FP&A Analyst

Financial Planning & Analysis (FP&A) Analyst

Position Summary

The FP&A Analyst supports enterprise financial planning, forecasting, and reporting activities while contributing to broader strategic and operational finance initiatives. This role collaborates closely with senior leadership and cross-functional stakeholders to assist in the development of financial plans, reporting packages, and analytical insights that support business decision-making and organizational performance.

Key Responsibilities

• Support monthly, quarterly, and annual financial planning and reporting processes
• Assist in the preparation and analysis of financial results, forecasts, and variance reporting
• Contribute to the development and maintenance of long-range financial planning models
• Coordinate with operational and corporate teams to gather, validate, and consolidate financial data
• Prepare reporting packages, dashboards, and presentation materials for management review
• Assist with budgeting and forecasting activities, including timeline coordination and template administration
• Support ongoing enhancements to financial reporting and planning tools and processes
• Participate in the review and analysis of operational and financial performance metrics
• Assist with ad hoc financial analysis, business modeling, and special projects as assigned
• Collaborate with cross-functional teams to improve data consistency, reporting accuracy, and process efficiency

Education & Experience

• Bachelor’s degree in Accounting, Finance, or related field required
• Professional certifications or advanced degrees considered a plus
• Several years of progressive experience in accounting, finance, or financial analysis
• Experience supporting budgeting, forecasting, or financial reporting functions preferred
• Exposure to manufacturing or operational finance environments considered beneficial
• Understanding of financial reporting principles and internal control concepts preferred

Skills & Competencies

• Strong analytical and problem-solving capabilities
• Ability to interpret financial information and communicate insights effectively
• Proficiency with Microsoft Excel and Microsoft Office applications
• Experience with financial planning, ERP, or reporting systems preferred
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Effective written and verbal communication skills
• Ability to work independently and collaboratively across departments
• Detail-oriented with a focus on accuracy and process improvement
• Adaptable and comfortable working in a dynamic business environment

Work Environment

This role operates primarily in a professional office setting and involves regular interaction with internal stakeholders. Responsibilities may include extended periods of computer-based work and occasional movement within office or operational environments. Compliance with company policies, procedures, and safety standards is expected.

Travel Requirements

Limited occasional travel may be required based on business needs.