Job Title: Financial Analyst (FP&A)
Reports to: FP&A Director
Schedule: Core Business Hours
Description:
The Financial Analyst (FP&A) drives the financial planning process, produces operational and financial reporting, and performs in‑depth analysis that translates data into actionable insights.
Essential Job Functions:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skills, and abilities required.
Duties and Responsibilities:
- Develop and maintain operational budgets, forecasts, and performance driver models (revenue, margin, OPEX, headcount).
- Prepare, analyze, and deliver monthly financial statements and performance reports, ensuring accuracy and clarity.
- Conduct proactive financial analysis to identify trends, risks, opportunities, and cost optimization levers.
- Review income statements and accounting data to ensure alignment with accounting standards and internal policies.
- Gather, validate, and compile financial and operational data from multiple sources to create high-quality reports.
- Assess and improve complex financial and accounting processes, enhancing accuracy, efficiency, and data integrity.
- Collaborate with Managing Partners and cross-functional teams to support planning cycles, performance discussions, and action plans.
- Deliver ad-hoc financial reports and analysis, translating findings into actionable recommendations.
- Support continuous improvement and automation of reporting processes using advanced Excel and basic-to-intermediate AI and BI skills to improve timeliness and visibility.
- Supports enterprise-wide initiatives through cross-functional collaboration.
- May support additional tasks as required by the immediate supervisor.
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions.
Desired Competencies:
- Ensures accountability * Holding self and others accountable to meet commitments.
- Decision quality * Making good and timely decisions that keep the organization moving forward.
- Plans and aligns * Planning and prioritizing work to meet commitments aligned with organizational goals.
- Collaborates * Building partnerships and working collaboratively with others to meet shared objectives.
- Drives engagement * Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
- Balances stakeholders * Anticipating and balancing the needs of multiples stakeholders.
- Communicates effectively * Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences.
- Organizational savvy * Maneuvering comfortably through complex policy, process, and people-related organizational dynamics.
- Optimizes work processes * Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
- Digital agility * Adopting and applying technology-including advanced Excel and basic AI/BI tools-to enhance analysis, reporting, and process efficiency.
Education and Experience:
- Bachelor's degree in Business Administration, Finance, Accounting, or a related field required.
- Certifications in Finance and Microsoft tools are a plus.
- 3 - 5 years experience in a similar role.
Multiple locations | Remote eligible with management approval
Travel Requirements:
Less than 10%
Physical Demands: The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this position:
Frequent: Sitting, walking, eye/hand/foot coordination and repetitive motion
Occasional: Standing and bending
Infrequent: Lifting up to 10 pounds
