Financial Planning Analyst
4 weeks ago
General Summary:
The FP&A Analyst is responsible for preparing financial forecasting models, building, and maintaining reoccurring reports for operations. This role works in partnership with cross-functional teams to assist with budget and strategic plan preparation for functional leaders in the organization.
Essential Duties and Responsibilities:
- Provides support cross-functionally, with a high attention to detail
- Researches, analyzes, and documents findings
- May influence others within the Finance team through the explanation of facts, policies, and practices
- Analyzes company financials monthly, researches and explains material variances
- Assists with preparation and maintenance of annual budgets, monthly forecasts, and strategic plans
- Assists with preparation of monthly and quarterly presentations for the board of directors
- Automates and improves recurring tasks where feasible
- Develops new and innovative solutions to complex problems
- Analyze Cost of Goods Sold (COGS), Revenue and Expense metrics
Knowledge, Skills, and/or Abilities Required:
- Ability to work independently on projects and processes with general supervision
- Practical knowledge of applicable work area
- Ability to situationally adapt and understand new technology/processes as per ConnectWise requirements
- Ability to work well under pressure and confidently interact with executive leadership daily
- Excellent modeling skills and detail oriented with excellent analytical and problem-solving skills
- High degree of organization skills and ability to meet tight deadlines
Educational/Vocational/Previous Experience Recommendations:
- Bachelor’s degree required in related field or equivalent business experience
- 3+ years of related experience
- Preferred: MBA
Working Condition
- Hybrid (Mumbai )
- 0-10% travel may be required
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