Senior Associate, Financial Planning & Analysis (FP&A)

Description

  

Position Overview:

The Senior Associate, Financial Planning & Analysis (FP&A) will be responsible for supporting the financial planning, budgeting, forecasting, management reporting processes and ad-hoc modeling to support strategic decisions for the organization. This role involves collaborating with stakeholders across various business units to provide actionable financial insights and recommendations that drive strategic decision-making and support business growth. The Senior Associate will contribute to improving financial performance, ensuring accuracy in financial models, and maintaining alignment with company objectives.

Key Responsibilities:

· Lead and assist in the annual budgeting process and ongoing forecasting activities.

· Analyze trends, financial results, and operational performance to provide insights to management team.

· Assist with development and maintain financial models to support planning, forecasting, and business scenarios.

· Prepare regular financial performance reports, highlighting key insights, variances, and actionable recommendations.

· Assist in monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.

· Perform variance analysis to explain differences between actual financial performance and budget.

· Work with department heads to understand business drivers, challenges, and opportunities.

· Provide support to management with data-driven recommendations on cost control, operational efficiency, and investment decisions.

· Identify opportunities to improve financial reporting, forecasting, and planning processes, aligning with company-wide goals.

· Provide ad-hoc analysis as needed for special projects, business cases, and strategic initiatives.

· Support mergers, acquisitions, and other major business developments with financial insights.

Requirements

 

Bachelor’s degree in Finance, Accounting, Business, or related field. 

· 3-5 years of experience in financial planning, analysis, or related roles. 

· Strong experience in budgeting, forecasting, and financial reporting.

· Advanced proficiency in Microsoft Excel (including building dynamic financial models) and PowerPoint. 

· Knowledge of ERP systems and data visualization tools is a plus.

· Strong analytical and problem-solving skills.

· Strong communication skills (both written and verbal); ability to communicate clearly to management and other key stakeholders

· Strong attention to detail and organizational skills.

· Ability to work under pressure, prioritize tasks, and meet deadlines in a fast-paced environment.

· Ability to work independently and as part of a team; a highly motivated self-starter