Financial Planning Analyst

Job Description Financial Planning & Analysis (FP&A) Analyst

The Manager FP&A will be responsible for financial planning, budgeting, forecasting, and strategic analysis, transforming data into actionable insights to support informed decision-making and enhance financial performance and the ability to partner with business stakeholders to drive financial performance, ensure compliance, and support decision-making.

Key Responsibilities

• Financial Planning & Forecasting
• Assist in the preparation of annual budgets, quarterly forecasts, and long-range financial plans.
• Collect and validate inputs from cross-functional teams to ensure accurate assumptions.
• Reporting & Analysis
• Prepare monthly and quarterly management reporting, including variance analysis and trend identification.
• Support the development of KPIs and dashboards to track financial and operational performance.
• Business Partnering
• Provide analytical support to business leaders, translating financial results into meaningful insights.
• Work with stakeholders across functions to support decision-making and operational efficiency.
• Financial Modeling & Strategic Support
• Build and maintain financial models to support investment decisions, pricing analysis, and scenario planning.
• Conduct sensitivity analyses to evaluate the impact of changes in business drivers.
• Process Improvement

Required Professional & Technical Skills Expertise

• Advanced degree or certification, e.g., MBA, CPA, CA, CMA, CFA, ACCA
• Bachelor’s degree in finance, Accounting, Economics
• 4–6 years of FP&A, corporate finance, or financial analysis experience (internships or early career roles included).
• Strong financial modeling and analytical skills, with proficiency in Microsoft Excel (including advanced formulas, pivot tables, and macros).
• Experience with BI tools (e.g., Power BI, Tableau) and familiarity with ERP/planning systems {SAP (Analytics Cloud, SAP Business One), Oracle (ePBCS), Hyperion, Anaplan, or similar) preferred.
• Excellent communication skills with the ability to present financial insights to both finance and non-finance stakeholders.
• Detail-oriented, highly organized, and able to manage multiple priorities in a fast-paced environment.

Preferred candidate profile