Senior FP&A Analyst

Westwood Professional Services • Plano, TX

20d

About The Position

The Senior Financial Analyst is responsible for supporting financial planning, forecasting, and analysis activities that enable data-driven decision-making. This role assists in budgeting, forecasting, management reporting, and financial analysis to help achieve the organization’s strategic and financial goals.

Requirements

• Bachelor’s degree in Finance, Economics, or a related field.
• 3+ years of experience in budgeting, financial planning, analysis, and management reporting.
• Proficient in budgeting, financial modeling, forecasting, and business analytics.
• Excellent attention to detail with a focus on accuracy.
• Advanced Excel and financial systems skills (experience with ERP, BI tools, and planning software a plus).
• Strong analytical and strategic conceptual thinking skills.
• Excellent verbal and written communication skills, with the ability to explain financial concepts to business leaders.
• Familiarity with industry best practices related to financial planning.

Responsibilities

• Develop and maintain financial models used for budgeting and forecasting, including dashboards that support operational decision-making.
• Assist in the development and management of the annual budget and capital expenditure planning.
• Provide support in financial planning and offer insights and recommendations.
• Prepare monthly and quarterly management reports, including variance analysis and forecasts.
• Collaborate with business leaders to identify trends and provide financial insights.
• Conduct financial analyses for strategic initiatives and capital investments.
• Ensure financial planning and reporting align with accounting standards, company policies, and compliance requirements.
• Contribute to continuous improvement in FP&A processes, systems, and reporting tools.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 501-1,000 employees