Frederick Fox

Financial Planning &amp; Analysis (FP&amp;A) AnalystPosition OverviewWe are seeking a detail-oriented and analytical Financial Planning &amp; Analysis (FP&amp;A) Analyst to support financial planning, budgeting, forecasting, and business performance analysis. This individual will play an important role in transforming complex financial data into actionable insights that support strategic decision-making across the organization.The FP&amp;A Analyst will develop and maintain financial models, analyze financial performance, create reporting dashboards, and collaborate with cross-functional teams to improve financial visibility and planning processes. The ideal candidate combines strong financial knowledge with advanced technical skills, particularly in Excel and Power BI, and can communicate financial insights effectively to both finance and non-finance stakeholders.Key Responsibilities<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Financial Planning and Forecasting: Develop, maintain, and update financial models, budgets, and forecasts covering headcount, income statements, balance sheets, cash flow, and capital planning.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Financial Performance Analysis: Analyze actual financial results against budgets, forecasts, and historical performance to identify trends, variances, key business drivers, risks, and opportunities.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Reporting and Dashboards: Build, maintain, and enhance financial dashboards and reports using Microsoft Power BI to improve visibility into organizational performance and key financial metrics.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Financial Modeling and Data Analysis: Use advanced Microsoft Excel capabilities to analyze large and complex datasets, develop financial models, and support business planning initiatives.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Management Reporting: Prepare clear, accurate, and data-driven financial analyses, presentations, and reports for department leaders, executives, committees, and board-level stakeholders.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Cross-Functional Collaboration: Partner with FP&amp;A, Accounting, Data, Technology, and other business functions to support financial planning, reporting, and operational decision-making.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Process Improvement and Automation: Identify opportunities to streamline and automate budgeting, forecasting, financial reporting, and analytical processes to improve efficiency and accuracy.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Data Integrity and Documentation: Maintain accurate, consistent, and well-documented financial reports, models, data sources, and reporting methodologies.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Technology and Innovation: Explore and evaluate emerging technologies, including artificial intelligence (AI), to improve financial processes, reporting capabilities, and analytical efficiency.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">
Ad Hoc Analysis: Perform special financial analyses and support business initiatives as needed to provide insights into financial performance and organizational objectives.</li>
</ul>Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field, or an equivalent combination of education and relevant professional experience.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Professional experience in Financial Planning &amp; Analysis (FP&amp;A), including budgeting, forecasting, financial modeling, and financial reporting.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong financial and analytical skills, with the ability to interpret complex financial information, identify trends, and communicate meaningful insights.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, data analysis, and financial modeling.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Hands-on experience developing financial reports and dashboards using Microsoft Power BI.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong analytical, problem-solving, and critical-thinking skills with excellent attention to detail.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Effective written and verbal communication skills, including the ability to present financial findings to non-finance audiences.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Strong interpersonal and collaboration skills with the ability to work across different departments and organizational levels.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.</li>
</ul>Preferred Qualifications<ul style="margin:0px;padding-left:40px;">
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience in wealth management, asset management, banking, investments, or the broader financial services industry.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Familiarity with FP&amp;A and financial planning platforms such as Workday Adaptive Planning.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience working with ERP, accounting, or financial management systems.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Exposure to SQL, Python, or other data analysis and programming tools.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Experience improving or automating financial reporting, budgeting, forecasting, or analytical processes.</li>
<li style="line-height:1.2;font-family:Arial;font-size:14px;color:rgb(0, 0, 0);margin:0px;">Interest in leveraging emerging technologies and AI tools to enhance financial analysis and business operations.</li>
</ul>

Financial Planning & Analysis (FP&A) Analyst

Position Overview

We are seeking a detail-oriented and analytical Financial
Planning & Analysis (FP&A) Analyst to support financial planning,
budgeting, forecasting, and business performance analysis. This
individual will play an important role in transforming complex
financial data into actionable insights that support strategic
decision-making across the organization.

The FP&A Analyst will develop and maintain financial models,
analyze financial performance, create reporting dashboards, and
collaborate with cross-functional teams to improve financial
visibility and planning processes. The ideal candidate combines
strong financial knowledge with advanced technical skills,
particularly in Excel and Power BI, and can communicate financial
insights effectively to both finance and non-finance
stakeholders.

Key Responsibilities

* Financial Planning and Forecasting: Develop, maintain, and
update financial models, budgets, and forecasts covering
headcount, income statements, balance sheets, cash flow, and
capital planning.
* Financial Performance Analysis: Analyze actual financial
results against budgets, forecasts, and historical performance to
identify trends, variances, key business drivers, risks, and
opportunities.
* Reporting and Dashboards: Build, maintain, and enhance
financial dashboards and reports using Microsoft Power BI to
improve visibility into organizational performance and key
financial metrics.
* Financial Modeling and Data Analysis: Use advanced Microsoft
Excel capabilities to analyze large and complex datasets, develop
financial models, and support business planning initiatives.
* Management Reporting: Prepare clear, accurate, and data-driven
financial analyses, presentations, and reports for department
leaders, executives, committees, and board-level stakeholders.
* Cross-Functional Collaboration: Partner with FP&A, Accounting,
Data, Technology, and other business functions to support
financial planning, reporting, and operational decision-making.
* Process Improvement and Automation: Identify opportunities to
streamline and automate budgeting, forecasting, financial
reporting, and analytical processes to improve efficiency and
accuracy.
* Data Integrity and Documentation: Maintain accurate,
consistent, and well-documented financial reports, models, data
sources, and reporting methodologies.
* Technology and Innovation: Explore and evaluate emerging
technologies, including artificial intelligence (AI), to improve
financial processes, reporting capabilities, and analytical
efficiency.
* Ad Hoc Analysis: Perform special financial analyses and support
business initiatives as needed to provide insights into financial
performance and organizational objectives.
Qualifications

* Bachelor's degree in Finance, Accounting, Business
Administration, Economics, or a related field, or an equivalent
combination of education and relevant professional experience.
* Professional experience in Financial Planning & Analysis
(FP&A), including budgeting, forecasting, financial modeling, and
financial reporting.
* Strong financial and analytical skills, with the ability to
interpret complex financial information, identify trends, and
communicate meaningful insights.
* Advanced proficiency in Microsoft Excel, including complex
formulas, pivot tables, data analysis, and financial modeling.
* Hands-on experience developing financial reports and dashboards
using Microsoft Power BI.
* Strong analytical, problem-solving, and critical-thinking
skills with excellent attention to detail.
* Effective written and verbal communication skills, including
the ability to present financial findings to non-finance
audiences.
* Strong interpersonal and collaboration skills with the ability
to work across different departments and organizational levels.
* Ability to work independently, manage multiple priorities, and
meet deadlines in a fast-paced environment.
Preferred Qualifications

* Experience in wealth management, asset management, banking,
investments, or the broader financial services industry.
* Familiarity with FP&A and financial planning platforms such as
Workday Adaptive Planning.
* Experience working with ERP, accounting, or financial
management systems.
* Exposure to SQL, Python, or other data analysis and programming
tools.
* Experience improving or automating financial reporting,
budgeting, forecasting, or analytical processes.
* Interest in leveraging emerging technologies and AI tools to
enhance financial analysis and business operations.

FP&A Analyst

About the role

Not the right role?