Financial Planning and Analysis Specialist

Financial Planning & Analysis Analyst

Overview

As an FP&A Analyst, you will support planning and decision-making processes by analyzing and transforming financial data, preparing comprehensive reports for senior decision-makers, maintaining strategic planning models, evaluating financial performance and trends, conducting profitability analysis, assessing strategic initiatives, and spearheading the development and implementation of business intelligence capabilities.

Job Description

• Analyze and transform financial data to support planning and decision-making processes.
• Prepare comprehensive reports for senior decision-makers.
• Maintain strategic planning models to support business growth.
• Evaluate financial performance, trends, and profitability.
• Assess strategic initiatives in alignment with organizational goals.
• Develop and implement business intelligence capabilities.
• Lead the development of PowerBI dashboards for actionable insights.
• Collaborate cross-functionally to align financial analysis with business objectives.

Duties & Responsibilities

• Identify, transform, and evaluate financial information for senior decision-making processes.
• Prepare company-wide and business-level financial and performance reports.
• Conduct profitability analysis of production channels.
• Report findings to senior management with actionable recommendations.
• Evaluate strategic initiatives for organizational impact.
• Develop and implement data warehouse solutions for business intelligence.

Qualifications

• BA in Accounting or Finance; MBA strongly desired.
• Three or more years of FP&A experience, preferably in banking or finance.
• Proficiency in MS Excel and financial software.
• Strong analytical skills and attention to detail.
• Experience with PowerBI or similar tools is a plus.
• Understanding of US GAAP and financial modeling.

Skills

• Analytical, detail-oriented mindset with the ability to transform and evaluate financial data.
• Effective communication skills with stakeholders at all levels.
• Ability to work in a dynamic environment and manage multiple tasks.
• High degree of integrity, honesty, and professionalism.
• Strong organizational skills to meet deadlines effectively.

Benefits Offered

• PTO and Paid Holidays
• Medical, Dental, Vision & Life Insurance
• HSA and FSA
• Voluntary Life and AD&D
• Short-term & Long-term Disability Insurance
• 401k Retirement Plan
• Child Care Discount
• Employee Discount Programs
• Pet Insurance