Sr. FP&A Analyst

Uneekor•Dallas, TX

About The Position

Uneekor is seeking an experienced FP&A Analyst to support financial planning, forecasting, and strategic decision-making. The role owns key planning activities, including budgeting, rolling forecasts, financial modeling, management reporting, and variance analysis. Working with department leaders and senior management, the analyst will turn financial and operational data into insights, identify trends and risks, and recommend actions that support financial performance and long-term growth.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive experience in corporate FP&A, operational finance, or a closely related financial analysis role.
Demonstrated ability to independently own budgeting, forecasting, management reporting, and cross-functional financial planning deliverables.
Advanced Excel skills and strong proficiency building integrated, driver-based three-statement models, cash flow forecasts, and sensitivity analyses.
Strong understanding of accounting principles, financial statement relationships, variance analysis, and financial and operational KPIs.
Ability to translate complex financial information into clear recommendations and confidently present findings to senior leadership.

Nice To Haves

Hands-on NetSuite experience, including financial reporting, saved searches, and extracting and reconciling ERP data.
Experience with Cube FP&A or comparable planning platforms such as Adaptive Planning, Anaplan, or OneStream.
Experience with Power BI, Tableau, or other financial dashboard and visualization tools.
Experience supporting multi-entity or international financial planning and reporting.
Experience in technology, consumer products, or distribution businesses.
MBA, CPA, CMA, or CFA designation.

Responsibilities

Independently drive annual budgeting, monthly rolling forecasts, and long-range financial plans with department leaders.
Own consolidated forecasts for revenue, operating expenses, headcount, capital expenditures, and cash flow; challenge assumptions and identify key business drivers.
Build and maintain integrated, driver-based three-statement financial models and conduct scenario and sensitivity analyses.
Monitor forecast accuracy, explain deviations, and recommend corrective actions to improve financial outcomes.
Prepare timely, accurate monthly management reporting packages covering departmental and consolidated financial results.
Analyze actuals against budget, forecast, and prior year, and communicate material variances, trends, risks, and opportunities to senior leadership.
Define and monitor financial and operational KPIs and develop standardized dashboards and reporting across entities.
Serve as the primary FP&A partner for assigned departments, providing guidance on spending, resource allocation, cost control, and performance improvement.
Lead departmental financial reviews, challenge budget assumptions, and recommend actions to achieve financial targets.
Prepare ROI, pricing, margin, profitability, break-even, and investment analyses for commercial and strategic decisions.
Assess performance by business segment, product, channel, and entity with Sales Finance and operational teams.
Analyze accounts receivable, inventory, and accounts payable trends and identify working capital improvement opportunities.
Evaluate cash implications of operating decisions, investments, and growth initiatives.
Use ERP and FP&A systems to extract, reconcile, and analyze financial data and improve planning and reporting processes.
Develop scalable Excel models, KPI dashboards, and repeatable reporting solutions; identify opportunities for automation and improved data visualization.