FP&A Analyst

Position Overview

• The FP&A Analyst will support the Head of FP&A in preparing, maintaining, and analyzing financial models, forecasts, budgets, cash-flow projections, and management reports.
• The position will be responsible for collecting and validating financial data, updating recurring reports, analyzing actual results against forecasts and budgets, and helping translate financial results into clear insights for management.
• The successful candidate will be highly proficient in Excel, comfortable working with large and sometimes incomplete datasets, and able to produce accurate, transparent, and well-documented financial analysis.
  

Key Responsibilities

• Collect, organize, validate, and maintain historical financial and operational data used in FP&A reporting and financial models.

• Support the preparation and maintenance of monthly forecasts, annual budgets, cash-flow forecasts, portfolio models, and long-term financial projections.

• Prepare monthly actual-to-budget and actual-to-forecast variance analyses.

• Investigate material variances, identify their underlying drivers, and prepare clear explanations for management and executive reporting.

• Update financial models with monthly actual results and revised business assumptions.

• Prepare break-even, scenario, sensitivity, and other decision-support analyses.

• Review existing financial models for formula accuracy, logical consistency, functionality, transparency, and ease of use.

• Reconcile model outputs and management reports to source data and financial statements.

• Maintain clear model assumptions, supporting schedules, version control, change logs, and process documentation.

• Support the preparation of recurring management reports, executive reporting packages, and Excel-based dashboards.

• Assist with the annual budgeting and forecasting process by collecting business-unit inputs, reviewing submissions, and consolidating them into company-level forecasts and budgets.

• Prepare cash-flow forecasts and financial projections to support liquidity management and strategic planning.

• Work with Accounting, Operations, and other departments to obtain required data, resolve discrepancies, and improve reporting accuracy.

• Support financial and functional due-diligence requests related to corporate transactions, as needed.

• Identify opportunities to improve, standardize, and automate recurring reporting processes using Excel and other available reporting tools.

• Perform ad hoc financial analysis and other FP&A projects as assigned by the Head of FP&A.