FP&A Analyst

About the role

Support budgeting, forecasting and reporting for the Ramsey Trusted business unit, with a focus on Investing and Tax. Help drive forecast conversations, update financial models, and provide timely reporting that helps leaders understand revenue, expenses, profitability and business trends. Partner with teams to evaluate business opportunities through scenario analysis, pro formas and ROI calculations. Stay close to the marketplace so the team can make smart decisions based on what’s happening now and what’s coming next.

Responsibilities

• Help drive forecast conversations, update financial models, and provide timely reporting that helps leaders understand revenue, expenses, profitability and business trends.
• Partner with teams to evaluate business opportunities through scenario analysis, pro formas and ROI calculations.
• Stay close to the marketplace so the team can make smart decisions based on what’s happening now and what’s coming next.

Requirements

• Help with budgeting and forecasting for both revenue and expenses.
• Know how to turn financial data into a clear, helpful story for leaders.
• Be comfortable building, updating and improving budget models and reports.
• Create scenario analyses, pro formas or ROI calculations to support business decisions.
• Dig into profitability trends and understand what’s driving performance across revenue lines.
• Be curious about the marketplace and can identify the factors that matter most to the business.

Qualifications

• Help with budgeting and forecasting for both revenue and expenses.
• Know how to turn financial data into a clear, helpful story for leaders.
• Be comfortable building, updating and improving budget models and reports.
• Create scenario analyses, pro formas or ROI calculations to support business decisions.
• Dig into profitability trends and understand what’s driving performance across revenue lines.
• Be curious about the marketplace and can identify the factors that matter most to the business.

Skills

• Help with budgeting and forecasting for both revenue and expenses.
• Know how to turn financial data into a clear, helpful story for leaders.
• Be comfortable building, updating and improving budget models and reports.
• Create scenario analyses, pro formas or ROI calculations to support business decisions.
• Dig into profitability trends and understand what’s driving performance across revenue lines.
• Be curious about the marketplace and can identify the factors that matter most to the business.

Benefits

• Health insurance (includes plans eligible for an HSA—with a company match up to $500!)
• 401(k) retirement plan with 4% match/company contribution
• Annual wellness, counseling and grocery membership reimbursement
• On-campus cafe with subsidized pricing for breakfast, lunch and coffee bar
• Tons of cultural activities, like weekly devotional, leadership development courses, Battle of the Bands, and one epic Christmas party!

Pay

Range depends on skill level and overall experience.

Schedule

Flexible schedules available.