Financial Planning and Analysis Analyst

JOB SUMMARY:

The FP&A Analyst supports strategic decision-making through financial modeling, forecasting, reporting, and data analysis. This role partners with cross-functional leaders to deliver insights that improve performance, drive financial discipline, and support long-term business objectives. Strong data skills—including SQL—are essential for success in this role.

ESSENTIAL DUTIES & RESPONSIBILITIES:

Financial Planning & Forecasting

• Support the development of the annual budget, quarterly forecasts, and long-range financial plans.
• Build and maintain dynamic financial models to project revenue, expenses, cash flow, and profitability.
• Analyze trends, business drivers, and variances to provide meaningful insights.

Reporting & Analysis

• Prepare monthly financial reports, dashboards, and performance packages for leadership.
• Conduct variance analysis vs. budget, forecast, and prior periods.
• Use SQL queries to extract, clean, and analyze financial and operational data.
• Provide commentary and recommendations based on data findings.

Business Partnering

• Collaborate with department leaders to understand operational needs and financial impacts.
• Provide decision support for pricing, capital investments, cost savings initiatives, and project ROI.
• Translate complex data into clear, actionable insights for non-finance stakeholders.

Financial Modeling & Tools

• Build and maintain models for revenue forecasting, headcount planning, profitability analysis, and scenario modeling.
• Improve reporting processes through automation and SQL-driven data integrity enhancements.
• Partner with accounting and data teams to ensure alignment across financial systems and data sources.

Ad Hoc Projects

• Support M&A analysis, integration, and due diligence as needed.
• Lead or assist with special projects including process improvements, data automation, and KPI development.

EDUCATION & EXPERIENCE:

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• 3-5 years of experience in FP&A, corporate finance, or a data-driven analytical role.
• Experience working with SQL for data extraction and analysis required.

SKILLS & COMPETENCIES:

• Strong SQL skills (ability to write queries, joins, CTEs, and perform data validation).
• Advanced Excel financial modeling skills.
• Experience working with ERP and BI tools (Power BI).
• Understanding of GAAP, financial statements, and key business metrics.
• Excellent written and verbal communication skills.
• Strong attention to detail, accuracy, and analytical mindset.
• Ability to manage multiple priorities and thrive in a fast-paced environment.

COMMUNITY:

• Spartanburg, SC offers a vibrant, welcoming community with a small-town feel and growing economic opportunity.
• Residents enjoy: Affordable cost of living and a comfortable lifestyle.
• Access to beautiful parks, trails, and year-round outdoor recreation.
• A revitalized downtown with great restaurants, local shops, and cultural events.