Financial Planning & Analysis Analyst

Job Overview:

The FP&A plays a critical role in shaping the company's financial future. This position will be responsible for conducting quantitative analyses of information affecting budgets, forecasts, and strategic plans. By translating complex data into actionable insights, the role will partner directly with department leaders to drive profitable growth, optimize operational efficiency, and support executive decision making.

Essential Functions and Responsibilities:

· Build and maintain complex financial models to project future financial performance

· Coordinate the annual budgeting process across multiple business units

· Update monthly and quarterly forecasts to reflect changing market conditions

· Perform monthly variance analysis comparing actual results against budget and forecast

· Identify the key drivers behind financial deviations and communicate associated risks to management

· Prepare and deliver monthly financial reporting packages, including key performance indicators (KPIs), financial metrics, trend analyses, and executive-level insights to support strategic decision making

· Track and analyze key performance indicators related to revenue, margins and operational costs

· Conduct ad-hoc financial analysis for new business initiatives, capital expenditures, and return on investment

· Evaluate pricing strategies and profitability by product line, customer, and region

· Support long-range strategic planning and scenario analysis

· Prepare monthly financial packages and dashboards for executive leadership

· Translate complex financial data into clear, accessible terms for non-finance managers

· Collaborate with the accounting team to ensure accurate month-end close reporting

Required Knowledge/Skills/Abilities:

• Advanced Excel proficiency, including BLOOKUP/XLOOPUP,INDEX/MATCH, pivot tables, macros, and dynamic modeling.
• Working knowledge of ERP systems such as SAP, Oracle, or NetSuite
• Working knowledge of FP&A planning software such as Adaptive Insights or Anaplan
• Strong analytical capability with high degree of attention to detail
• Ability to present financial findings clearly to non-financial stakeholders, both verbally and in writing
• Proactive problem-solving skills and the ability to work effectively in a fast-paced environment
• Expereince with business intelligence tools such as Power BI or Table is a plus

Education and Experience:

· Bachelor's degree from a regionally accredited college in Finance, Accounting, Economics or related quantitative field.

· Two to four years of experience in corporate finance, investment banking, or public accounting

Physical Requirements:

· Must be able to sit or stand for long periods of time.

· Must be able to work in a variety of spaces to include cubicle, counter, and or desk areas.

· Must be able to lift and move items up to 25 pounds.