Senior Financial Planning & Analysis (FP&A) Analyst

Position Summary

The Senior Financial Planning & Analysis (FP&A) Analyst plays a key role in supporting the organization''s financial planning, forecasting, budgeting, and strategic decision-making processes. This position partners closely with business leaders across multiple functions to deliver actionable financial insights, develop financial models, and support business initiatives through comprehensive analysis and reporting.

The ideal candidate is a highly analytical finance professional with strong business acumen, advanced financial modeling skills, and the ability to translate complex financial data into meaningful recommendations for leadership.

Key Responsibilities

Financial Planning & Budgeting

• Support the development, consolidation, and maintenance of annual budgets, forecasts, and long-range financial plans.
• Assist with the execution and governance of budgeting and forecasting processes.
• Monitor financial performance against plans and identify key variances and trends.
• Support monthly and quarterly forecasting cycles through data gathering, analysis, and reporting.

Financial Analysis & Reporting

• Prepare recurring financial reports, management dashboards, and performance scorecards.
• Conduct variance analysis and communicate insights related to financial results, operational performance, and key business drivers.
• Develop presentations and reporting materials for leadership reviews.
• Ensure the accuracy, consistency, and integrity of financial reporting deliverables.

Business Partnership

• Collaborate with business leaders to provide financial analysis, recommendations, and support for operational decisions.
• Partner with cross-functional teams to understand business performance and identify risks and opportunities.
• Support the development of action plans to improve business and financial results.

Financial Modeling & Strategic Analysis

• Build, enhance, and maintain financial models to support forecasting, budgeting, and strategic initiatives.
• Perform scenario analysis and evaluate the financial impact of business decisions.
• Support business case development, capital investment evaluations, and strategic projects.
• Assist with the assessment of new business opportunities and growth initiatives.

Process Improvement

• Identify opportunities to improve financial planning, forecasting, and reporting processes.
• Support implementation of enhanced tools, reporting solutions, and automation initiatives.
• Contribute to continuous improvement efforts that increase efficiency and accuracy across finance functions.

Special Projects

• Complete ad hoc financial analyses and support special projects as assigned.
• Assist leadership with research, data analysis, and decision-support initiatives.

Qualifications

Education

• Bachelor''s degree in Finance, Accounting, Business Administration, Economics, or a related field required.

Experience

• 3-5 years of experience in Financial Planning & Analysis, Finance, Accounting, or a related analytical role.
• Experience supporting budgeting, forecasting, and financial reporting processes preferred.
• Experience working with ERP systems, financial planning tools, and reporting platforms preferred.

Travel

• Minimal travel required (0-5%).

Required Skills & Competencies

Financial & Analytical Skills

• Strong knowledge of financial planning, budgeting, forecasting, and business performance analysis.
• Advanced financial modeling and forecasting capabilities.
• Ability to analyze large datasets and identify meaningful trends, risks, and opportunities.
• Strong understanding of financial statements and key business performance metrics.

Technical Skills

• Advanced proficiency in Microsoft Excel and Microsoft Office applications.
• Experience with financial planning, reporting, and ERP systems.
• Ability to develop reports, dashboards, and management presentations.

Communication & Collaboration

• Excellent written and verbal communication skills.
• Ability to present financial information clearly to both finance and non-finance stakeholders.
• Strong collaboration and relationship-building skills across functional teams.
• Ability to work independently while managing multiple priorities and deadlines.

Business Acumen

• Understanding of budgeting, forecasting, and financial management principles.
• Ability to apply financial insights to support strategic decision-making and operational improvements.
• Strong problem-solving skills and attention to detail.

Preferred Candidate Profile

A results-driven FP&A professional who thrives in a collaborative environment and enjoys transforming financial data into actionable business insights. The ideal candidate combines strong technical financial skills with a strategic mindset and the ability to partner effectively across the organization to drive informed decision-making and business performance.