FP&A Analyst

Title: Finance Analyst

Team: Corporate Financial Planning & Analysis (FP&A)

Required Experience: Corporate FP&A

Summary/Objective:

The Financial Planning & Analysis team (FP&A) drives value by setting and driving strategy and results. This individual will possess a strong understanding of the business and serve as a key voice to stakeholders. He/she/they will gather and analyze information to deliver the annual operating plan. The role is a key connection point across all functions including Sales, Marketing, Operations, and Finance. This individual will regularly communicate complex information up, down, and across the company, in large and small settings. Work as part of the Financial Planning & Analysis team to produce accurate financial models, analysis, and reports as well as serve as a strategic partner across the business to provide through detailed reporting including, but not limited, to Spread Reporting, Dashboards, KPI decks, budgets/projections, and other ad-hoc requests.

Essential Functions:

Serves as Subject Matter Expert of assigned portfolio and influences others outside of own job area.

Prepare weekly, monthly and quarterly spread, commissions, and leadership reports that are used by management for business decision-making

Develop reports in Power BI to automate reporting processes

Leverage Microsoft Excel to develop projections, budgets, and Dashboards

Support the FP&A team in preparing monthly rolling forecasts, working with the business leaders to gather inputs and assumptions

Provide thorough and accurate monthly analysis of financial performance relative to budget, forecast and long-range strategic plans

Support annual budget and semi-annual reforecast processes

Be proactive about uncovering ways to improve financial operations of the business through analysis of historical performance and suggesting implementation of efficiencies in forecasts and budgets

Liaison with cross-functional teams to support their budget cycles and deliver monthly functional P&Ls comparing actuals to budget

Perform ad-hoc analysis with a quick turn-around

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment. Office expectations are 4 days per week in Tysons (Monday-Thursday).

Position Type/Expected Hours of Work

This is a full-time position and sometimes requires long hours and weekend work.

Required Education and Experience

1-5 years of professional experience in a corporate finance function or conducting complex financial analysis; experience in a corporate FP&A role a plus

Ability to understand financial statements (Income Statement, Balance Sheet, Cash Flows Statement)

Bachelor’s degree in business, finance, accounting or a technical degree with prior finance related experience

Advance knowledge of Excel with high proficiency in Microsoft Office is required; ability to combine multiple reports using data tables, pivots, and complex nested formulas

Must be self-motivated, creative, detail-oriented and able to work independently to meet deadlines within tight time constraints

Ability to display a solid understanding of financial analysis with knowledge of accounting/financial principles

Experience building/managing models, budgets, KPI, and dashboards

Prior experience with Power BI a strong plus

Preferred Education and Experience

Analytical skills for financial research and modeling in a complex multi-subsidiary environment

Positive attitude with the constant drive to improve current processes and procedures; ability to see opportunities for change, to capitalize on them and to implement improvements when appropriate for the overall success of the business