Financial Analyst, FP&A

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Job description

The Financial Analyst, FP&A is responsible for providing the Finance team with analyses to understand financial and operating aspects of the business and assess performance. This position reports to the Finance Manager, will have regular interaction with and will provide support to the Department Managers and corporate accounting.

Essential job functions to be performed:

• Financial analysis - prepare and present analyses of actual results, forecasts and trends. Leverage analytical tools to quickly access data and present meaningful, concise information with recommendations for action. Review, research, and recommend changes to accounting transactions, as necessary.
• Ongoing forecasting - compile and analyze forecasts compared to actual results, annual budgets and previous forecasts. Coordinate with team to incorporate into the broader forecasting model.
• Financial modeling - prepare financial models based on company financial statements and metrics, estimating the impact of business opportunities and changes in business operations
• Annual budgeting process - assist in the development of the corporation's annual consolidated budget process. Preparation and presentation of the budgets, coordinating assumptions with management and finance.
• Process Improvement - continuously develop enhancements to FP&A systems and process. Assist with other process development and change projects in Finance and throughout the company.
• Capital Expense - buildout process for tracking, forecasting, and budgeting capital expenses, including use of spend controls such as implementation of a Capital Acquisition Request (CAR) form.
• Project support and ad hoc requests - projects may include ROI analyses for major projects, and responding to information requests from management. Support other functions that may need project or ongoing analyses.

Requirements/Qualifications/Experience

• 5 years or more relevant progressive experience, preferably within FP&A functions and with some accounting experience
• Advanced Excel skills, and proficient in Word and PowerPoint
• Excellent written and verbal communication skills, effective interpersonal skills with all levels of the company
• Proficiency with financial software and systems
• Process minded, focused on continuous improvement
• Budgeting and forecasting experience
• Highly motivated self-starter
• Strong analytical and problem solving skills
• Exhibits resourcefulness and ownership, as well as business acumen

Education:

• BS in Finance or Accounting
• CPA/MBA preferred

Job Type: Full-time

Pay: From $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

Physical Setting:

• Office

Schedule:

• 8 hour shift

Supplemental Pay:

• Commission pay

Ability to commute/relocate:

• Boca Raton, FL 33431: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Bachelor's (Preferred)

Experience:

• Accounting: 1 year (Preferred)
• Microsoft Excel: 1 year (Preferred)
• Financial planning: 1 year (Preferred)

Work Location: One location