FP&A Associate
Core
FP&A Associate supporting global financial forecasting, annual budgeting, operating plan variance analysis, and special projects for a SaaS partnership automation platform.
Role type
Associate FP&A Analyst (0-2 years post-qualification)
Builds
Monthly financial reports, consolidated forecasts, expense and capital budgets, and executive presentation decks.
Domain
SaaS / Partnership Automation / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
Excel, General Ledger account analysis, Reconciliations, Financial modeling, Data extraction from ERP systems, Presentation design
Preferred skills
AI tool adoption, Cross-functional collaboration
Technologies
NetSuite, PBCS
Responsibilities
Deliver monthly financial reporting and KPI monitoring; Assist in updating consolidated forecasting models and preparing quarterly budgets; Prepare presentations for the Board of Directors and Senior Management; Collaborate with Accounting and Financial Operations to ensure data accuracy and meet reporting deadlines.
Seniority
Associate, 0-2 years post-articles
