FP&A Analyst

  • location: Swarthmore, PA
  • type: Permanent
  • salary: $85,000 - $105,000 per year
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job description

FP&A Analyst

job summary:
Senior Financial Planning & Analysis Analyst will lead forecasting efforts, month end variance analyses, KPI reporting, and strategic analyses. This role will develop robust driver-based forecasting models and develop a strong understanding of financial and operational metrics in order to serve as a value-added business partner to Executive business leaders and proactively work with the Business Unit leader to drive profitability improvements.

The job responsibilities of the Sr. FP&A Analyst include the following:

Prepare financial data for reports, meetings, and management and develop key action items for profitability improvement from the data

  • Responsible for the preparation of quarterly, FYF forecasts and annual budget
  • Serve as a strong partner with the Sales and Operations organizations as a key information bridge and driver for GM improvement
  • Customer level pricing and profitability analysis
  • Develop and maintain sales incentive plans
  • Develop and execute appropriate processes targeted at accurate and timely data management and analysis. This includes both the data mining aspect of getting the right information, doing the analysis of the data, and delivering it to business partners to use in their role with the business and functional leaders
  • Build forecast models using key drivers, trend analysis, economic, and external factors, etc. and monitor the accuracy and predictability of existing models
  • Review models and analytical tools prepared by team members for quality, accuracy, and continuously driving process efficiencies
  • Partner with accounting and treasury organizations as needed
  • Performs other tasks as assigned
  • Bachelor's degree in Business, Finance, Accounting, or Economics required; MBA preferred
  • 4+ years' experience in a financial analyst role
  • High proficiency with financial modeling and techniques; proficient with GAAP accounting [CPA not required]
  • Strong quantitative and analytical competency
  • Strong financial modeling experience
  • Self-starter with excellent interpersonal, communication, organizational, and problem-solving skills
  • Advanced Microsoft Excel and PowerPoint skills
  • Proficient in the use of financial, accounting, and budget software
  • Good business acumen
  • Strong team player
  • Excellent time management skills
  • Proactive self-starter
 
location: Swarthmore, Pennsylvania
job type: Permanent
salary: $85,000 - 105,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 4 Years
 
responsibilities:
Prepare financial data for reports, meetings, and management and develop key action items for profitability improvement from the data

  • Responsible for the preparation of quarterly, FYF forecasts and annual budget
  • Serve as a strong partner with the Sales and Operations organizations as a key information bridge and driver for GM improvement
  • Customer level pricing and profitability analysis
  • Develop and maintain sales incentive plans
  • Develop and execute appropriate processes targeted at accurate and timely data management and analysis. This includes both the data mining aspect of getting the right information, doing the analysis of the data, and delivering it to business partners to use in their role with the business and functional leaders
  • Build forecast models using key drivers, trend analysis, economic, and external factors, etc. and monitor the accuracy and predictability of existing models
  • Review models and analytical tools prepared by team members for quality, accuracy, and continuously driving process efficiencies
  • Partner with accounting and treasury organizations as needed
  • Performs other tasks as assigned
 
qualifications:
  • Bachelor's degree in Business, Finance, Accounting, or Economics required; MBA preferred
  • 4+ years' experience in a financial analyst role
  • High proficiency with financial modeling and techniques; proficient with GAAP accounting [CPA not required]
  • Strong quantitative and analytical competency
  • Strong financial modeling experience
  • Self-starter with excellent interpersonal, communication, organizational, and problem-solving skills
  • Advanced Microsoft Excel and PowerPoint skills
  • Proficient in the use of financial, accounting, and budget software
  • Good business acumen
  • Strong team player
  • Excellent time management skills
  • Proactive self-starter
 
skills: Business Analysis
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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