Position Summary:
The FP&A Specialist supports core budgeting, forecasting, financial modeling, and variance analysis to drive data-informed business decisions. This role acts as a bridge between operational data and financial performance, analyzing key drivers, preparing monthly reporting packages, and supporting annual planning cycles.
Key Responsibilities:
Financial Planning & Budgeting
- Assist in preparing annual operating budgets, quarterly forecasts, and long-term financial plans.
- Partner with department heads to collect operational metrics, headcount projections, and expenditure forecasts.
- Maintain dynamic financial models in Excel to evaluate profitability and operational efficiency.
Reporting & Variance Analysis
- Prepare monthly, quarterly, and annual reporting packages comparing actual performance against budget and historical trends.
- Conduct line-item variance analysis for Revenues, COGS, and OPEX; identify root causes and highlight key drivers.
- Track key performance indicators (KPIs) and operational metrics across departments.
Decision Support & Business Partnering
- Build scenario analyses and ad-hoc financial models for capital expenditures, pricing decisions, and cost-saving initiatives.
- Support capital expenditure (CapEx) tracking and ROI analyses.
- Collaborate with accounting teams during month-end close to ensure accurate accruals and revenue recognition.
Job Requirements:
- Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Experience: 1–2 years of experience in financial analysis, corporate finance, or public accounting.
- Advanced Proficiency in Microsoft Excel (nested formulas, Pivot Tables, INDEX/MATCH, XLOOKUP, financial modeling).
- Familiarity with ERP systems.
- Strong quantitative and analytical acumen with high attention to detail.
- Basic understanding of financial statements (P&L, Balance Sheet, Cash Flow) and accounting concepts.
