Senior FP&A Analyst

NORLEE INVESTMENTS LLC • Jacksonville, FL

2d

About The Position

The Senior FP&A Analyst plays a critical role in driving the financial planning and analysis functions within the organization, ensuring accurate forecasting, budgeting, and financial reporting. This position is responsible for delivering insightful financial analysis that supports strategic decision-making and operational efficiency across multiple business units. The role requires collaboration with cross-functional teams to gather data, identify trends, and develop actionable recommendations that enhance financial performance. The Senior FP&A Analyst will lead complex financial modeling efforts and scenario analysis to anticipate business risks and opportunities. Ultimately, this position contributes to the company’s long-term financial health by providing timely, data-driven insights and maintaining robust financial controls.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5+ years of experience in financial planning and analysis or a similar finance role.
• Strong proficiency in Microsoft Excel and financial modeling techniques.
• Experience with financial reporting tools
• Excellent analytical, problem-solving, and communication skills.
• The Senior FP&A Analyst utilizes advanced Excel skills daily to build and refine financial models that forecast business performance and support budgeting processes.
• Strong analytical skills enable the candidate to interpret complex financial data, identify trends, and provide actionable insights that influence strategic decisions.
• Effective communication skills are essential for presenting findings clearly to senior leadership and collaborating with cross-functional teams.
• Familiarity with ERP systems and financial reporting tools ensures accurate data extraction and validation, streamlining month-end and quarter-end close activities.
• Proficiency in data visualization tools enhances the ability to create compelling reports and dashboards that facilitate understanding of key financial metrics across the organization.

Nice To Haves

• Master’s degree in Finance, Business Administration, or related discipline.
• Professional certification such as CFA, CPA, or CMA.
• Experience with data visualization tools like Power BI or Tableau.
• Knowledge of statistical analysis and advanced data analytics techniques.
• Prior experience working in a multinational corporation or complex organizational environment.

Responsibilities

• Develop, maintain, and improve financial models to support budgeting, forecasting, and long-term planning processes.
• Analyze financial results, identify variances, and provide detailed explanations to senior management.
• Collaborate with business units to gather relevant data and ensure alignment of financial plans with operational goals.
• Prepare comprehensive financial reports and presentations for executive leadership and stakeholders.
• Conduct scenario and sensitivity analyses to evaluate potential business impacts and support strategic initiatives.
• Monitor key performance indicators (KPIs) and provide recommendations to optimize financial outcomes.
• Support month-end and quarter-end close processes by validating financial data and ensuring accuracy.
• Lead ad hoc financial analysis projects to address specific business questions or challenges.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1-10 employees