FP&A Financial Analyst
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Job Description
FP&A Financial Analyst ensuring company’s financial health at a progressive financial planning firm. Partnering with finance team using AI for automation and data accuracy.
Responsibilities:
- work with our finance team to ensure the company’s financial health is solid
- conduct company forecasting, analysis and reporting
- use AI to create automation in the Finance department
- partner with cross-functional teams to enhance processes and automate financial and operational reporting
- establish strong quality checks and controls to ensure data accuracy
- review financial planning work processes, systems, and procedures for efficient workflow
- serve as a key resource for insightful analysis that facilitates decision making
- prepare and deliver comprehensive evaluations, proposals, and recommendations to executive leadership and stakeholders
- review and audit fee calculations
- maintain simple loan ledgers and interest calculations
- provide strong revenue analysis
Requirements:
- 3+ years of financial data analysis and forecasting experience
- Eager to learn and adopt the use of AI
- Excellent organizational skills and attention to detail
- Strong analytical and problem-solving skills
- Advanced Excel spreadsheet and financial modeling skills
- Ability to forecast trends and financial impacts based on multiple scenarios
- Self-starter with ability to assess priorities and meet deadlines
- Thorough understanding of generally accepted accounting principles (GAAP)
Benefits:
- unlimited vacation
- flexible work hours (and location)
- 18 weeks of paid parental leave
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