Fp&A Associate

Job DetailExperience Level ExecutiveDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference 0000020183Salary Type AnnuallyIndustry Financial ServicesSelling Points Drive impactful financial strategies and enhance decision-making processes. Collaborate with dynamic teams to develop innovative performance metrics. Contribute to strategic initiatives and operational efficiency improvements.Job DescriptionFP&A Associate OverviewThe FP&A Associate will play a pivotal role in strategic financial planning and analysis, supporting managerial reporting, budgeting, forecasting, and performance metrics development.Collaborate with business leads to enhance decision-making through financial modeling and analysis of key performance indicators.Assist in preparing annual budgets, focusing on revenue, expenses, sales inputs, and client-level details.Develop and refine financial and performance metrics for management committees and business leads.Contribute to monthly and quarterly management reporting, including financial statements consolidation and KPI analysis.Identify opportunities to improve reporting structures and implement new approaches to evaluate business performance.Support the implementation of software tools and reporting automation processes to enhance operational efficiency.Collaborate with FP&A team members to develop client analytics, budgets, and forecasts tailored to business needs.Ensure compliance with internal controls and improve documentation processes for financial planning activities.FP&A Associate Key Responsibilities & DutiesSupport budgeting and forecasting processes, focusing on revenue, expenses, and sales activity metrics.Prepare detailed analytics and performance metrics for management and business leads.Assist in the consolidation of financial statements and preparation of management reporting packages.Perform variance analysis between budget and actual results, providing actionable insights.Collaborate with sales teams to develop monthly analyses and insights into financial performance.Identify and remediate process gaps, implementing effective internal controls.Support ad hoc projects such as software implementation and automation of reporting tools.Develop and maintain documentation of internal control processes for financial planning activities.Liaise with FP&A team members to enhance reporting structures and evaluate business performance.FP&A Associate Job RequirementsBachelor of Arts (BA) degree in Finance, Accounting, or related field required.Minimum of 3 years of experience in financial planning and analysis; 5 years preferred.Proficiency in financial modeling, budgeting, and forecasting techniques.Strong analytical skills with the ability to interpret complex financial data.Experience with financial reporting tools and software implementation projects.Knowledge of GAAP and Non-GAAP metrics and their application in reporting.Excellent communication skills to collaborate with cross-functional teams and business leads.Ability to identify and implement process improvements and internal controls.Familiarity with hybrid work environments and adaptability to dynamic business needs.