Specialist, FP&A
Core
Perform monthly variance analysis, budgeting, forecasting, and ad hoc financial analysis to support management review and business decisions.
Role type
Specialist FP&A analyst (financial planning & analysis)
Builds
Monthly financial reports, budgets, forecasts, and process improvements
Domain
Financial services / Investment management
Deliverable
dashboards & analysis
Required skills
GAAP, General Ledger, Financial Statements, internal controls, financial analysis, budgeting, forecasting, process improvement, Oracle, EPBCS, Microsoft Office
Preferred skills
CMA certification, MBA/PGDM, advanced Excel, process automation
Responsibilities
Perform monthly variance analysis for revenue, expenses, and headcount; Analyze trends and provide commentary on financial results; Support ad hoc financial analysis for business initiatives; Assist in budgeting and forecast data analysis; Lead training for new joiners and update SOPs; Spearhead process transformation and automation projects; Review and update process procedures.
Seniority
Specialist, individual contributor