Financial Planning & Analysis Analyst

North Texas Food Bank • Plano, TX

just now • $66,000 - $75,000 • Onsite

About The Position

The Financial Planning & Analysis (FP&A) Analyst supports NTFB's financial goals through budgeting, forecasting, financial reporting, financial modeling, and strategic analysis. This role provides insight into organizational financial performance, trends, and variances, develops recommendations to support operational and strategic decision-making, and partners across departments to enhance financial planning, resource allocation, and continuous improvement.

Requirements

• Bachelor’s degree in finance, accounting, business, or a related field, or an equivalent combination of education and experience
• Understanding of accounting principles, financial statements, budgeting, forecasting, and financial reporting practices.
• Strong organizational skills with attention to detail and accuracy
• Effective written and verbal communication skills
• Proven ability to clearly communicate complex concepts to both technical and non-technical audiences
• Aptitude for collaboration and customer service
• Demonstrates initiative, problem-solving ability and eagerness to learn
• Intermediate proficiency in Microsoft Office applications, including Excel and PowerPoint
• Working knowledge of financial modeling, budgeting, forecasting techniques, SQL, and visualization and reporting tools (e.g., Power BI and Jet Reports), with the ability to develop financial analyses, reporting solutions, dashboards, and decision-support tools.
• Working knowledge of Microsoft Dynamics 365 or similar ERP software
• Three years of relevant work experience required

Nice To Haves

• exposure to automation tools (e.g., Power Automate) preferred

Responsibilities

• Perform detailed financial analysis, including budget-to-actual comparisons, forecasting, trend analysis, variance analysis, and financial modeling to evaluate organizational performance, identify risks and opportunities, and develop recommendations to support decision-making
• Support the annual budgeting process and periodic forecasting activities by collecting, analyzing, and validating financial and operational data from departments across the organization
• Analyze financial and operational metrics to identify performance trends, cost-saving opportunities, operational efficiencies, and areas for resource optimization
• Create, maintain, and enhance financial reports, dashboards, and analytical tools, ensuring the accuracy, integrity, and consistency of financial and operational data
• Translate business needs into meaningful financial analyses and reporting solutions, providing insights and recommendations that support operational decision-making
• Support process improvement initiatives by evaluating financial and operational workflows, identifying opportunities to improve efficiency and reporting effectiveness, and maintaining related documentation
• Partner with cross-functional teams to support budgeting, forecasting, financial reporting, and strategic initiatives by providing accurate analyses, financial insights, and decision-support recommendations
• Provide training and support to promote effective system adoption
• Perform ad hoc reporting, special projects, and other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level