FP&A Analyst

FP&A Analyst

This position will be an integral contributor to the Company's developing FP&A efforts and data analysis tasks.

Responsibilities

• Assist in buildout of the FP&A function for a rapidly growing and dynamic organization
• Gain strong working knowledge of business, understanding what factors impact financial performance, how to present / articulate variance, and identify opportunities for reporting improvement
• Assist in development of FP&A module within ERP
• Assist in developing and preparing a firmwide financial reporting package each month for use with Senior Leadership and Board of Directors
• This involves working across departments to collate and clean data to support the production of monthly KPIs for respective business lines
• Requires ability to work through complex excel analysis to create thoughtful presentation exhibits
• Work directly with Manager and Functional Leaders to assist in developing new analytical reviews and metrics, both ad-hoc and recurring
• Examples include Assets Under Management, Net New Assets, New / Lost Client reporting, Divisional level financial reporting, and general KPI development for HR, Operations, Wealth Advisory departments
• Assistance on budgeting and reforecasting processes
• Initial budget creation and ongoing monthly analytics to understand fluctuations between current and prior periods and fluctuations between actual and budget / forecast
• Must be able to adapt to changing requirements, navigate multiple underlying data sources, and build positive and trustful working relationships across functions

Skills :

Qualifications