Senior FP&A Analyst

About Us

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon-to-be wealth management services to small and medium-sized businesses and their owners. We currently have 50+ offices in 15 states with significant growth on the horizon. Our unique business model allows for flexible work arrangements, prioritizing work/life balance in a professional and dynamic environment.

Responsibilities

• Serve as the financial point of contact for key stakeholders across multiple subsidiaries/functions, providing guidance on performance, pricing, KPIs, and ad-hoc analytics.
• Create financial models, including forecasting, budgeting, and long-range planning to support decision-making.
• Partner with extended finance and cross-functional teams to support month-end close, performance review, and variance analysis on actuals vs. budgets.
• Analyze monthly results and trending data to support the monthly estimate, including risk and opportunity assessments.
• Refine data systems and tools to track performance, provide reporting solutions, and enhance operational insights.
• Develop key highlights/KPIs to track growth initiatives and identify areas for improvements in profitability and cost productivity.
• Build effective relationships with cross-functional teams and different business subsidiaries.
• Manage the annual budgeting, forecasting, and long-range financial planning process.
• Present to senior management, directors, and other key leadership figures.
• Analyze past financial performance, prepare competitor analysis, and examine market trends with commentary for management.
• Provide financial insights and projections to the accounting team.

Requirements

• 3-5 years of progressive experience and demonstrated growth in Finance/FP&A positions.
• Bachelor’s degree in finance, accounting, or a related field from an accredited university.
• Experience working in a fast-growing company with multiple subsidiaries and business lines.
• Self-driven with a proven ability to collaborate with multiple stakeholders in making process improvements and implementing new operational processes.
• Strong FP&A experience in budgeting, forecasting, month-end close, reporting, and advanced financial modeling skills.
• High degree of project organization and efficiency with demonstrated attention to detail.
• Superior analytical and problem-solving skills, with a focus on delivering against tight deadlines.
• Strong interpersonal skills; comfortable working with Operations and office leaders, with quantifiable examples of driving desired results.
• Strong project management and organizational skills.
• Ability to prioritize workload and manage multiple projects to support company strategic initiatives and long-term targets.
• Keen attention to detail when working with large data sets.
• Experience with NetSuite and NetSuite Planning and Budgeting is a plus.
• Proficient in Excel.

Benefits

• Opportunity for advancement within a rapidly growing professional services firm.
• Ongoing informal and formal training and development.
• Competitive compensation.
• 401(k) and medical benefits.
• Firm-sponsored continuing education.