Financial Planning & Analyst

Description

As an FP&A Analyst, you will collaborate closely with finance teams, business leaders, and senior management to drive informed decision-making through insightful financial analysis, reporting, budgeting, and forecasting. Your expertise in financial modeling, analytics, PowerBI visualization, and leveraging AI-driven tools will be instrumental in shaping our strategic and operational initiatives.

Key Responsibilities

• Develop and maintain comprehensive metrics, KPIs, and dashboards using PowerBI to monitor business performance.
• Prepare detailed analytics and actionable insights related to costs, profitability, budgets, and forecasts for leadership.
• Create, document, and enhance reporting, budgeting, and forecasting processes, utilizing AI-driven analytics for improved accuracy and efficiency.
• Build and maintain financial models to support strategic financial planning.
• Contribute actively to variance analyses of financial statements, providing clarity on financial results.
• Support monthly financial statement preparation, ensuring accuracy and completeness.
• Assist with monthly closing processes, including account reconciliations.
• Undertake additional responsibilities as assigned.
• Analyze sales, margin performance, and cost structures to identify growth and efficiency opportunities.
• Assist with annual budget preparation process.
• Partner with commercial teams to model business cases for new deals and initiatives with existing clients, such as ROI modeling for marketing campaigns, new features, and content partners/categories.
  
  

Requirements

• Bachelor’s Degree in Finance or Accounting (required); MBA preferred.
• Minimum 5 years of relevant finance or accounting experience (required).
• Advanced proficiency in Microsoft Excel, PowerBI, and financial modeling.
• Proven experience in preparing and consolidating financial statements.
• Exceptional analytical, organizational, and problem-solving abilities.
• Strong interpersonal and written/verbal communication skills.
• Comfortable adapting to a dynamic and evolving work environment.
• Experience with budgeting and forecasting processes.
• Experience with database management and building reports.
• Familiarity with large-scale Accounting Information Systems.
• Private company accounting experience.
• Experience leveraging AI or automation tools for financial analytics and reporting.
  
  

Personal Attributes

• Self-motivated, proactive, and capable of working independently.
• Process improvement mindset with a focus on efficiency and accuracy.
• Effective collaborator who thrives in a team-oriented environment.
  
  

Affiliated Monitoring is proud to be an Equal Opportunity Employer. Affiliated provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, pregnancy, sexual orientation, or any other characteristic protected by law.