Financial Planning and Analysis Analyst

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