Job Description
Financial Planning & Analysis (FP&A) Analyst – Financial Modeling
Job Summary
The FP&A Analyst will support strategic decision-making by delivering accurate financial planning, forecasting, and financial models. This role partners closely with management and cross-functional teams to analyze business performance, identify trends, and provide actionable insights through robust financial modeling and reporting.
Key Responsibilities
Develop and maintain financial models for budgeting, forecasting, scenario analysis, and long-range planning
Prepare monthly, quarterly, and annual forecasts and budgets
Analyze P&L, balance sheet, and cash flow performance versus budget and forecast
Provide variance analysis with clear explanations and business insights
Build sensitivity and what-if models to support strategic initiatives and investments
Support management reporting, dashboards, and executive presentations
Partner with department heads to track KPIs and cost drivers
Assist in pricing, profitability, and ROI analysis
Improve FP&A processes, models, and reporting efficiency
Support ad-hoc financial analysis requested by leadership
Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or related field
3–7+ years of experience in FP&A, corporate finance, or financial analysis
Strong financial modeling skills (3-statement models, forecasts, scenario models)
Advanced proficiency in Microsoft Excel (PivotTables, lookups, formulas; VBA a plus)
Experience with ERP systems (SAP, Oracle, NetSuite, etc.)
Strong analytical, communication, and stakeholder-management skills
Preferred Qualifications
CPA, CFA, or MBA
Experience with BI tools (Power BI, Tableau, Looker)
Exposure to multi-entity or global operations
Key Competencies
Financial modeling & forecasting
Strategic thinking & business partnering
Attention to detail with big-picture perspective
Ability to work under tight deadlines
Clear financial storytelling for non-finance stakeholders