Senior Analyst FP&A

Location: Birmingham, Alabama (Hybrid)

About the role

This position oversees the organization's financial planning and analysis, providing critical analytical support. The Senior Analyst will support the IT department, acting as their dedicated "CFO" by working with department leaders on budgets, forecasts, and monthly reporting. The role requires a driven individual capable of analyzing data, telling a story with it, and confidently steering senior leaders toward sound financial decisions.

Responsibilities

• Develop and maintain company and department-level budgets and forecasts, with a primary focus on the IT department.
• Work directly with department leaders to analyze budget vs. actuals, build projects for ROI, and create business cases.
• Construct and uphold annual budget models and develop periodic forecast models based on current trends.
• Gather, organize, and present financial data to support the annual budget and periodic forecasting processes.
• Compile, analyze, and report on financial and operational metrics, identifying trends and discrepancies for management.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and models.
• Utilize predictive analytics to analyze large data sets to aid in budgeting and forecasting.
• Develop presentations and reports for internal stakeholders, including management and the executive team.
• Perform ad-hoc analysis and reporting as needed across the enterprise.

Requirements

• 5 to 7 years of related FP&A experience, specifically including leading or providing dedicated support to a business department.
• Bachelor's degree in accounting, finance, or a related field, or equivalent experience.
• Proven ability to analyze and report on data, with the technical aptitude to learn and utilize custom, heavily integrated tools.

Preferred Qualifications

• Hands-on experience with large ERP systems.
• Experience with Workday for accounting, HR, and reporting.
• Familiarity with BI tools such as MicroStrategy or Alteryx.

Benefits

• Medical, dental, vision, life, and disability insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401K program with company match after 12 months of tenure.
• Health Savings Account (HSA) on the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks to associations that include CompTIA and IIBA.
• Dedicated customer service team for benefits and resources, and a certified Career Coach.