Financial Planning And Analysis Analyst

Summary

The FP&A Analyst is responsible for providing senior management with the information, analysis and forecasts required to make business decisions. The FP&A Analyst supports operational, strategic and financial decision-making at the senior level. Broadly speaking, FP&A consists of four activities: financial planning, budgeting, management and performance reporting, and forecasting/modeling. The FP&A Analyst is expected to possess both an understanding of the company’s historical performance, as well as an understanding of the key trends and assumptions that may impact future business performance. This requires a broad understanding of both accounting and business operations. This position is a member of the Accounting Department and reports to the Controller.

Essential Duties & Responsibilities

· Prepare/support with financial and strategic plans for individual departments and the wider organization

· Build annual budgets and forecasts for different or a specific business unit(s) and consolidate into one master budget

· Analyze past financial performance

· Prepare competitor analyses

· Examine market trends along with commentary for management

· Analyze previous budgets and forecasts and perform variance analysis to explain discrepancies

· Evaluate new and existing projects, investments and assets to determine their validity and appraise their value

· Recommend improvements and use of financing structures such as debt and equity when appropriate

· Provide senior management with a forecast of the company’s profit and loss (income statement) and operating performance for the upcoming quarter and year

Minimum Qualifications & Skills

· Bachelor’s degree in Accounting, Finance, Economics, Business Administration, or related field of study

· At least 2 years of FP&A or related experience (such as Financial Analyst)

· Thorough understanding of accounting and tax preparation software and databases

· Proficient with Microsoft Office Suite with strong Excel skills

· Proficient with NetSuite (Preferred)

· Excellent verbal and written communication skills

· Excellent organizational skills and attention to detail

· Excellent time management skills with a proven ability to meet deadlines

· Project management skills

· Ability to prioritize tasks and to delegate them when appropriate

· Ability to work independently and in a fast-paced environment

Physical Demands & Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit, use hands to type on a keyboard, talk to fellow employees and communicate clearly on the telephone. The employee is occasionally required to stand; walk; reach with hands and arms to stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, and ability to adjust focus.

Persons with mental or physical disabilities as defined by the Americans with Disabilities Act are eligible for this position as long as they can perform the essential functions of the job after reasonable accommodations are made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible for this position.

Travel Required

As needed. Up to 25%.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.