FP&A Analyst, Expense

What You'll Do

• Partner with business leaders in and outside of the finance and accounting team.
• Synthesize complex financial and operational data to assist the Organization in reaching and tracking Profit Targets, through assisting the Organization in making key decisions on Expense and Cost Management.
• Be a key player in annual budgeting and monthly reforecasts and assist with reaching operational targets.
• Own the Expense Forecast, working directly with Sales and Product leadership across the organization for information on Customer Needs and Product Roadmap.
• Work with department and business units to understand the key drivers of their business and business requirements, and assist in tracking and influencing these drivers.
• Manage Headcount for the Organization, providing key recommendations on staffing requests and performing analysis on capacity and business needs.
• Own the Expense Forecast, working directly with Sales and Product leadership across the organization for information on Customer Needs and Product Roadmap.
• Assist in tracking and influencing key drivers of business performance.
• Provide continued development and improvement of Budgeting, Financial Forecasting, Operating Plan and Modeling tools.
• Perform Margin Analysis and provide recommendations to Leadership.
• Review Vendor Usage for reduction of Expense Leakage.
• Manage and analyze large data sets, complex financial information and reports to provide accurate and timely financial recommendations to management for decision making.
• Continually improve the quality of data and prioritize accuracy of inputs used in financial decision-making.
• Develop and monitor key performance indicators, highlighting trends and variance analysis, by creating simple and effective weekly and monthly reporting.
• Improve performance by evaluating processes to drive efficiencies and understand ROI in marketing programs, pricing, and new initiatives.
• Develop financial models and analyses to support strategic initiatives.
• Ad-Hoc Reporting and Analysis - Develop financial models and analyses to support strategic initiatives.

Who You Are

• Degree in Accounting or Finance
• 5+ years’ experience in Financial Planning and Analysis
• Advanced Microsoft Excel and PowerPoint skills
• Strong knowledge of financial reporting and accounting
• Robust financial modeling skills
• Ability to think critically; high level of problem-solving skills
• Experience with Sales Force or other CRM tools strongly preferred
• Excellent time management skills
• Strong attention to detail, without losing sight of the bigger picture
• Articulate with excellent verbal and written communication skills
• Initiative-taker, curious and inquisitive, with the mindset of pursuing continuous improvement