Specialist - F&A - FP&A 4A
Core
Assist in preparing financial reports, budgeting, forecasting, and performance monitoring for global enterprises.
Role type
Management Trainee Financial Planning and Analysis (FP&A) Specialist
Builds
Monthly, quarterly, and annual financial reports; financial models for revenue and expense projection; KPI dashboards
Domain
Financial Services / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Financial Reporting, Variance Analysis, Budgeting, Forecasting, Financial Modeling, Data Consolidation, KPI Tracking, Internal Controls, Process Improvement, Excel/BI Tools
Preferred skills
Generative AI, Automation Tools (Power BI, Tableau, Excel macros), CFA, CFP, CMA, CPA, CFI
Technologies
Excel, Power BI, Tableau
Responsibilities
Prepare monthly, quarterly, and annual financial reports; Support variance analysis by comparing actual results to budget/forecast; Participate in annual budgeting and periodic forecasting cycles; Track key performance indicators (KPIs) and assist in building dashboards; Support the maintenance and enhancement of financial models; Identify inefficiencies in existing FP&A processes and suggest improvements; Ensure accuracy and consistency in financial data reporting
Seniority
Entry-level / Management Trainee