Senior Financial Planning & Analysis Analyst (FP&A)

Intellivo • Creve Coeur, MO

7d

About The Position

We are seeking a strategic and analytical Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role will be instrumental in driving business insights, supporting decision-making, and enhancing financial performance across the organization. The ideal candidate brings a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of progressive experience in FP&A, corporate finance, or business analysis
• Advanced proficiency in Excel, PowerPoint, and financial modeling techniques
• Experience with ERP systems (e.g., NetSuite) and planning tools (e.g., Power BI)
• Strong analytical skills with attention to detail and a high degree of accuracy
• Excellent written and verbal communication skills with the ability to present complex information clearly
• Proven ability to work independently in a fast-paced, dynamic environment
• Strong business acumen and a proactive, problem-solving mindset

Nice To Haves

• MBA or CPA/CMA preferred

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning processes in partnership with business unit leaders
• Develop and maintain dynamic financial models to support strategic initiatives, scenario analysis, and resource allocation
• Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities
• Prepare monthly/quarterly financial reports and dashboards for executive leadership and board presentations
• Collaborate cross-functionally with operations, sales, marketing, and HR to support financial planning and performance tracking
• Monitor key performance indicators (KPIs), business drivers, and industry trends to inform decision-making
• Provide financial input into pricing, investment, and capital planning initiatives
• Recommend process improvements and automation to increase the efficiency and accuracy of FP&A processes
• Serve as a thought partner to leadership, offering insights that support both tactical and strategic priorities

Benefits

• Medical Insurance
• Dental & Vision Insurance
• Industry leading health & wellness benefits
• 401(K) retirement plan
• Competitive Paid Time Off

What This Job Offers

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