Financial Planning & Analysis Analyst I

The Financial Planning & Analysis (“FP&A”) Analyst I provides support for the budgeting, forecasting, financial reporting, and planning activities of the New Orleans Ernest N. Morial Convention Center (MCCNO). Working under the direction of the Financial Planning and Reporting Director, this position prepares recurring reports, maintains established financial models and planning files, analyzes financial and operational data, and assists departments with routine budget and reporting needs. The Analyst I collaborates with the FP&A Analyst and other Finance team members to ensure information is accurate, complete, and delivered on time while developing the knowledge and analytical skills needed to assume increasingly complex assignments.

MAJOR ACCOUNTABILITIES include the following. Other duties may be assigned.

Support the financial team with the budgeting and forecasting process.

• Assist with the preparation and maintenance of the annual operating and capital budgets using established templates, timelines, and procedures.
• Collect budget information and supporting documentation from departments and review submissions for completeness and accuracy.
• Update budget workbooks, planning files, and recurring reports.
• Reconcile budget information and research routine discrepancies, escalating complex issues to the Director or FP&A Analyst.
• Assist with budget calendar activities, departmental communications, and preparation of presentation materials.
• Coordinate with the FP&A Analyst to support deadlines and maintain consistent data and reporting standards.

Provide financial reporting and analysis support.

• Prepare recurring financial reports comparing actual results to budget, forecast, and prior-year performance.
• Research routine budget variances and summarize findings for review by the Director and FP&A Analyst.
• Compile financial and operational data from multiple systems and verify the accuracy of source information.
• Respond to routine departmental reporting questions and assist with gathering information for more complex inquiries.
• Monitor assigned financial and operational metrics and identify unusual results that require additional review.
• Support departmental meetings and special projects by preparing data, schedules, and other financial information.

Maintain financial models, systems, and data integrity.

• Update existing financial models, forecasting tools, and planning templates using established assumptions and methodologies.
• Validate financial data for completeness, consistency, and accuracy before reports are distributed.
• Maintain organized documentation of reporting procedures, data sources, and recurring processes.
• Assist with testing and implementation of improvements to financial planning, reporting, and analysis tools.
• Collaborate with the FP&A Analyst to identify opportunities to streamline routine reporting and improve team processes.

Other Skills and Abilities

• Work with sensitive information and maintain confidentiality.
• Demonstrate attention to detail and maintain accurate, complete, and organized financial records and reports.
• Prioritize assignments, manage time effectively, and meet established deadlines with appropriate guidance.
• Work collaboratively with the Director, FP&A Analyst, Finance team members, and departmental stakeholders.
• Communicate questions, discrepancies, and potential issues promptly and seek guidance when assignments fall outside established procedures.
• Demonstrate initiative, sound judgment, and a willingness to develop financial planning and analytical skills.