FP&A Analyst

Position Summary

The FP&A Analyst plays a critical role in supporting financial decision-making across the organization. This position is responsible for budgeting, forecasting, strategic planning, managerial reporting, and KPI tracking and analysis. The FP&A Analyst partners closely with Finance leadership and cross-functional teams to provide clear insights into financial performance, identify trends and risks, and help guide the business toward its short- and long-term objectives.

Key Responsibilities

Budgeting

• Lead the preparation, coordination, and consolidation of annual budgets across departments.
• Partner with department leaders to understand business drivers, assumptions, and resource needs.
• Ensure budgets align with strategic objectives and financial targets.
• Maintain budget models and support periodic reforecasts as business conditions change.

Forecasting & Financial Modeling

• Prepare monthly, quarterly, and rolling forecasts, incorporating actual results, trends, and forward-looking assumptions.
• Build and maintain financial models to support forecasting, scenario analysis, and sensitivity analysis.
• Analyze variances between actuals, budget, and forecast, and clearly communicate key drivers.
• Identify risks and opportunities and provide actionable recommendations to leadership.

Strategic Planning

• Support long-range planning and multi-year financial projections.
• Assist with strategic initiatives, business cases, and investment analyses.
• Evaluate financial implications of growth initiatives, pricing strategies, cost structure changes, and capital investments.
• Partner with leadership to translate strategy into measurable financial plans.

Managerial Reporting

• Prepare and distribute timely, accurate monthly management reporting packages.
• Develop clear, concise reporting that highlights performance against plan, key trends, and areas requiring attention.
• Improve reporting processes and dashboards to enhance visibility and decision-making.
• Ensure consistency and accuracy of financial data across reports.

KPI Tracking & Reporting

• Define, track, and analyze key performance indicators (KPIs) across the business.
• Develop dashboards and scorecards to monitor operational and financial performance.
• Provide insights into KPI trends and root causes, partnering with functional leaders to drive improvement.
• Continuously evaluate KPI relevance and recommend enhancements as the business evolves.

Cross-Functional Collaboration

• Serve as a finance business partner to department leaders.
• Collaborate with Accounting to ensure alignment between financial reporting and FP&A analyses.
• Support leadership presentations and ad-hoc financial analysis requests.
• Assist with process improvements, automation, and system enhancements within FP&A.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2–5+ years of experience in FP&A, corporate finance, or related analytical role.
• Strong understanding of financial statements, budgeting, forecasting, and variance analysis.
• Experience building financial models and management reports.

Skills & Competencies

• Strong analytical and problem-solving skills
• Ability to synthesize complex data into clear insights
• Advanced Excel skills; experience with BI tools and ERP systems preferred
• Strong communication skills with the ability to partner across the organization
• Detail-oriented with the ability to manage multiple priorities