Optimum RTS - FP&A / Analyst
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FP&A / Analyst

Location : Boca Raton
Job Type : Direct
Hours : Full Time
Required Years of Experience : 3
Required Education : BA / Masters - Finance
Travel : No
Relocation : No
Job Industry : Finance
Job Category : Finance/Economics

Job Description :

FP&A (Financial Planning and Analysis) Analyst in general oversee a wide array of financial affairs that include financial statements, capital expenditures, expenses and taxes etc. financial analysts are generally tasked with evaluating, examining, and analyzing a corporation's financial activities and mapping its financial future.

They are generally part of an in-house finance function which supports operational, strategic, and financial decision making at senior management level.

The FP&A Analyst focuses on the annual budget process and quarterly forecasts, weekly cash flow forecasting, and other reporting for our management team. There is a heavy focus on financial analysis, process and profit improvement projects, and support of M&A activity. The FP&A Analyst is a trusted resource for the CFO, and the management team.

FP&A Analysts spend much of their time analyzing operational and financial data, building vast databases, and preparing reports for senior management. The key duties and responsibilities of an FP&A Analyst usually include:

1. Planning and budgeting.

2. Financial Planning.

3. Management and performance reporting.

4. Forecasting and modeling.


  • Become a true business partner to the executive management team, helping the team to understand and improve operational performance.

  • Daily, weekly, and monthly sales and profitability reporting for management.

  • Maintain and improve the cash flow forecasting process, track, and manage cash needs across multiple entities.

  • Manage creation of monthly board reporting and forecasting, including analyzing and explaining consolidated results and preparing presentations.

  • Manage the production of detailed annual budgets and quarterly forecasts to support short-term and long-term strategic planning.

  • Develop/implement monthly internal financial reporting in support of the Operations team and other members of the management team.

  • Track, analyze, and drive improvements to key financial metrics and profitability.

  • Respond to requests for data and analysis to support business initiatives and continuous improvement projects.

  • Help manage financial integration of acquired companies, including tracking synergies, creating budgets, and consolidating financial results.

  • Other related duties, as assigned.


Required Qualifications :


  • High proficiency in financial modeling and forecasting is a must.

  • Expert-level Excel skills, ability to build reports and models that are scalable for a high-growth, acquisitive organization.

  • Strong understanding of financial statements and how they interact with each other.

  • Knowledge of budgeting/forecasting methodologies for sales, costs, and balance sheet metrics, as well as long-range strategic planning.

  • Good communication skills with the ability to build relationships with management team

  • Time management and organizational skills.

  • Ability to multi-task and meet deadlines.

  • Ability and interest in taking lead on workstreams.

  • Analytical and excellent problem-solving skills, accuracy, and attention to detail.

Education and Experience:

  • Bachelor’s degree in accounting, Finance, or related analytical field

  • Master’s Degree preferred.

  • 3 + years of experience in FP&A, Finance, Accounting, or related roles

  • Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework.

  • Experience in a private equity backed company is preferred.

  • Experience supporting M&A and/or sale process preferred.

Job Type: Full-time

Pay: $90,000 - $105,000 per year


  • 401(k)

  • Dental insurance

  • Health insurance

  • Paid time off

  • Vision insurance

Physical setting:

  • Office


  • Bachelor's (Required)


  • FP&A: 3 years (Required)

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