Flexible Spending Account, and Dependent Care
• Telemedicine/ Mental Health Services
• Health Insurance
• Dental Insurance
• Vision Insurance
• Pet Insurance
• Supplemental Insurance (Aflac)
• Growth Opportunities
• Challenging and exciting work environment
• Costa Farms Scholarship
• Employee discounts on plants