FP&A Analyst

A Financial Planning and Analysis (FP&A) Analyst is a key role within an organization’s finance department. The primary responsibility of an FP&A Analyst is to provide financial analysis and insights that support strategic decision-making and drive the overall financial performance of the company. 

Financial Planning and Forecasting: 

• Collaborate with cross-functional teams to develop financial forecasts, budgets, and long-term financial plans. Analyze historical data, market trends, and business drivers to accurately forecast future financial performance.
• Marketing - Analyze historical marketing data and market trends.

Financial Analysis:

• Conduct in-depth financial analysis to assess the company’s financial health and performance. Prepare and analyze financial reports, including variance analysis, profitability analysis, and key performance indicators (KPIs). Identify trends, risks, and opportunities to provide recommendations for improvement.
• Budgeting and Expense Management: Assist in the annual budgeting process by working closely with department heads to develop accurate expense budgets. Monitor and analyze actual performance against budget, providing insights and recommendations for cost optimization and efficiency.

Financial Modeling: Build and maintain financial models to support scenario planning, investment decisions, and business cases. Perform sensitivity analysis and simulations to evaluate the impact of various financial variables on the company’s performance.

Management Reporting: Prepare regular financial reports to senior management and stakeholders, summarizing key findings, insights, and recommendations. Develop dashboards and visualizations to enhance financial reporting and facilitate data-driven decision-making.

Business Partnering: Collaborate with business leaders and department heads to provide financial support and guidance. Act as a trusted advisor, helping stakeholders understand financial implications and driving alignment between financial goals and operational strategies.

Performance Tracking: Monitor and track key financial and operational metrics to assess performance against targets. Identify and communicate areas of concern or improvement opportunities to enable timely corrective actions.

Continuous Improvement: Contribute to the enhancement of financial planning and analysis processes, systems, and tools. Identify opportunities to streamline workflows, improve data accuracy, and increase efficiency.

• 2+ years of experience as a Financial Analyst in the high-tech industry, excluding law firms.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field (Master’s degree or professional certifications such as CFA or CPA may be preferred).
• Strong analytical and quantitative skills, with the ability to interpret complex financial data and provide actionable insights.
• Proficient in financial modeling and advanced Excel skills. Experience with financial planning software and data visualization tools (e.g., Looker) is a plus.
• Solid understanding of financial statements, accounting principles, and financial concepts.
• Excellent communication and presentation skills, with the ability to effectively convey financial information to both finance and non-finance stakeholders.
• Detail-oriented, with strong organizational and time management skills to meet deadlines in a fast-paced environment.
• Strong business acumen and the ability to think strategically, connecting financial analysis to broader business objectives.
• Familiarity with Priority ERP – an advantage