Job Description

We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our client's growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives.

• Assist in financial analysis, strategic planning and financial reporting, which may include acquisitions and geographic expansion.
• Reports to the Manager, Financial Planning and Analysis (FP&A).
• Works closely with Chief Financial Officer (CFO) and private equity (PE) investors for all financial reporting needs.

Duties And Responsibilities

Financial Analysis:

• Conduct thorough financial analysis, including reviewing financial statements, performing scenario analysis, and evaluating trends.
• Prepare monthly management discussion and analysis (MD&A) reports for distribution to senior management and stakeholders.
• Develop and maintain comprehensive financial models to support strategic decision-making and resource allocation.
• Monitor key performance indicators (KPIs) and business drivers to identify optimization opportunities.
• Create and maintain standardized reporting templates and dashboards using Excel and Power BI to facilitate data-driven decision-making.

Strategic Planning and Budgeting

• Assist in leading the budgeting process by collaborating with department heads and senior management to align financial goals with strategic objectives.
• Develop integrated budgeting models incorporating detailed assumptions and strategic scenarios.
• Conduct regular budget reviews, identifying areas of concern and recommending actions for goal attainment.
• Assist in developing long-term strategic plans, including dynamic financial modeling and growth assumptions.

Financial Reporting and Presentations

• Support the development and oversight of board meeting presentations.
• Prepare financial reports, including monthly, quarterly, and annual financial statements with commentary.
• Collaborate with cross-functional teams to ensure consistency in financial reporting and alignment of financial information

Education And Experience

Bachelor’s Degree in accounting, Finance, Business Management, Economics, or related field preferred

• 2+ years’ experience in financial analysis, planning, and budgeting.
• ~4 years of professional work experience.
• Proficiency in financial modeling, data analysis, and advanced Excel and PowerPoint skills.
• Experience with Power BI tools to create dashboards and KPIs is preferred.
• Strong analytical and problem-solving abilities with attention to detail.
• Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.
• Ability to work effectively in a team environment and across multiple business units.

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