Financial Planning & Analysis Analyst
Core
Gather, analyze, and interpret financial data to support decision-making, prepare monthly reports and dashboards, and contribute to budgeting and forecasting.
Role type
Financial Planning & Analysis Analyst
Builds
Monthly financial reports, dashboards, and presentations
Domain
Finance / FP&A
Deliverable
dashboards & analysis
Required skills
Financial modeling, Excel, Data analysis, Budgeting, Forecasting, Variance analysis, Process improvement
Preferred skills
Financial reporting systems, IFRS, NetSuite, Tableau, AI tools (e.g., Claude), Market research
Technologies
Excel, NetSuite, Tableau, Claude
Responsibilities
Prepare and maintain detailed monthly reports and dashboards; Contribute to the preparation of budgets and forecasts; Identify and explain variances between actual results and budgets; Build and maintain AI-driven tools to automate recurring FP&A tasks; Conduct ad-hoc financial analysis and market research; Identify opportunities to streamline financial processes.
Seniority
Mid-level, individual contributor