FP&A Analyst - Forecasting & Budgeting

Job Summary

Responsibilities

• Conduct in-depth analysis of monthly operating results for the income statement, balance sheet and cash flow including comparisons to prior year, forecast, and budget; identifying underlying factors and providing analysis driven recommendations for improvement to current forecast and budget drivers.
• Support budgeting and forecasting processes, including preparation, analysis and review of projected financial results and executive-level materials, including detailed variance analysis and scenario bridges, as well as highlight key drivers impacting EBITDA.
• Support the CAPEX request intake process, including collecting, reviewing, and organizing capital expenditure submissions from business partners to ensure completeness and policy compliance.
• Maintain and update the CAPEX tracking model and reporting files, ensuring accurate project-level tracking of approvals, spending, and remaining budgets.
• Assist in preparing quarterly CAPEX forecasts, partnering with operational teams to gather updates on project timelines, spend pacing, and forecast adjustments.
• Independently identify and interpret complex trends and patterns in financial data, delivering actionable insights to optimize profitability and cost efficiency.
• Aid in building strong working relationships across operational and support functions to promote collaboration on EBITDA improvement initiatives.
• Undertake special projects and strategic analyses as requested by senior management.

Qualifications

• Bachelor’s degree in finance, Economics or Accounting
• 0 - 2 years’ experience in Finance or Accounting Analyst role
• Proficiency in Microsoft Office is required, with a strong focus on Excel and Powerpoint
• Experience in Power BI or other data visualization tools
• Able to successfully manage and prioritize multiple workflows in a fast-paced environment
• Strong analytical skills
• Strong critical thinking and problem-solving abilities
• Detail oriented
• Excellent oral/written communication skills
• Strong work ethic
• Team player

Leadership

• Serve
• Perform
• Influence
• Respect
• Innovate
• Team

Physical Demands / Working Environment

• Principal duties of this job are performed primarily in an office environment, with occasional field duties.
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to stand and walk short distances between work sites.
• Must be able to work in a corporate office setting.