FP&A / Analyst

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.

Role:
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.

Responsibilities:

• 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.

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

Benefits:

• 401(k)


• Dental insurance


• Health insurance


• Paid time off


• Vision insurance

Physical setting:

• Office

Education:

• Bachelor's (Required)

Experience:

• FP&A: 3 years (Required)