FP&A Analyst

MarshBerry•Woodmere, OH

10d•Hybrid

About The Position

MarshBerry is growing! We are seeking a Financial Planning & Analysis (FP&A) Analyst to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. Job Details Position Summary: The Financial Planning & Analysis (FP&A) Analyst will provide support for the FP&A Manager and the Corporate Accounting Team through financial analysis, reporting, and budget development. The FP&A Analyst will collaborate with the FP&A Team and all teams across the organization to leverage information and reporting to improve operational efficiency. This role will include CRM-based dashboard reporting, sales effectiveness reporting, compensation plan design & administration, accounting & finance related process improvements, and a wide range of other complex, predictive-analytic, and ROI-driven reporting. This is a hybrid position out of our Woodmere, OH office, working onsite Monday through Thursday and remote on Friday's. This individual will report directly into our FP&A Manager.

Requirements

Bachelor’s degree in Finance, Accounting, Economics or other equivalent experience.
1-3 years of experience in finance or accounting.
Proven corporate financial planning & analysis skills.
Knowledge of PowerPoint, Excel, and various other accounting and financial modeling software platforms.
Experience with CRM systems such as Salesforce or other industry leading platforms.
Advanced Excel Skills.
Proactive problem-solving skills: uses techniques to identify and resolve issues in a timely manner; gathers and analyzes information skillfully and makes appropriate decisions.
Confidentiality: maintains confidentiality with proprietary information and all internal and external communication.
Team oriented: positive and professional, shows consideration for and maintains good working relations with coworkers; remains open to others’ ideas and exhibits a willingness to try new things.
Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
Excellent communication and presentation skills, with the ability to effectively interact with executives and cross-functional teams.
Strategic thinker with the ability to understand business drivers and translate insights into actionable recommendations.
Ability to multitask: able to work on multiple projects simultaneously; completes projects and responsibilities with extreme attention to detail according to required timelines and deadlines; possesses the capacity to work under pressure to create accurate results; demonstrates accuracy and thoroughness and monitors work to ensure quality.
Open to feedback: follows instructions, responds to management directions, and solicits feedback to improve performance.

Nice To Haves

Experience with PowerBI is a plus
International FP&A experience is a plus.

Responsibilities

Contribute to the annual budget creation in partnership with senior business leaders by utilizing consistent and effective processes including aggregation of all key drivers, metrics, and financial outputs, and regular analysis of actual results vs. budget throughout the year.
Assist in creating, compiling, and tracking dashboards and financial models to deliver operational metrics and KPI reporting to support strategic decision making and provide insights into the ongoing health of the business.
Assist in building queries from various databases and/or data warehouses to support efficient and consistent reporting and to provide data analysis for all aspects of the business including sales activity, revenue, cost of sales, operating expenses, and capital expenditures.
Contribute to the preparation of the monthly financial reporting package and monthly and quarterly reforecast and business review packages.
Support the development of the annual five-year planning process by detailing net revenue, expenses, personnel, investments, and cash flow expectations.
Support the evaluation, analysis, and due diligence process for potential acquisition targets.
Provide support for the onboarding processes of potential acquisitions.
Analyze complex financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes.
Complete ad-hoc analyses to address existing and evolving business needs.
Assist with updating key financial models with current actuals to assist in developing the monthly/quarterly forecasts.
Cultivate and maintain effective relationships with potential internal and external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
Other projects and duties as assigned.