Financial Planning & Analysis (FP&A) - Associate

Job Title

Develop internal reporting including key performance indicators for monthly and quarterly review that can be used by senior management in analyzing the performance of the business

Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures

Play a key role in all aspects of the firm’s mergers and acquisitions and strategic investments process

Assist in driving transaction process by managing due diligence requests, maintaining data rooms, and coordinating with external advisors

Build budgets and forecasts for the firm’s business

Construct and maintain P&Ls by business unit, analyze performance and make recommendations

Analyze complex analysis projects; evaluate findings, prepare reports and make recommendations to senior leadership about financial implications of proposed transactions

Perform business decision analytics and produce ad-hoc reporting and analysis

Assist in elements of the company’s financial accounting transformation, ensuring that financial data systems are designed to provide comprehensive reporting capabilities

Oversee and manage the continued development of budgeting, financial forecasting, operating plan, and modeling tools

Implement and work with a business intelligence tool and dashboard reports that can be utilized by senior management

Prepare presentations to Board of Directors and Senior Management

Qualifications

Must be advanced or an expert in SQL, Excel, VBA, Python, Alteryx or/and Power Query

Strong understanding of basic level accounting and financial statements

Deep understanding and demonstration of financial modeling capabilities

Power user of Microsoft Excel, PowerPoint, and Word with knowledge in, or ability to quickly learn, additional systems and applications such as QuickBooks, and other ledger platforms

Ability to effectively communicate complex issues efficiently and accurately to senior executives both verbally and in writing

Proficient in putting together management presentations, information memorandums and board materials

Willingness to work with a high-energy, hard-working, and high-performing team

CPA, MBA in finance/accounting or CFA will be valued in a candidate but is not a requirement