Financial Planning and Analysis (FP&A) Analyst

About the Role

As a Financial Planning and Analysis (FP&A) Analyst, you will turn financial and operational data into clear reporting and actionable insights that help senior leaders make informed financial, operational, and strategic decisions. You will partner across departments to support planning, forecasting, performance analysis, and continuous improvement.

Key Responsibilities

• Prepare accurate, timely monthly, quarterly, and annual financial reports, KPI trend analyses, and management presentations.
• Maintain rolling forecasts, projections, and the supporting schedules that enable clear visibility into expected performance.
• Analyze actual results against budget and forecast, identify key drivers of variances, and communicate insights that inform future decisions.
• Evaluate department spending, surface meaningful trends and risks, and recommend practical opportunities to manage expenses when needed.
• Support the annual budgeting process by gathering inputs, preparing analyses, and helping ensure plans are complete and well understood.
• Assist with the month-end close process by preparing reports and analysis that support timely, accurate results.
• Improve reporting and planning processes to increase accuracy, efficiency, and consistency.
• Respond to ad hoc reporting and analysis requests from management and executive stakeholders.

Qualifications

• A critical thinker with strong problem-solving skills and the ability to translate data into a clear point of view.
• Detail-oriented and comfortable working with financial information, deadlines, and changing priorities.
• An effective communicator who can present analyses clearly to both finance and non-finance partners.
• High proficiency in Excel preferred.
• Experience in creating concise, management-ready PowerPoint presentations is preferred.

Requirements & Tech Stack

• Bachelor’s degree specializing in Finance or Accounting.
• Internship or other relevant experience in finance or accounting is preferred.
• Applicants must be authorized to work for any employer in the United States (U.S.), including being located in the US. Sponsorship is not provided.