Financial Planning & Analysis Analyst

Overview

As a Financial Planning & Analysis (FP&A) Analyst, you will support the Finance team in delivering accurate financial reporting, forecasts, and business insights that enable informed decision-making across the organization. This role provides hands-on exposure to core FP&A activities, including budgeting, forecasting, variance analysis, and financial modeling, while partnering with cross-functional stakeholders to understand business performance.

The ideal candidate is highly analytical, detail-oriented, and intellectually curious, with a strong interest in corporate finance and business analytics. This role is well-suited for an early-career professional who thrives in a fast-paced, growth-oriented environment and is eager to build a strong foundation in FP&A.

• Support budgeting, forecasting, and financial reporting processes under the direction of senior FP&A team members.
• Build and maintain financial models and analyses to evaluate business performance and identify trends.
• Prepare monthly and quarterly variance analyses (actuals vs. budget/forecast) and assist in summarizing key drivers.
• Compile and analyze data related to key performance indicators (KPIs), margin trends, and cash flow metrics.
• Partner with cross-functional teams (e.g., Delivery, Technology, Commercial, etc.) to gather data and support financial analysis requests.
• Assist in the preparation and maintenance of financial dashboards, reports, and management presentations.
• Support strategic analyses such as pricing reviews, profitability analysis, scenario modeling, and investment evaluations.
• Help gather, validate, and analyze financial and operational data in support of growth initiatives or due diligence efforts.
• Contribute to continuous improvement of FP&A processes, tools, and reporting through documentation, standardization, and automation.
• Adhere to internal controls, data integrity standards, and finance best practices.

Education

Minimum:
Bachelor’s degree in finance, accounting, business, economics, or a related field. New grads are encouraged to apply!

Work Experience

Minimum:
Experience in FP&A, finance, accounting, business analytics, corporate finance as gained through coursework, academic research, or internships.

Preferred:
At least one (1) year of professional experience in corporate finance, consulting, or professional services environments.

Required Skills, Knowledge, And Abilities

Minimum:

• Proficient in computer applications including Excel, PowerPoint, etc.
• Solid analytical and problem-solving skills with strong attention to detail
• Ability to synthesize data and clearly communicate findings in written and verbal formats
• Strong organizational skills with the ability to manage multiple tasks and deadlines
• Curiosity and willingness to learn complex financial concepts and business drivers
• Ability to work collaboratively across teams and levels in a professional environment

Preferred:

• Proficiency in Power Query and Power BI, or equivalent data transformation and visualization tools, is strongly preferred
• Demonstrable experience in financial modeling, budgeting, and reporting
• Strong quantitative and analytical skills, including working knowledge of basic financial modeling methods and data interpretation.
• Demonstrated ability to manage multiple complex projects, prioritize tasks, and deliver high-quality work in a dynamic, fast-paced environment.
• Collaborative and proactive work style, with strong personal accountability, professional maturity, and drive to achieve results.