FP&A Associate

About the role

The FP&A Associate supports financial planning, forecasting, reporting, and strategic analysis across the organization. This role partners closely with department leaders to improve forecasting accuracy, strengthen reporting capabilities, and support data-driven decision making. The position plays a key role in building reporting infrastructure through ERP and business intelligence systems while advancing automation and process efficiency initiatives.

Responsibilities

• Lead the development of financial and operational reporting by aggregating and synthesizing data from ERP and business intelligence systems to provide clear and actionable insights.
• Support the annual budgeting process and ongoing reforecasting cycles through detailed financial modeling, variance analysis, and performance evaluation.
• Partner with cross-functional leaders to analyze cost drivers, revenue trends, and key performance metrics in order to inform strategic decision making.
• Continuously enhance dashboards, forecasting tools, and executive reporting packages to improve transparency, accuracy, and overall financial visibility across the organization.
• Design, build, and maintain financial and operational reports using both Solver and Power BI aggregating data from ERP and BI systems.
• Design and build financial reporting packages.
• Support system implementations, automation, and efficiency initiatives.
• Enhance forecasting models and financial reporting tools.
• Translate financial data into strategic insights.
• Improve financial planning processes and data integrity across ERP and BI systems.
• Support the annual budgeting process and reforecasting cycles.
• Develop and maintain forecasts for departments or business units.
• Analyze variances between actuals, budget, and forecast.
• Collaborate with department leaders to understand cost drivers and revenue trends.
• Identify financial risks and opportunities proactively.
• Support capital investment analysis and ROI evaluations.
• Conduct scenario modeling and sensitivity analysis as needed.

Qualifications

• Bachelor’s degree in Finance, Accounting, Mathematics, or related field.
• At least 5 years of experience in FP&A, corporate finance, or related analytical role.
• Advanced report writing and development capabilities in Solver and Power BI.
• Excel power user and financial modeling skills.
• Strong working knowledge of ERP systems, preferably Microsoft Dynamics 365 Business Central, and data integration tools.
• Strong analytical, problem-solving, and strategic thinking skills.

Additional Helpful Experience

• MBA, CPA, or CFA (a plus, not required).
• Experience supporting ERP implementations or system enhancements.
• Knowledge of GIPS and experience with Addepar.
• Relevant industry experience.

Personal Attributes

• Demonstrates discretion, integrity, and expertise while serving as a trusted advisor to principals and colleagues.
• Collaborates respectfully and effectively with others, contributing to a supportive, team-oriented environment.
• Approaches challenges with curiosity, bold thinking, and a commitment to continuous learning and innovation.
• Maintains a strong focus on results, consistently exercising sound judgment and decision-making.
• Buys a visionary mindset, planning strategically for the future with imagination and insight.
• Committed to excellence and actively engages with others to accomplish shared goals.

Pay

Compensation Range: $122,000-152,000

Schedule

N/A