Senior Analyst, Financial Planning & Analysis
Core
Analyze financial forecasts, budgets, and operational variances to support strategic decision-making and business planning.
Role type
Senior FP&A Analyst (IC)
Builds
Financial models, monthly/quarterly reports, and strategic analysis packages for senior management.
Domain
Professional Services / Financial Planning & Analysis
Deliverable
dashboards & analysis
Required skills
P&L analysis, financial forecasting, budgeting, variance analysis, financial modeling, business intelligence tools, accounting software proficiency
Preferred skills
International professional services experience, CPA or CFA candidate status, Workday experience
Technologies
Microsoft Excel, PowerPoint, Word, Outlook, Workday, Business Intelligence tools
Responsibilities
Analyze current and past trends of key performance indicators; compile monthly and quarterly financial reports; assist in annual budgeting and quarterly forecasting processes; prepare analysis for board and shareholder presentations; perform ad-hoc reporting and analysis; evaluate processes to drive efficiencies and understand ROI in new acquisitions and expansions.
Seniority
Mid-level, hands-on IC
