FP&A Analyst

FP&A ANALYST POSITION SUMMARY

Our client is seeking a detail-oriented, highly analytical FP&A Analyst to join their finance and accounting team. The FP&A Analyst will report to the Director of Finance & HR and will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and possess a process improvement mindset.

RESPONSIBILITIES

• Assist in the preparation of annual budgets, forecasting, and long-term financial plans.
• Develop and maintain financial models for various business functions and special projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Assist with the analysis and creation of income statement and balance sheets.
• Collaborate with cross-functional team members to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Prepare ad hoc financial analyses and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.
• Provide financial support as needed to other business functions
• Actively participate in special projects to support company and departmental goals, visions, and requests.

EDUCATION AND EXPERIENCE

• Bachelor’s degree with a business, accounting, or finance concentration
• MBA, CPA, and/or Public Accounting experience is a plus
• 3 - 4 years of experience in accounting/finance
• Working knowledge of US GAAP, financial policies and procedures, and internal controls
• Strong analytical and financial modeling skills
• Strong understanding and utilization of ERP software
• Advanced proficiency in Excel with pivot tables and formulas