Description
Job Summary:
The FP&A Analyst is responsible for supporting financial planning, forecasting, and strategic decision-making across the organization. This role partners with business leaders to provide insights, improve financial performance, and drive data-informed decisions. This role will be located on site at our Plymouth office and will report to the CFO.
Key Responsibilities:
Financial Planning & Forecasting
- Develop and maintain annual budgets, quarterly forecasts, and long-range financial plans
- Partner with department leaders to gather inputs and align financial goals
- Monitor performance against budget and identify risks and opportunities
Reporting & Analysis
- Prepare monthly financial reports, dashboards, and variance analyses
- Analyze financial results and key performance indicators (KPIs)
- Provide actionable insights and recommendations to leadership
Business Partnering
- Collaborate cross-functionally to support strategic initiatives and business decisions
- Translate financial data into clear, meaningful insights for non-financial stakeholders
- Support cost optimization and revenue growth initiatives
Process Improvement & Systems
- Enhance financial models, tools, and reporting processes for efficiency and accuracy
- Support implementation and optimization of financial systems (e.g., ERP, planning tools)
- Ensure data integrity and consistency across reporting platforms
Requirements
Qualifications
- Bachelor’s degree in Finance, Accounting, or related field
- 3+ years of experience in FP&A, finance, or related role
- Strong analytical, modeling, and problem-solving skills
- Advanced Excel skills; experience with financial systems preferred
- Excellent communication and stakeholder management skills
Preferred Qualifications
- Experience with budgeting/forecasting tools (e.g., Adaptive, Anaplan)
- Knowledge of ERP systems (e.g., NetSuite, SAP)
- CPA, CFA, or MBA (a plus)
