Financial Planning and Analysis Analyst (FP&A)

Job Description

Time Type:

Role Details:

Time Type: Full Time

Job Summary:

The Financial Planning and Analysis (FP&A) Analyst will be responsible for providing budgeting, financial insights, and projections to the finance team and senior management. This role involves working closely with various departments to ensure accurate financial reporting, conduct analysis, and develop financial models to support budgeting, planning, and strategic decision-making.

Supervisory Responsibilities:

• None.

Duties/Responsibilities:

• Develops and maintains financial models and reporting to support budgeting, forecasting, and long-term planning.
• Analyzes financial data and provides insights to senior management.
• Prepares monthly, quarterly, and annual budget-to-actual financial reports.
• Monitors key performance indicators (KPIs) and identifies trends.
• Collaborates with department heads to gather financial information and ensures alignment with company goals.
• Provides financial projections to senior management to support strategic decision-making.
• Prepares and presents to executive leadership and board members.
• Conducts variance analysis to explain differences between actual results and budget/forecast.
• Supports ad-hoc financial analysis and special projects as needed.
• Develops and maintains business processes to ensure internal controls.
• Facilitates ERP updates and testing as well as implementation of new functionality.
• Other assignments and duties as assigned by management.
• Attends and participates in team meetings and training sessions.

Required Skills/Abilities:

• Strong analytical and problem-solving skills.

• Proficiency in financial modeling and forecasting techniques.
• Advanced knowledge of Microsoft Excel and financial software.
• Excellent communication and presentation skills.
• Ability to work independently and as part of a team.
• Excellent organizational skills and attention to detail.
• Proficient with Microsoft Office Suite or related software
• Must have a current driver’s license and auto liability insurance.
• Occasional travel to store locations.

Education/Experience

• Bachelor's degree (B. A.) from four-year college or university; or one to three years related financial planning and analysis experience and/or training; or equivalent combination of education and experience.

• MBA or CPA certification.
• Workday and Adaptive Planning experience, preferred.
• Experience in the retail or construction industry.
• Working knowledge of GAAP.
• Knowledge of ERP systems and financial reporting tools.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to occasionally lift up to 10 pounds at times.
• Standard office hours apply with occasional weekends and holidays.
• The noise level in the work environment is usually moderate.