Analyst

Job Description

About The Role : WHAT ARE WE LOOKING FOR We are seeking a detail-oriented Analyst for our Financial Planning and Analysis (FP&A) team. This role will support the annual budget and forecast process, working closely with department leaders and other teams to collect, analyze, and present financial information. The ideal candidate should have a solid understanding of financial modeling and budgeting, along with proficiency in Microsoft Excel. Familiarity with Anaplan is a strong plus, but not required. WHY THIS ROLE IS VALUABLE This analyst role supports the budget and forecast process for Customer and its Portfolio Company (PC) partners. The position will also support the team by preparing cost allocations, performing ad-hoc analysis for Client, and assisting in preparing Board presentations. HOW YOU ADD VALUE Support the annual budget and forecast process for Customer and PCs. Collaborate on utilizing existing templates and designing new ones to improve the budgeting and forecast process. Assist in the preparation of Board presentations for Customer and PC Executive Leadership. Prepare and analyze monthly, quarterly, and annual financial reports, highlighting key variances and trends. Perform detailed variance analysis to identify discrepancies between actual and budgeted financial performance. Collaborate with department heads to understand the drivers of variances and recommend corrective actions. Develop and maintain complex financial models to forecast expenses. Support scenario analysis and sensitivity testing to assess potential financial outcomes. Coordinate with team and 3rd party consultants to implement improvements to the Anaplan system. Manage and calculate various cost allocations. Track and provide regular financial updates on ongoing projects. Assist with TEV reporting, peer benchmarking and other ad hoc analyses for Client and Customer department leaders.