FP&A Analyst Job Description Template
Our company is looking for a FP&A Analyst to join our team.
Responsibilities:
- 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.
Requirements:
- 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.