FP&A - Analyst

Applied Medical • Rancho Santa Margarita, CA

5d

About The Position

The FP&A Analyst supports annual budgeting and quarterly forecasting processes across multiple departments. This role performs variance analysis, partners with cross-functional teams on planning and forecasting, and supports capital expenditure planning and budget tracking. The FP&A Analyst combines strong analytical skills with clear communication to help departments understand and manage their financial performance.

Requirements

• Holds a bachelor's degree in finance, accounting, economics, or business administration.
• Brings three to five years of experience in financial analysis or a related field.
• Applies strong analytical and problem-solving skills.
• Interacts effectively with staff at varying levels of the organization.
• Applies strong computer skills, including proficiency in Microsoft Excel and Word.
• Demonstrates strong organizational skills to balance and prioritize work.
• Brings accounting experience and knowledge.
• Communicates clearly in written and verbal formats.

Nice To Haves

• Brings knowledge of SAP.

Responsibilities

• Supports annual budgeting and quarterly forecasting processes for multiple departments.
• Compares actual results to forecasts and budgets, identifies variances, determines root causes, and prepares monthly and quarterly reports.
• Partners with cross-functional teams to support annual planning and forecasting.
• Assists with capital expenditure planning and tracks project spending against approved budgets.

Benefits

• Competitive compensation range: $80000 - $90000 / year (California).
• Comprehensive benefits package.
• Training and mentorship opportunities.
• On-campus wellness activities.
• Education reimbursement program.
• 401(k) program with discretionary employer match.
• Generous vacation accrual and paid holiday schedule.

What This Job Offers

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