Financial Planning and Analysis (FP&A) Analyst

Financial Planning And Analysis (Fpa) Analyst

A Financial Planning and Analysis (FP&A) Analyst is responsible for producing the monthly financial reporting package, analyzing financial data and trends, preparing the annual budget, providing insights to guide strategic business decisions for the C Suite as well as assisting the accounting teams to close the monthly financial system in a timely fashion. This position will also be assisted by a part-time FP&A Manager.

Primary Objectives

• Budget and Planning: Develop and consolidate budgets for QuickBooks department/classes and monitor actual performance against plans and recommend adjustments.
• Management Reporting: Prepare monthly reporting package using Centage Planning Maestro software. Summarize key budget to actual trends and actionable insights for executives. Identify key revenue and expense variances and opportunities for process improvement.
• Monthly Financial Consolidation: Prepare monthly financial consolidations for the parent LLC using trial balances provided by the five international subsidiaries.
• Variance Analysis: Examine differences between actual and projected financial results, identify causes, and provide recommendations.
• Financial Modeling: Build and/or update models to simulate business scenarios, assess risks, and support decision-making. Maintain and update the PDQM semiannually (MSR Quote Model in excel) using updated actual and projected labor and overhead expenses.
• Fixed Asset Tracking and Roll Forward: Meet with operational team quarterly to maintain the construction in progress account, place fixed assets in service, and update the US depreciation schedule and consolidating fixed asset roll forward.
• Assist with Monthly Financial Close: Assist Controller with various areas of the monthly financial close.
• Reconciliation: Performing monthly reconciliations of US employee benefit and perform self-billing functions. Other reconciliations as requested.
• Compliance & Audits: Assist with annual financial statement audit fulfilling auditor requests and helping coordinate teams in providing Prepared by Client (PBC) requests.
• Process Improvement: Identify opportunities to streamline financial processes, enhance reporting accuracy and improve efficiency. Use behind firewall AI tools to work smarter and not harder.
• Risk Assessment: Evaluate financial risks and opportunities, suggesting mitigation strategies to management.

Requirements

Job Requirements

• Ability to interpret complex financial data, identify trends, and provide actionable recommendations
• Strong financial reporting skills.
• Strong ability to explain financial concepts to non-financial stakeholders clearly and concisely
• Accuracy in financial reporting and modeling is essential - attention to detail.
• Advanced Excel Skills required and must be proficient in Microsoft Office Suite.
• Proficient with QuickBooks. Previous use of Centage or other budget and planning software a plus.
• Thoroughness, accuracy, and attention to detail in all aspects of work.
• Organized, dependable, reliable, able to work well independently and in a cross functional team.
• Excellent communication skills. Must be able to articulate clearly both with the written and spoken word.
• Strong organizational skills and an ability to manage projects and activities in a structured way and evaluate the results. Must be able to overcome obstacles to achieve the right end result.
• Sensitivity to cultural and regional differences in communications, including style and spelling.
• The ability to prioritize and handle a variety of detailed tasks simultaneously and to work effectively and efficiently under tight deadlines.
• Outstanding interpersonal skills and ability to build teamwork and trust.
• Ability to anticipate and initiate projects and coordinate others' involvement.
• Ability to contribute to the development of systems and processes.
• Able to keep confidentiality and maintain professional demeanor.
• Education and Experience
• BS Accounting or Associates and work experience equivalent.
• 2+ years of accounting or accounting related experience.

MSR-FSR is an EEO/Affirmative Action Employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability or any other legally protected status.

Competencies:

• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

Occasionally (less than 1/3 of the job)

Frequently (1/3 to 2/3 of the job)

Continually (more than 2/3 of the job)

• Frequently required to stand.
• Frequently required to sit.
• Frequently required to utilize hand and finger dexterity.
• Continually required to talk or hear.

• While performing the duties of this job, the noise level in the work environment is usually moderate.
• Specific vision abilities required by this job include Close vision; Distance vision; Peripheral vision; Depth perception and ability to adjust focus.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• 401K
• Life Insurance
• Flexible Spending Accounts (FSA)
• Disability Insurance
• Paid Time Off
• Training & Development