Fp&A Associate

FP&A Associate Overview

• The FP&A Associate will play a pivotal role in strategic financial planning and analysis, supporting managerial reporting, budgeting, forecasting, and performance metrics development.
• Collaborate with business leads to enhance decision-making through financial modeling and analysis of key performance indicators.
• Assist in preparing annual budgets, focusing on revenue, expenses, sales inputs, and client-level details.
• Develop and refine financial and performance metrics for management committees and business leads.
• Contribute to monthly and quarterly management reporting, including financial statements consolidation and KPI analysis.
• Identify opportunities to improve reporting structures and implement new approaches to evaluate business performance.
• Support the implementation of software tools and reporting automation processes to enhance operational efficiency.
• Collaborate with FP&A team members to develop client analytics, budgets, and forecasts tailored to business needs.
• Ensure compliance with internal controls and improve documentation processes for financial planning activities.

FP&A Associate Key Responsibilities & Duties

• Support budgeting and forecasting processes, focusing on revenue, expenses, and sales activity metrics.
• Prepare detailed analytics and performance metrics for management and business leads.
• Assist in the consolidation of financial statements and preparation of management reporting packages.
• Perform variance analysis between budget and actual results, providing actionable insights.
• Collaborate with sales teams to develop monthly analyses and insights into financial performance.
• Identify and remediate process gaps, implementing effective internal controls.
• Support ad hoc projects such as software implementation and automation of reporting tools.
• Develop and maintain documentation of internal control processes for financial planning activities.
• Liaise with FP&A team members to enhance reporting structures and evaluate business performance.

FP&A Associate Job Requirements

• Bachelor of Arts (BA) degree in Finance, Accounting, or related field required.
• Minimum of 3 years of experience in financial planning and analysis; 5 years preferred.
• Proficiency in financial modeling, budgeting, and forecasting techniques.
• Strong analytical skills with the ability to interpret complex financial data.
• Experience with financial reporting tools and software implementation projects.
• Knowledge of GAAP and Non-GAAP metrics and their application in reporting.
• Excellent communication skills to collaborate with cross-functional teams and business leads.
• Ability to identify and implement process improvements and internal controls.
• Familiarity with hybrid work environments and adaptability to dynamic business needs.