Financial Planning & Analysis Associate

Job Description

Job Description : Associate, Financial Planning and Analysis

As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and reporting to drive informed decision-making across the organization.

Key Responsibilities

• Support the development of financial reports and dashboards that highlight key trends, metrics, and business drivers.
• Assist in compiling, maintaining, and presenting key performance indicators (KPIs) to various stakeholders.
• Conduct statistical and financial analysis using Excel and business intelligence tools to support strategic initiatives.
• Provide analytical support to business lines, including cost tracking and initiative performance evaluation.
• Perform research to support enterprise-level projects and long-term planning efforts.
• Help prepare financial statements and support GL account mapping activities.
• Collaborate with IT and finance colleagues to validate and enhance financial data quality.
• Assist in building and maintaining Power BI Paginated Reports and Dashboards.
• Work closely with the accounting department to streamline reporting processes and develop automated reporting tools.
• Contribute to continuous improvement efforts by identifying opportunities to enhance data-driven decision-making.

Knowledge, Skills & Experience

To be successful in this role, you should have :

Minimum Requirements