Quick overview
Job description
Senior FP&A Analyst Job Qualifications:
- 1-3 years of experience in Financial Planning & Analysis (FP&A), Strategic Finance, Investment Banking, Transaction Advisory, or a related analytical finance function.
- Advanced financial modeling skills with the ability to build and maintain complex forecasting, budgeting, and scenario analysis models.
- Experience supporting forecasting, annual planning, budgeting, and management reporting processes.
- Strong analytical and quantitative capabilities with the ability to translate financial data into actionable business recommendations.
- Prior experience working within a private equity-backed, high-growth, or entrepreneurial environment preferred.
- Experience partnering with cross-functional stakeholders across finance, operations, and business leadership teams.
- Proficiency in Excel and financial planning tools with a strong attention to detail and accuracy.
- Ability to work independently in a fast-paced, lean-team environment with significant visibility to senior leadership.
- Strong communication and presentation skills, including the ability to convey complex financial concepts to non-financial stakeholders.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
Senior FP&A Analyst Job Responsibilities
- Support annual budgeting, monthly forecasting, long-range planning, and strategic finance initiatives.
- Develop and maintain detailed financial models used to evaluate business performance, growth opportunities, and strategic decisions.
- Analyze operating results, key performance indicators (KPIs), and business trends to provide insights to executive leadership.
- Prepare financial reporting packages, management presentations, and board-level materials.
- Partner closely with business leaders to identify risks, opportunities, and operational improvements.
- Assist with cash flow forecasting, scenario planning, and sensitivity analyses to support decision-making.
- Drive financial analysis around new initiatives, investments, pricing strategies, and operational efficiencies.
- Collaborate with accounting and operational teams to improve reporting processes, forecasting accuracy, and financial visibility.
- Support ad hoc strategic projects for senior leadership and the CFO.
- Contribute to the continued development and scaling of FP&A processes, tools, and reporting capabilities within a growing organization.
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