Financial Planning Analyst

KPI experience is Mandatory

The Role

As an FP&A Analyst, you will collaborate with internal teams to enhance financial processes, drive cost optimization, and support strategic initiatives. Your role will involve financial modeling, forecasting, budgeting, and providing key insights that shape business decisions. You will engage with stakeholders across various levels, from department managers to senior executives, to help drive financial clarity and operational efficiency.

Key Skills

• Financial Forecasting & Budgeting
• Variance Analysis & Cost Optimization
• Profitability & Margin Analysis
• Cash Flow Modeling & Scenario Planning

• KPI Development & Performance Monitoring

• Data Visualization & Reporting

Duties / Responsibilities:

• Support FP&A leadership in financial planning, forecasting, and analysis to drive strategic decision-making
• Develop financial models to assess business performance and identify key drivers of profitability
• Conduct variance analysis, providing insights on revenue, expenses, and operational efficiencies
• Work cross-functionally to provide financial insights that support business transformations and growth initiatives
• Improve reporting processes by leveraging automation and data visualization tools
• Assist in ad hoc financial projects, including expansion analysis, cost-saving initiatives, and investment analysis

Required Qualifications:

• 3+ years of experience in financial planning & analysis, corporate finance, or a related field

• Bachelor's degree (Master’s preferred) in Finance, Accounting, Economics, or a related discipline

• Strong proficiency in financial modeling, Excel, and data visualization tools (e.g., Power BI, Tableau)

• Ability to synthesize complex data and communicate insights effectively
• Strong analytical and problem-solving skills with a detail-oriented mindset
• Experience working with ERP and financial reporting systems
• Ability to work in a fast-paced, collaborative environment

Preferred:

• Experience in consulting or private equity-backed businesses
• Knowledge of cost accounting, pricing strategies, and margin optimization
• Familiarity with SQL, Python, or other data analytics tools is a plus
• Exposure to Lean Six Sigma or process improvement methodologies