What are the responsibilities and job description for the Financial Planning Analyst position at Robert Half?
FP&A Analyst
Location: Atlanta, GA (Hybrid/Onsite)
About the Company
We are a growing, well-capitalized organization operating in a complex, project-driven environment. Backed by experienced leadership and institutional investors, the company is focused on building a scalable platform that delivers long-term value to stakeholders. Our team values collaboration, analytical rigor, and adaptability in a fast-paced setting.
Position Overview
The FP&A Analyst will report to the FP&A Manager and support financial planning, analysis, reporting, and modeling activities across the organization. This role works closely with cross-functional teams and plays a key part in providing financial visibility, supporting strategic decision-making, and improving forecasting accuracy as the company continues to scale.
Key Responsibilities
- Support weekly cash forecasting through collaboration with Development, Construction, M&A, and Accounting teams
- Maintain and update project-level budget models, including tracking actuals, reforecasting spend, and updating financing assumptions
- Organize, analyze, and maintain large datasets using advanced Excel functionality (formulas, pivot tables, etc.)
- Prepare monthly operating reports, including budget-to-actual analysis for both cash and GAAP results, and explain variances to management
- Support monthly and ad-hoc investor reporting requests
- Assist in preparing the annual 5-year cash and GAAP budget and the ongoing monthly reforecast process
- Perform monthly updates to consolidated financial models
- Contribute to ad-hoc financial analyses and cross-functional initiatives led by the FP&A team
Qualifications & Experience
- Bachelor’s degree in Finance, Accounting, or a related field
- 1–2 years of experience in finance, banking, or a project-based operating environment
- Strong understanding of Generally Accepted Accounting Principles (GAAP), including income statement, balance sheet, and cash flow analysis
- Advanced Excel skills with the ability to understand, troubleshoot, and update complex financial models
- Experience with accounting systems such as Intacct preferred
- Strong analytical, quantitative, and problem-solving skills
- Excellent written and verbal communication skills with the ability to collaborate across teams
- Self-starter with the ability to work independently while managing multiple priorities
- Comfortable working in a fast-paced, evolving organization
Work Environment
While the company supports long-term work/life balance, this role may require extended hours at times to meet key deadlines.
Salary : $70,000 - $90,000