FP&A Analyst

FP&A Analyst Job Description Template

Our company is looking for a FP&A Analyst to join our team.


  • Collaborate cross functionally and build the strategic long-range plans and outlook for the business;
  • Manipulating, extracting, cleansing, validating, testing and interpreting substantial amounts of data by applying database and other applications;
  • Develop ad-hoc analytical models to support forecasting, budgeting, and other financial and non-financial data when necessary;
  • Organize plans, develop detail tasks and timelines and manages delivery against schedules for assigned projects;
  • Evaluate analysis of new project proposals, including financial modeling of resources, costs, revenue, and ROI;
  • Participate in the annual planning process and monthly close process;
  • Assist in preparing materials for board meetings, investor updates, all-hands presentations, and other ad hoc reporting;
  • Develop financial models and analyze them to support strategic initiatives;
  • Dedicated support to the fulfillment team – Technical Support, Professional Services, and Customer Success group;
  • Analyze the trends of Key Performance Indicators (KPI), especially relating to financial metrics such as sales, expenditures, and profit margin;
  • Present the monthly and quarterly financial reports of various units and departments;
  • Conduct comparable analysis as necessary in support of key business metrics and objectives;
  • Develop, track & report meaningful financial metrics to support data driven business decisions;
  • Maintain financial models and reports relating to sales productivity, revenue, and operational activities;
  • Monitor KPI, and identify the cause of any unexpected variances.


  • Ability to build strong partnerships with key business stakeholders across the organization;
  • Impeccable business judgement with the ability to effectively collaborate cross functionally to influence senior leadership teams;
  • Bachelor’s degree in business / finance;
  • Strong understanding of financial and accounting concepts;
  • 5+ years of relevant experience in FP&A, Investment Banking or Management Consulting;
  • Professional demeanor and ability to manage confidential information;
  • Strong interpersonal and communication skills;
  • Work well with multifunctional groups/people and coordinate the completion of tasks;
  • Personal integrity and commitment to high moral standards and business ethics;
  • Must demonstrate a superior knowledge of PC’s to include Microsoft Excel, Word, Access and PowerPoint;
  • Excellent analytic and modeling skills;
  • Effectively manage and prioritize multiple tasks in a fast-paced environment;
  • Bachelor’s degree in Finance or Accounting required, CPA or MBA preferred;
  • 1-3 years of experience in finance preferred;
  • Excited to work independently and chart your own course, while knowing when to seek guidance.