Financial Planning & Analysis Analyst (FP&A)

Mccno•New Orleans, LA

15h

About The Position

The Financial Planning & Analysis Analyst supports budgeting and forecasting, financial planning for assigned projects, and financial modeling and analytics for strategic initiatives. The role organizes and verifies financial data, monitors performance indicators, prepares budget reports and presentation materials, and works with stakeholders and departmental staff to support planning and decision-making. The analyst also contributes to improvements in financial models, analysis software, and standard operating procedures. The position requires careful handling of sensitive information, strong analytical judgment, accuracy, effective communication, and the ability to meet deadlines with minimal supervision. Extended hours may be necessary.

Requirements

Highly detailed and analytical capabilities for working with financial data.
Excellent verbal, written, and interpersonal skills, including the ability to translate financial information to a general audience.
Ability to maintain accuracy, thoroughness, and confidentiality when handling sensitive information.
Ability to work through problems logically and attempt solutions independently.
Ability to gather and analyze information, prioritize and plan work, and use time efficiently to meet deadlines.
Ability to perform under minimal supervision.
Ability to work extended hours as necessary.

Responsibilities

Support the financial team with the budgeting and forecasting process.
Develop and manage budget timelines to clarify project expectations and meet reporting and approval deadlines.
Organize data and supporting documents for review of financial forecasts and non-financial performance indicators.
Work with budget stakeholders to verify forecasts align with organizational initiatives and goals.
Examine performance indicators and identify outliers.
Ensure budget files are accurate and complete.
Prepare budget report presentation packages.
Recommend improvements to management as needed.
Assist with financial planning to improve financial results.
Serve as the subject matter expert for financial planning on assigned projects, including updating, monitoring, and auditing supporting data.
Participate in cross-departmental meetings to ensure financial planning is considered and addressed for projects and initiatives.
Assist staff in developing financial plans and review the effectiveness of standard operating procedures.
Prepare and distribute budget reports; meet with departmental staff to analyze historical data and assist with projects and execution plans.
Investigate inquiries and provide explanations and recommended solutions to staff.
Assist with financial modeling and analytics for strategic initiatives.
Use and update financial models for ad hoc and long-term planning.
Create ad hoc predictive and prescriptive analyses to assist leadership in decision-making.
Participate in implementation and continuous improvement of modeling and analysis software.
Maintain confidentiality when working with sensitive information.
Work through problems logically, attempt solutions independently, and think beyond the immediate need presented.
Gather and analyze information, prioritize and plan work, and use time efficiently to meet deadlines.
Maintain accuracy and thoroughness, perform under minimal supervision, and work extended hours as necessary.
Translate financial information for a general audience through effective verbal and written communication.