FP&A Manager

Job Description

About the Role:

The Financial Planning and Analysis (FPA) Analyst plays a crucial role for a leading financial technology company focused on acquiring and serving merchants via proprietary technology and payment processing. The role will be responsible for budgeting, forecasting, board reporting and providing insightful financial analysis and strategic recommendations to support decision-making processes. This position is responsible for the annual budget, financial business partnering, monthly forecasting and developing financial models. The FPA Analyst will collaborate with various departments to ensure accurate forecasts against board approved budget, provide additional analysis, metrics to manage the business. We are looking for a candidate who is adept at managing, transforming and analyzing large financial and operational data sets. By leveraging analytical skills and financial acumen, the analyst will contribute to the overall financial health and strategic direction of the organization. Ultimately, this role is pivotal in driving financial efficiency and supporting sustainable growth within the company.

Minimum Qualifications:

Bachelor's degree in Finance, Accounting, Economics, or a related field.

Minimum of 2 years of experience in financial analysis or a related role.

Proficiency in financial modeling and analysis tools, including Excel.

Background in managing large data sets.

Preferred Qualifications:

Master's degree in Finance or Business Administration.

Experience in the financial technology sector is a plus.

Familiarity with financial planning software, business intelligence platforms and ERP systems.

Responsibilities:

Conduct detailed financial analysis and modeling to support budgeting and forecasting processes.

Prepare and present financial reports, including variance analysis and performance metrics, to senior management.

Collaborate with cross-functional teams to gather data and insights for comprehensive financial assessments.

Monitor financial performance against budgets and forecasts, identifying trends and areas for improvement.

Assist in the development of strategic initiatives by providing financial insights and recommendations.

Skills:

The required skills for this role include strong analytical abilities, which are essential for interpreting complex financial data and making informed recommendations. Proficiency in Excel and financial modeling is utilized daily to create forecasts and analyze variances, ensuring accurate financial reporting. Effective communication skills are necessary for presenting findings to management and collaborating with various departments. Attention to detail is critical in maintaining the integrity of financial data and reports. Preferred skills, such as experience with financial planning software, enhance the analyst's ability to streamline processes and improve efficiency in financial planning activities.

Full-time