JOB SUMMARY

The FP&A Analyst is responsible for analyzing financial statements and inspecting and predicting future performance of the company. This may include forecasting future revenues and expenditures, as well as modeling capital structure and budgeting.

JOB RESPONSIBILITIES

• Works within NetSuite and other company operating systems (MR8, Sirus, etc.) to identify financial and operational trends. Creates advanced reporting for management
• Analyzes current and past trends in key performance indicators including all areas of Finance, Operations and Sales
• Ad-hoc reporting with analysis and makes recommendations for improvement
• Performs budgeting and financial forecasting , reporting, and operational metrics tracking
• Analyze financial data – and create financial models for decision support
• Reporting on financial performance and preparation for regular leadership reviews
• Analyze past results, perform variance analysis; identify trends, and make recommendations for improvements
• Work closely with the accounting team to ensure accurate financial reporting and decision support
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts
• Guide cost analysis process by establishing and enforcing policies and procedures
• Provide analysis of trends and forecasts and recommending actions for optimization
• Recommend actions by analyzing and interpreting data and making comparative analyses; study proposed changes in methods and materials
• Identifying and driving process improvements, including the creation of standard and ad-hoc reports, tools and Excel dashboards
• Increases productivity by developing automated reporting/forecasting tools
• Market research, data mining, business intelligence, and valuation comps
• Handles special projects as requested by management with supervisor approval
• Excellent time and attendance
• Other duties as assigned

Job Requirements

• Bachelor’s degree in Accounting, Finance or related field is required.
• 3 + years of previous experience in financial analysis/modeling.
• Knowledge of Root Cause Analysis.
• Ability to analyze, develop, initiate, and implement plans and strategies to achieve goals.
• Ability to self-manage progress and deliverables with a high degree of urgency and accountability.
• Must have advanced MS Excel modeling skills (data models, queries, ODBC, etc).
• Working knowledge of Business Intelligence platforms (such as Tableau, Power BI).
• Proficient in using PowerPoint.