Financial Planning & Analysis Analyst

Insight2Profit•Beachwood, OH

About The Position

As a Financial Planning & Analysis (FP&A) Analyst, you will support the Finance team in delivering accurate financial reporting, forecasts, and business insights that enable informed decision-making across the organization. This role provides hands-on exposure to core FP&A activities, including budgeting, forecasting, variance analysis, and financial modeling, while partnering with cross-functional stakeholders to understand business performance. The ideal candidate is highly analytical, detail-oriented, and intellectually curious, with a strong interest in corporate finance and business analytics. This role is well-suited for an early-career professional who thrives in a fast-paced, growth-oriented environment and is eager to build a strong foundation in FP&A.

Requirements

Minimum: Bachelor’s degree in finance, accounting, business, economics, or a related field. New grads are encouraged to apply!
Minimum: Experience in FP&A, finance, accounting, business analytics, corporate finance as gained through coursework, academic research, or internships.
Proficient in computer applications including Excel, PowerPoint, etc.
Solid analytical and problem-solving skills with strong attention to detail
Ability to synthesize data and clearly communicate findings in written and verbal formats
Strong organizational skills with the ability to manage multiple tasks and deadlines
Curiosity and willingness to learn complex financial concepts and business drivers
Ability to work collaboratively across teams and levels in a professional environment
Demonstrated accountability, reliability, and a growth-oriented mindset

Nice To Haves

Preferred: At least one (1) year of professional experience in corporate finance, consulting, or professional services environments.
Proficiency in Power Query and Power BI, or equivalent data transformation and visualization tools, is strongly preferred
Demonstrable experience in financial modeling, budgeting, and reporting
Strong quantitative and analytical skills, including working knowledge of basic financial modeling methods and data interpretation.
Demonstrated ability to manage multiple complex projects, prioritize tasks, and deliver high-quality work in a dynamic, fast-paced environment.
Collaborative and proactive work style, with strong personal accountability, professional maturity, and drive to achieve results.

Responsibilities

Support budgeting, forecasting, and financial reporting processes under the direction of senior FP&A team members.
Build and maintain financial models and analyses to evaluate business performance and identify trends.
Prepare monthly and quarterly variance analyses (actuals vs. budget/forecast) and assist in summarizing key drivers.
Compile and analyze data related to key performance indicators (KPIs), margin trends, and cash flow metrics.
Partner with cross-functional teams (e.g., Delivery, Technology, Commercial, etc.) to gather data and support financial analysis requests.
Assist in the preparation and maintenance of financial dashboards, reports, and management presentations.
Support strategic analyses such as pricing reviews, profitability analysis, scenario modeling, and investment evaluations.
Help gather, validate, and analyze financial and operational data in support of growth initiatives or due diligence efforts.
Contribute to continuous improvement of FP&A processes, tools, and reporting through documentation, standardization, and automation.
Adhere to internal controls, data integrity standards, and finance best practices.
ALL DUTIES AND RESPONSIBILITIES MUST BE PERFORMED CONSISTENT WITH INSIGHT2PROFIT’S PERFORMANCE STANDARDS