About the role
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