What are the responsibilities and job description for the Financial Planning & Analysis (FP&A) Analyst position at Cordia Resources by Cherry Bekaert?
We are partnered with a fast-growing, mission-driven organization looking for an analytical and motivated FP&A Analyst to join their Finance team. This role is perfect for someone who enjoys working with data, building models, and providing insights that directly impact business strategy.
What You’ll Do
In this role, you’ll gain exposure to senior leadership and play a key part in shaping the company’s financial future. Responsibilities include:
Assisting with budgeting, forecasting, and long-term financial planning
Performing variance analysis to explain trends in revenue, expenses, and cash flow
Developing and maintaining financial models to support decision-making
Preparing clear, concise reports and dashboards for management
Partnering with business units to provide insights that guide strategy and operations
Supporting strategic projects such as pricing analysis, cost optimization, and investment planning
Required Skills & Experience
2–5 years of experience in financial analysis, FP&A, or corporate finance
Strong analytical and problem-solving skills
Advanced Excel proficiency (experience with Power BI, Tableau, or similar tools a plus)
Solid understanding of financial statements and business drivers
Strong communication skills—you can explain financial data to non-financial stakeholders
Preferred
Bachelor’s degree in finance, Accounting, Economics, or related field (MBA or CFA a plus)
Experience with ERP systems such as Oracle, NetSuite, SAP, or Workday
#IND123
What You’ll Do
In this role, you’ll gain exposure to senior leadership and play a key part in shaping the company’s financial future. Responsibilities include:
Assisting with budgeting, forecasting, and long-term financial planning
Performing variance analysis to explain trends in revenue, expenses, and cash flow
Developing and maintaining financial models to support decision-making
Preparing clear, concise reports and dashboards for management
Partnering with business units to provide insights that guide strategy and operations
Supporting strategic projects such as pricing analysis, cost optimization, and investment planning
Required Skills & Experience
2–5 years of experience in financial analysis, FP&A, or corporate finance
Strong analytical and problem-solving skills
Advanced Excel proficiency (experience with Power BI, Tableau, or similar tools a plus)
Solid understanding of financial statements and business drivers
Strong communication skills—you can explain financial data to non-financial stakeholders
Preferred
Bachelor’s degree in finance, Accounting, Economics, or related field (MBA or CFA a plus)
Experience with ERP systems such as Oracle, NetSuite, SAP, or Workday
#IND123