Financial Planning & Analysis (FP&A) Analyst
Core
FP&A Analyst supporting the CFO Group and Legal, Compliance, Audit and Risk business units by delivering financial analysis, forecasting, and reporting to inform business decisions.
Role type
Financial Planning & Analysis Analyst
Builds
Financial forecasts, budgets, variance reports, and strategic planning materials for the CFO Group and shared services.
Domain
Asset Management / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Financial modeling, Variance analysis, Budgeting, Forecasting, Financial reporting, Data analysis, Process improvement
Preferred skills
Financial systems proficiency, Data visualization tools (Snowflake, Power BI), Stakeholder engagement, Complex data translation
Technologies
Snowflake, Power BI
Responsibilities
Partner with CFO Group and Legal, Audit, Compliance and Risk stakeholders to provide financial insights on expense drivers, trends, and risks; Support budgeting, quarterly forecasting, and long-range planning processes; Perform monthly variance analysis (actuals vs. budget/forecast/prior periods) and clearly communicate key drivers; Support month-end close activities, ensuring accuracy and completeness of financial results; Prepare and deliver recurring and ad hoc financial reporting for leadership; Analyze financial and operational data to identify trends and summarize actionable insights; Support development of materials for business reviews and strategic planning; Assist the Senior Manager with advanced financial modeling related to Corporate Real Estate & Workplace Solutions and Procurement; Proactively identify risks and opportunities and communicate implications to management; Identify opportunities to improve reporting, forecasting, and FP&A processes while ensuring data integrity and control.