FP&A Analyst

FP&A Analyst

Hybrid | Rocky Hill, CT | Full-Time | Exempt

Are you a numbers-driven problem solver who enjoys turning data into insight-and insight into action? We're looking for an FP&A Analyst to join our growing finance team and play a key role in guiding business decisions through thoughtful analysis, modeling, and reporting.

In this role, you'll partner closely with cross-functional leaders, support budgeting and forecasting efforts, and deliver meaningful financial insights to senior management. You'll gain visibility across the organization, work with large and complex datasets, and have real opportunities for professional growth-all while maintaining a healthy work-life balance.

Why Join Us?

• Hybrid schedule (40 hours/week, Monday-Friday)
• Exposure to senior leadership and meaningful projects
• A culture that values sustainable productivity and work-life balance
• Room to grow, learn, and expand your role over time

Job Description


SUMMARY: The FP&A Analyst will be responsible for analyzing financial data, creating financial models, supporting budgeting processes, and providing insights to support business decisions. The FP&A Analyst will work closely with cross-functional teams to provide financial guidance and support and will be responsible for preparing financial reports and presentations for senior management. This role will have regular contact with senior management executives.


ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: other duties may be assigned.

• Analyze financial data and create financial models to support business decisions
• Monitor and report on financial performance against budget and forecast
• Provide financial guidance and support to cross-functional teams
• Prepare financial reports and presentations for senior management
• Conduct research and analysis projects
• Support budgeting and forecast processes
• Identify trends and opportunities for improvement in financial performance
• Collaborate with other departments to develop and implement financial strategies
• Develop and maintain reporting and budgeting platform and models tracking key performance indicators
• Synthesize large datasets into meaningful insights that support strategic decision making
• Identify opportunities for automation and process improvements to enhance efficiency
• Assist with ad-hoc financial analysis and projects as needed

QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Proficiency in financial planning and analysis
• Ability to create and interpret income statements, balance sheets, cash flow
• Strong proficiency in Excel (pivot tables, lookup formulas, modeling logic, macros, power query)
• Proficiency in Power BI or Tableau modeling and report building (Power BI preferred)
• Strong interpersonal skills including excellent written and verbal communication with the ability to clearly present financial information
• Strong analytical and problem-solving skills
• Ability to conduct variance and trend analysis
• Strong attention to detail with the ability to meet tight deadlines
• Comfortable explaining results to non-finance stakeholders

EDUCATION AND/OR EXPERIENCE:

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• 1-2 years of experience in financial analysis, accounting, or corporate finance internship or role
• Exposure to budgeting, forecasting, or management reporting
• Preferred: Experience using Planful or similar financial planning software (Anaplan, Hyperion, OneStream, Vena, NetSuite, etc.)

EEO Statement

CATIC Financial, Inc. and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants for employment and to maintaining a work environment that is free from discrimination without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.