POSITION SUMMARY:

The Financial Planning & Analysis (FP&A) Analyst is the analytical engine of the FP&A team, responsible for building and maintaining the financial models, preparing key reports, and providing the foundational data analysis that supports overall planning and decision-making within the company. This role is critical for ensuring the accuracy and integrity of the company’s financial data and forecasts. The Analyst will work closely with the Director of FP&A and business partners across the organization to deliver timely, accurate, and insightful financial information that helps drive business performance.

JOB QUALIFICATIONS:

Education: Bachelor’s degree in Finance, Accounting, Economics, or a related business field required.
Experience: 1-3+ years of experience in financial planning and analysis, investment banking, corporate finance, consulting, or a similar highly analytical role.
Skills: Financial Modeling: Strong financial modeling skills with demonstrated ability to build integrated financial statements and perform detailed analysis in Microsoft Excel. Analytical Skills: Excellent quantitative and analytical skills with a high degree of accuracy and a meticulous attention to detail. Data Management: Proficiency in pulling, manipulating, and analyzing large datasets from various systems. Communication: Strong written and verbal communication skills, with the ability to clearly summarize findings and explain analysis. Systems Proficiency: Expert-level proficiency in Microsoft Excel is essential. Experience with PowerPoint, ERP systems, and BI tools (e.g., PowerBI, Tableau) is strongly preferred.

• Financial Modeling & Maintenance: Construct, maintain, and enhance the company’s core financial models for budgeting, forecasting, and long-range planning. Ensure models are accurate, flexible, and dynamic to conform to best practices in structure and design to support scenario and sensitivity analysis.
• Budgeting & Forecasting Support: Assist in the annual budget and quarterly forecast processes by consolidating inputs from various regions/departments, preparing templates, loading data into financial systems, and performing initial analysis of submissions against targets and historical trends.
• Reporting & Variance Analysis: Prepare monthly and quarterly management reporting packages, including budget vs. actual analysis for revenue, expenses, and capital expenditures. Investigate and document clear, concise explanations for key variances by liaising with Regional VPs/GMs and internal business contacts.
• Data Gathering & Validation: Pull and consolidate financial and operational data from multiple sources (e.g., ERP, CRM, HRIS). Perform data validation and reconciliation to ensure the integrity and accuracy of all information used in analysis and reporting.
• Dashboard & Presentation Support: Support the Director of FP&A by ensuring BI dashboards are updated with the latest and most relevant actual and forecast data. Prepare charts, tables, and supporting materials for executive presentations, business reviews, and Board of Directors meetings.
• Ad-Hoc Analysis: Conduct ad-hoc financial analysis and modeling to support various business initiatives, including evaluating new projects, analyzing customer or market profitability, assessing cost-saving opportunities, and other analytical support.
• Process Improvement Contribution: Assist in identifying opportunities to automate and streamline reporting and data collection processes to improve team efficiency. Proactively identify and flag inconsistencies or inefficiencies in data flow and modeling workflows.