Senior Financial Planning & Analysis
About The Position
The Senior Financial Planning & Analysis (FP&A) Analyst is responsible for delivering high-quality financial planning, forecasting, reporting, and analysis to support strategic and operational decision-making across the organization. This role partners closely with Finance, Operations, and Business Development teams to provide actionable insights into business performance, identify trends, and improve forecasting accuracy. The Senior FP&A Analyst plays a key role in budgeting cycles, M&A due diligence, monthly reporting, variance analysis, and development of financial models and dashboards that support leadership decision-making.
Requirements
- Advanced Excel skills (pivot tables, formulas, Power Query)
- Experience with Power BI or similar data visualization tools
- Strong financial modeling and analytical skills
- Ability to interpret financial statements and business drivers
- Strong communication skills, including ability to present insights clearly
- High attention to detail and ability to manage multiple priorities
- Strong problem-solving and critical thinking skills
- Bachelor’s degree in Finance, Accounting, Economics, Analytics, or related field
- 2–5 years of experience in Financial Planning & Analysis, Accounting, or Financial Analytics
Nice To Haves
- Experience with budgeting and forecasting processes
- Experience with Power BI (or DAX), Tableau, or similar tools
- Experience with M&A due diligence
- Experience working with large data sets and KPI reporting
Responsibilities
- Support and lead annual budgeting and forecasting processes
- Maintain and update monthly and rolling forecasts, incorporating business drivers and changes in performance
- Perform variance analysis (actual vs. forecast) and explain key drivers
- Assist in long-range financial planning and scenario modeling
- Develop, maintain, and enhance financial and operational reports using Excel and Power BI
- Build dashboards and visualizations to communicate key performance trends and KPIs
- Translate complex financial and operational data into clear, actionable insights
- Ensure accuracy, consistency, and timeliness of executive and board-level recurring reporting packages
- Support M&A due diligence efforts for geographical growth
- Partner with cross-functional teams to analyze business performance and identify opportunities for improvement
- Support analysis of sales performance, pricing, and trade/promotional activity
- Provide ad hoc financial analysis to support strategic and operational decisions
- Collaborate with Finance and other stakeholders to ensure alignment in reporting and assumptions
- Identify and resolve data discrepancies and improve data quality and reporting processes
- Support enhancements to financial systems, reporting tools, and data governance practices
- Improve efficiency of forecasting and reporting processes through automation and standardization
- Assist in audit support and ensure financial data integrity
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What This Job Offers
Job Type
Full-time
Career Level
Senior
