Job Summary
The FP&A Analyst will assist in the financial planning, budgeting and forecasting process contributing to the information given to the executive team for strategic financial decision making.
Job Duties and Responsibilities
- Own and deliver the timely preparation of monthly, quarterly and yearly operating reports. This includes monthly financial operating decks, budget presentations and owner requested ad hoc reporting.
- Supports the annual budgeting cycle and periodic forecast updates, ensuring proper integration with strategic and capital planning efforts.
- Prepare clear and concise variance analysis and commentary explaining the drivers of variances between actual, forecast and budget.
- Analyze complex financial and operational data to provide accurate and timely recommendations to management for decision making purposes.
- Work with Finance leadership to develop KPIs, generate recurring reports monitoring KPI performance, and communicate results to Finance leadership and senior management.
- Other duties as assigned.
Job Specifications
Skills
- Strong interpersonal skills, emphasizing teamwork and collaboration.
- Solid understanding of financial statements and key financial concepts (P&L, balance sheet, cash flow).
- Advance Microsoft Excel, Power Point, and Tableau (or similar BI tools) skill.
- Familiarity with budgeting, forecasting, and financial consolidation principle.
- Articulate with excellent verbal and written communication skills.
- Ability to complete financial modeling in Excel with forecasting capabilities.
- Strong attention to detail and deadlines.
Education
- Required: Bachelor’s degree in Finance or Accounting.
Work Experience
- Required: Minimum 2 years of experience in an FP&A role.
- Required: Experience creating dashboards and visual reports in Tableau (or similar BI tools).
- Required: Experience with financial systems and reporting tools (e.g., NetSuite, SAP, Oracle, Adaptive Insights).
Physical Requirements
- Prolonged period sitting at a desk and working on a computer.
- Must be able to lift up to 15 pounds at a time.
- High stress tolerance with a highly developed sense of urgency.
Benefits
- 11 Paid Holidays
- Paid Time Off (PTO)
- Health, Dental, and Vision Benefits
- Flexible Spending Account (FSA)
- Health Savings Account (HSA)
- Company Paid Life Insurance
- Company Paid Employee Assistance Program (EAP)
- 401K with a Company Match
