What are the responsibilities and job description for the FP&A Analyst position at The Quest Organization?
A fast-growing, multi-site operating platform that supports high-performing businesses through centralized operations, technology, and strategic leadership. The organization is focused on scalable growth, operational excellence, and data-driven decision-making. The FP&A Analyst will play a key role in budgeting, forecasting, financial modeling, and performance analysis. This position partners closely with cross-functional leaders to deliver insights that support informed decision-making and long-term growth.
Responsibilities:
- Build and maintain financial models for budgeting, forecasting, and long-range planning
- Prepare and analyze monthly financial results, variance analyses, KPIs, and trends
- Partner with department leaders to align budgets and forecasts with business objectives
- Coordinate the annual budget and rolling forecast process
- Develop dashboards and reporting for senior leadership
- Provide ad-hoc analysis, scenario modeling, and strategic insights
- Identify financial risks and opportunities and recommend performance improvements
- Support process improvements and optimization of FP&A tools and systems
Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or related field (CPA, CFA, or Master’s preferred)
- 3 years of experience in FP&A, financial analysis, budgeting, or forecasting
- Experience in multi-location, services, or PE-backed environments preferred
- Advanced Excel skills (financial modeling, pivot tables; macros a plus)
- Experience with FP&A software (Adaptive, Anaplan, Hyperion, etc.)
- Familiarity with ERP systems and BI tools (Power BI, Tableau)
- Strong analytical, communication, and presentation skills
- Detail-oriented, self-directed, and collaborative
Salary : $100,000 - $125,000