Financial Planning & Analysis Analyst

Description

Reports To:  Senior Financial Planning & Analysis Analyst

FLSA Classification:  Non-Exempt

Position Summary: 

The FP&A (Financial Planning & Analysis) Analyst is responsible for preparing, coordinating, and documenting financial analysis projects that support strategic planning and business growth. The FP&A Analyst collaborates with various departments and management to ensure accurate and timely financial analysis and reporting.

Duties and Responsibilities: 

• Collect, analyze, and interpret financial data from various sources to provide meaningful insights and recommendations.
• Develop financial models and analyze them to support strategic initiatives. 
• Prepare and present financial reports, dashboards, and KPIs to management, highlighting key performance indicators and trends.
• Develop and continually improve budgeting, financial projections, and operating forecasts.
• Collaborate with department heads to create accurate and comprehensive forecasts for revenue, expenses, and capital expenditures.
• Monitor actual financial performance against budgets and forecasts and provide proactive analysis of potential deviations.
• Conduct variance analysis to identify deviations from budgets and forecasts and collaborate with relevant stakeholders to address the underlying causes.
• Build and maintain financial models to support scenario analysis, business planning, and investment decisions.
• Implement business intelligence tool and dashboard reports.
• Provide financial analysis and recommendations for potential acquisitions and other strategic initiatives.
• Identify opportunities for process optimization and automation to enhance the efficiency and accuracy of financial analysis and reporting.
• Implement best practices in financial modeling and analysis to improve the quality of deliverables.
• Assist with special projects and strategic initiatives to support decision making.

Requirements

Education and Experience Required:

• Bachelor’s degree in finance, Accounting, or a related field. 
• Proven experience as an FP&A Analyst or in a similar financial analysis role.
• Strong analytical skills with the ability to gather, organize, and interpret large datasets.
• Proficiency in financial modeling and data analysis tools (e.g., Excel, SQL, Tableau, Power BI).
• Familiarity with enterprise resource planning (ERP) systems and financial planning software is advantageous.
• Excellent communication skills
• Strong attention to detail and ability to work with tight deadlines.
• A proactive and inquisitive mindset, constantly seeking opportunities to improve processes and drive business performance.

Preferred Education, Experience, and Skills:

• Master’s degree in finance, Accounting, or a related field.

Physical Requirements: Qualified applicants must be able to perform the following physical job requirements, with or without reasonable accommodation:

• Must be able to sit and stand for 7+ hours per day
• Must be able to walk for 1+ hours per day
• Must be able to work in dusty and high heat/humidity 1+ hours per day if needed
• Must be able to feel and perform fine manipulation 6+ hours per day
• Must be able to express or exchange ideas by means of spoken and written words and distinguish object or equipment visually
• Must be able to reach and grasp up to 6+ hours per shift