FP&A Specialist

Job Full Description

We are hiring for a Financial Planning & Analysis (FP&A) Specialist. This position reports to the CFO, the FP&A Specialist will play a pivotal role in providing financial insights and projections to the organization. This individual will be responsible for analyzing financial data, creating financial models, and generating reports to help guide strategic decision-making.


The FP&A Specialist will collaborate with various departments to develop budgets, forecasts, and performance metrics, ensuring that the company's financial goals are achieved. The role is hybrid so will require onsite presence. As a result, the candidate should be currently within commuting distance to Kearny, NJ. This is a direct hire position with full benefits. Salary $145K to $160K depending on experience.


Financial Analysis and Reporting:
• Analyze financial data and performance metrics to identify trends, variances, and areas for improvement
• Prepare and distribute monthly, quarterly, and annual financial reports
• Perform monthly borrowing base reporting / covenant compliance calculations
• Develop and maintain complex financial models to support business planning and decision-making including 13-week Cash Flow models


Budgeting and Forecasting:
• Ability to build a three-statement financial model from scratch
• Assist in the preparation of the Annual Operating Plan including the yearly budget
• Collaborate with department heads to gather necessary information for budget development
• Monitor actual performance against budget and forecast, providing variance analysis and insights


Ad-Hoc Analysis :
• Perform ad-hoc financial analysis as required by management-e.g., price / volume analysis by product, by customer, sensitivity analysis, etc.
• Support special projects and initiatives with financial data and insights


Requirements:
Minimum 6+ years of relevant professional experience working in a FP&A capacity. Strong preference for candidates with experience in a client serving role at a top-tier financial advisory firm, and/or similar experience in a PE-owned portfolio company


Solid understanding of finance function processes and best-in-class practices
• Financial Planning: Managing budgeting process and policies, provide rolling 12-month financial forecasting, S&OP, and working capital forecasting
• Experience developing complex financial models including 13-week cash flow forecasts
• Data Analysis: Advanced understanding of metrics, ability to identify trends and predict data outcomes that shape programs and affect business decisions
• Management Accounting: Evaluate the cost/volume/profitability of the organization's products or services; perform analyses on internal KPIs as well as KPIs for target customers, etc.


Significant expertise in identifying gaps to target, and in the development & execution of plans to improve performance


Experience working with Private Equity sponsors and/or their portfolio companies


Advanced Excel and PowerPoint skills. Additional expertise in other finance, analytics & visualization tools is strongly preferred (e.g., Alteryx, Power BI, Tableau)


Currently residing within commuting distance to the Kearny, New Jersey area or willing to relocate within the next ~3 months.


Permanent US Work Authorization (US Citizenship or Green Card)


Apply online at

Union City, NJ
3187
4808 Bergenline Avenue
Suite 502
Union City, NJ 07087