What are the responsibilities and job description for the Senior FP&A, Expense Analyst position at Recruiting Solution Incorporated?
Our client is a well-known publicly traded financial services firm seeking a Senior FP&A Analyst with OPEX and CAPEX forecasting experience. This position requires someone with experience wokring with business leaders on our client's expenses.
The company has a strong leadership team that inspires employees’ success through an excellent work environment and training. Their team-oriented culture demonstrates genuine care for their staff well-being. The company also provides outstanding opportunities for professional development, career advancement, and compensation. The position is remote with excellent benefits.
If you're looking for a position to apply your skills and build a thriving and rewarding career, please apply!
The Senior Financial Analyst supports the Financial Planning & Analytics team by developing and analyzing financial data, managing expense models, and partnering with business leaders to drive informed decision-making. This role leads monthly variance reporting, supports budgeting and forecasting, and collaborates cross-functionally to ensure accurate, timely financial insights.
RESPONSIBILITIES
- Maintain and improve driver-based expense models and financial planning tools (Workday Adaptive).
- Partner with business leaders to translate operations into actionable financial forecasts.
- Develop, monitor, and update annual budgets and roll forecasts.
- Prepare monthly variance analysis and support close activities (accruals, reclasses).
- Produce recurring reports and dashboards using advanced financial modeling.
- Prepare financial materials for leadership and board reviews.
- Provide guidance on expense coding and financial processes.
- Identify and implement process improvements.
- Perform ad hoc analysis as needed.
QUALIFICATIONS
- Bachelor’s degree in finance, accounting, economics, or related field.
- 5 years of FP&A or financial modeling experience; CPA a plus.
- Strong understanding of financial statements and business partnering.
- Advanced Excel skills (including VBA) and strong PowerPoint proficiency.
- Experience with Adaptive Planning or similar tools preferred.
- Strong communication, analytical, and problem-solving skills.
- Ability to work in a dynamic, fast-paced environment and meet tight deadlines.
Recruiting Solution Incorporated (RSI) is a specialty search firm that connects accounting, finance, and human resources professionals with opportunities at both early-stage startups and established companies across diverse industries.
Partnering with RSI means working with experienced recruiters who prioritize your professional growth. We carefully assess your career objectives to match you with opportunities that align with your goals. Our free candidate services include resume optimization, interview preparation, detailed post-interview feedback, and expert negotiation assistance to secure your best compensation package.
As an Equal Opportunity Employer, we welcome all qualified applicants regardless of gender identity or expression, sexual orientation, national origin, religion, marital status, veteran status, age, disability, or race.
