Senior FP&A Analyst

The Senior FP&A Analyst at Exegy is responsible for a wide range of financial reporting and analysis tasks. This includes preparing monthly financial reports for private equity stakeholders, analyzing SG&A spend, supporting business partners with ad-hoc financial analyses, and leading efforts to identify cost-saving opportunities. Additionally, the role involves collaborating with various departments such as HR and the CTO on budgeting and resource allocation processes.

To qualify for the Senior FP&A Analyst position at Exegy, candidates should ideally hold a Bachelor’s degree in Accounting or Finance, with an MBA or CPA being a plus. A minimum of three years of relevant experience is required, along with proficiency in financial tools like Excel, NetSuite, and financial consolidation software. Experience in a private equity environment is also beneficial.

The Senior FP&A Analyst at Exegy plays a critical role in the annual budgeting and quarterly forecasting processes. This includes gathering relevant SG&A and headcount inputs, preparing financial models, and collaborating closely with various departments to ensure alignment on financial goals and resource allocations.

Absolutely! At Exegy, the Senior FP&A Analyst is expected to be a team player who contributes positively to the finance department's goals. The role requires collaboration with multiple partners within the organization, ensuring that insights and analysis help drive business decisions and company performance.

The Senior FP&A Analyst at Exegy utilizes various financial tools to optimize reporting and analysis processes. Strong proficiency in Excel, PowerPoint, ERP systems such as NetSuite, and financial consolidation tools is essential for success in this role. Additionally, familiarity with expense reporting software like Concur is beneficial.

When answering this question, highlight your specific achievements and methodologies in financial reporting. Discuss the types of reports you've created, the tools you've used, and how your reports have influenced business decisions. Be sure to mention the importance of accuracy and timeliness in your reporting processes.

To address this question effectively, demonstrate your organizational skills. Share a specific example where you effectively managed multiple priorities, explaining your strategies such as using project management tools or prioritizing tasks based on deadlines and impact on the business.

In your response, define vendor cost optimization and explain its significance in managing company expenses. Provide an example where you've successfully implemented a cost-saving initiative, detailing the analysis you performed and the results achieved.

Discuss your specific experiences with both budget creation and forecasting processes. Highlight the tools and techniques you used for accurate forecasting, and explain how you addressed discrepancies and adjusted forecasts based on changing business conditions.

In answering this question, focus on a project that had a significant impact on your previous employer. Describe the objective, your analytical approach, the challenges faced, and the outcomes. Highlight your problem-solving skills and your ability to adapt strategies as needed.

Address this question by discussing your methods for verifying financial data, such as cross-referencing with other records, using checklists, or employing software tools designed for accuracy. Emphasize the importance of maintaining data integrity in financial reporting and analysis.

Share specific financial models you have built or worked on, discussing their purpose and the outcomes they helped achieve. Emphasize the steps in your modeling process and how you validated your models to ensure their reliability.

When discussing discrepancies, emphasize your analytical skills and attention to detail. Explain how you would investigate the discrepancies, the process you would follow to identify the root cause, and how you would communicate findings to stakeholders.

Your answer should showcase your understanding of Exegy's mission and how your background aligns with its goals. Highlight your enthusiasm for working in the financial technology sector and your eagerness to contribute to Exegy's continued success and growth.

Provide a clear explanation of EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization). Discuss its significance as a measure of a company's operational performance and how it plays a critical role in financial analysis and reporting at Exegy.