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