Financial Planning and Analysis Analyst
Core
Provide business and financial guidance to management through planning, forecasting, and analysis of budgets, variances, and strategic opportunities.
Role type
Individual contributor FP&A analyst
Builds
Automated forecast variance models and financial reports
Domain
HR technology / SaaS
Required skills
Financial planning and analysis, budgeting and forecasting, financial reporting, data mining, KPI analysis, advanced Excel, PowerPoint, Anaplan, Tableau
Preferred skills
PEO business model knowledge, CLTV, CTS metrics, public company experience, CPA or CMA certification
Technologies
Fieldglass, ServiceNow, Tableau, AnaPlan
Responsibilities
Prepare monthly, quarterly, and annual forecasts; report on actual financial results against targets; build automated forecast variance models; participate in data mining and reporting of business unit KPIs; assist with Quarterly Business Review materials; perform ad hoc financial analysis projects; track and forecast technical contractor expenses.
Seniority
Mid-level, hands-on IC
