FP&A Analyst

Job Summary

Supports the VP, FP&A in delivering accurate, timely financial reporting, forecasting, and performance analysis across designated companies within the agency group. The FP&A Analyst is responsible for preparing detailed financial analyses, recurring reports, and ad‑hoc insights that inform management decision‑making. The role focuses on company‑level performance, client and cost analysis, and KPI reporting, helping ensure financial visibility and discipline across the organization.

Responsibilities

Financial Planning & Forecasting (Assigned Companies)

• Support the VP, FP&A and CFO in the annual budgeting process, reforecasts, and long‑range planning for assigned companies.
• Prepare financial models and scenario analyses related to revenue, margins, staffing, and operating costs.
• Maintain forecast models and ensure assumptions are updated based on operational and market changes.

Financial Reporting & Performance Analysis

• Produce monthly and quarterly financial reporting for assigned companies, including income statements, variance analysis, and trend analysis.
• Analyze revenue, margin, and expense performance and highlight key drivers and risks.
• Support client, service line, and office‑level analysis to identify opportunities for improved profitability and operational efficiency.

KPI & Business Insights

• Develop and maintain financial and operational KPIs, such as revenue growth, utilization, contribution margin, and overhead ratios.
• Prepare dashboards and summary materials for leadership review.
• Translate financial data into clear, concise insights to support business decisions.

Strategic & Ad‑Hoc Support

• Assist with financial analysis for pricing, staffing models, and client profitability reviews.
• Support business cases for strategic initiatives, capital investments, and new service offerings as directed by the VP, FP&A.
• Contribute analysis to M&A evaluations or integration efforts when applicable.

Cross‑Functional Collaboration & Process Improvement

• Partner with accounting, client services, operations, and HR to ensure data accuracy and alignment between financial results and operational drivers.
• Support improvements to FP&A tools, reporting processes, and data quality.
• Adhere to established financial planning and reporting standards across the agency group.

Qualifications

• 3–7 years of progressive experience in FP&A, financial analysis, or corporate finance
• Strong foundation in financial reporting, budgeting, and forecasting
• Experience supporting multiple business units or legal entities preferred
• Background in professional services, consulting, media, or marketing agencies is a plus
• Advanced Excel skills; experience with BI tools such as Power BI or Tableau preferred
• Experience working with ERP systems and financial planning tools
• Strong analytical skills with attention to detail and accuracy
• Ability to communicate financial insights clearly to non‑finance stakeholders
• Bachelor’s degree in finance, accounting, economics, or related field

This job description reflects the general details considered necessary to describe the principal functions of the job. It shall not be construed as a detailed description of all work requirements, nor is it intended to be an exhaustive list of responsibilities and duties necessary to perform the job. Moroch is an Equal Opportunity Employer.