Financial Planning & Analysis Analyst
About The Position
Are you passionate about using data to drive business decisions? Do you enjoy digging into numbers, identifying trends, and helping leaders understand what's happening behind the financial results? We are seeking a motivated Financial Planning & Analysis (FP&A;) Analyst to support budgeting, forecasting, reporting, and strategic business initiatives across the organization. In this role, you'll partner with finance leaders and business stakeholders to analyze company performance, develop financial models, evaluate growth opportunities, and provide insights that support better decision-making. This is an excellent opportunity for someone who is analytical, detail-oriented, and eager to make a meaningful impact on the business.
Requirements
- Experience in financial planning, financial analysis, accounting, business analytics, or a related discipline.
- Advanced analytical and problem-solving skills.
- Strong proficiency in Microsoft Excel and financial modeling.
- Ability to analyze large datasets and transform findings into actionable business insights.
- Strong written and verbal communication skills.
- Excellent attention to detail and organizational abilities.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Ability to handle sensitive financial and business information with professionalism and discretion.
Nice To Haves
- Experience working with ERP systems, reporting tools, and business intelligence platforms is preferred.
Responsibilities
- Analyze financial results, operational metrics, and business performance data to support organizational goals.
- Prepare and maintain financial models, dashboards, and reporting tools that provide visibility into company performance.
- Support annual budgeting, forecasting, and long-range planning processes.
- Consolidate departmental budgets and prepare financial projections for leadership review.
- Perform variance analysis and explain key drivers impacting revenue, profitability, expenses, and working capital.
- Identify trends, risks, and opportunities through financial and operational analysis and communicate findings to leadership.
- Assist in preparing monthly financial reports for ownership, executive leadership, and field management.
- Develop recurring reports and analysis packages that help leaders make informed business decisions.
- Support monthly and quarterly business reviews with sales, operations, and finance teams.
- Prepare presentations, dashboards, and summaries that communicate financial results in a clear and actionable manner.
- Ensure reporting is accurate, timely, and useful for both financial and non-financial audiences.
- Assist with mergers, acquisitions, and other strategic growth initiatives through financial analysis and due diligence activities.
- Gather and evaluate financial and operational information on acquisition targets.
- Analyze opportunities and risks associated with growth initiatives and provide recommendations to leadership.
- Support integration planning and prepare executive-level presentations and decision-support materials.
- Respond to financial and operational analysis requests from business leaders throughout the organization.
Benefits
- 401(k) and Employee Profit Sharing
- Full-time, steady work
- Opportunities for advancement
- Competitive pay based on experience
- World-class training and paid learning incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
