Financial Planning Analyst

Job Description

The FP&A Analyst is responsible for supporting financial planning, budgeting, forecasting, and strategic decision-making within the organization. This role involves analyzing financial data, identifying trends, and providing insights to senior management to drive business performance and efficiency.

Key Responsibilities:

• Financial Planning & Forecasting: Assist in preparing annual budgets, long-term financial plans, and periodic forecasts.
• Variance Analysis: Monitor actual financial performance against budgets and forecasts, identifying key variances and providing explanations.
• Data Analysis & Reporting: Analyze financial data, build models, and generate reports to support business decisions.
• KPI Tracking: Track and report key performance indicators (KPIs) to assess business performance.
• Strategic Support: Work closely with leadership teams to provide financial insights that drive strategic initiatives.
• Business Partnering: Collaborate with different departments (e.g., Sales, Operations, Marketing) to understand financial impacts and improve decision-making.
• Process Improvement: Identify and implement opportunities for process automation and efficiency in financial reporting.
• Ad-hoc Analysis: Conduct financial research and ad-hoc analysis as needed to support business needs.

Qualifications & Skills:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 1–3 years of experience in financial analysis, FP&A, or a related field.
• Technical Skills: Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau). Experience with ERP systems (SAP, Oracle, Workday) is a plus.
• Analytical Thinking: Strong problem-solving and analytical skills with attention to detail.
• Communication: Ability to present financial data clearly to both financial and non-financial stakeholders.
• Teamwork: Ability to collaborate across teams and work in a fast-paced environment.

Preferred Qualifications:

• Experience in corporate finance, investment banking, or consulting.
• Knowledge of SQL, Python, or other data analysis tools is a plus.
• Professional certifications such as CFA, CPA, or CMA are beneficial but not required.

Job Description

The FP&A Analyst is responsible for supporting financial planning, budgeting, forecasting, and strategic decision-making within the organization. This role involves analyzing financial data, identifying trends, and providing insights to senior management to drive business performance and efficiency.

Key Responsibilities:

• Financial Planning & Forecasting: Assist in preparing annual budgets, long-term financial plans, and periodic forecasts.
• Variance Analysis: Monitor actual financial performance against budgets and forecasts, identifying key variances and providing explanations.
• Data Analysis & Reporting: Analyze financial data, build models, and generate reports to support business decisions.
• KPI Tracking: Track and report key performance indicators (KPIs) to assess business performance.
• Strategic Support: Work closely with leadership teams to provide financial insights that drive strategic initiatives.
• Business Partnering: Collaborate with different departments (e.g., Sales, Operations, Marketing) to understand financial impacts and improve decision-making.
• Process Improvement: Identify and implement opportunities for process automation and efficiency in financial reporting.
• Ad-hoc Analysis: Conduct financial research and ad-hoc analysis as needed to support business needs.

Qualifications & Skills:

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 1–3 years of experience in financial analysis, FP&A, or a related field.
• Technical Skills: Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau). Experience with ERP systems (SAP, Oracle, Workday) is a plus.
• Analytical Thinking: Strong problem-solving and analytical skills with attention to detail.
• Communication: Ability to present financial data clearly to both financial and non-financial stakeholders.
• Teamwork: Ability to collaborate across teams and work in a fast-paced environment.

Preferred Qualifications:

• Experience in corporate finance, investment banking, or consulting.
• Knowledge of SQL, Python, or other data analysis tools is a plus.
• Professional certifications such as CFA, CPA, or CMA are beneficial but not required.