Financial Analyst - FP&A
About The Position
The Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services is responsible for monthly and quarterly financial reporting, forecast, annual budget and ad hoc analysis for business partners across the firm. This is a hands-on role with an emphasis on performing financial analysis that provides senior management with insights needed to make strategic decisions around expenses. A strong communicator and team player, this role will work closely with peers in Finance & Accounting and across the business to build strong and collaborative partnerships across Accounting & Finance, Legal, Human Capital and other corporate functions.
Requirements
- 5+ years of FP&A / budgeting / forecasting experience preferred
- Advanced proficiency in MS Excel (e.g. INDEX MATCH; complex SUMIF, Pivot Tables, V/H Lookups)
- Experience with Enterprise Planning tools (e.g., Oracle EPM)
- Able to manage complex financial data
- Strong and well-rounded project management experience, time management skills, attention to detail and ability to multi-task with often competing priorities
- Excellent communication skills; able to express complex thoughts clearly and convincingly in writing, in-person, and in group settings
- Self-starter constantly seeking and identifying process improvements and efficiencies
- Proven expertise in financial modeling and data analytics
- Service orientated with motivation to serve and support stakeholders
- Familiarity with Accounting principles
Responsibilities
- Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
- Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
- Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary
- Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadership
- Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
- Support ad hoc analyses for leadership, including cost-benefit analysis, scenario planning, and resource allocation decisions
- Proactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle time
- Champion the adoption of AI-powered tools (e.g., AI for enhanced reporting, automation for data reconciliation, anomaly detection in spend data) within the FP&A function
- Partner with Financial Systems teams to optimize configuration and functionality of the enterprise planning/forecasting tool
Benefits
- annual performance-based bonus
- comprehensive, competitive benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
