FP&A Analyst
HybridSalt Lake City, Utah, United States or New York City, New York, United States
Job Summary
Lead Forecasting & Planning by owning the coordination, maintenance, and modeling of annual budgets, quarterly forecasts, and long-range plans, including complex P&L, Balance Sheet, and Cash Flow projections. Drive Business Strategy by partnering with leaders across Banking, Tech, and Marketing to analyze unit economics, prioritize investments, and provide financial guidance for new product launches. Analyze Performance & Drivers through monthly and quarterly deep-dives into expense and revenue drivers, translating variance analysis into clear trends, risks, and profitability opportunities. Craft Executive Narratives by automating KPI reporting and synthesizing complex financial data into concise presentations for senior leadership, investors, and regulators. Optimize Financial Systems by partnering with Accounting and Treasury to streamline the month-end close and evaluate FP&A software tools.
Required Qualifications
- 3+ years of progressive finance experience
- preferably within banking, fintech, or corporate financial services
- Strong foundation in financial theory
- strategic forecasting
- corporate budgeting
- GAAP accounting principles
- Expert-level proficiency in Microsoft Excel or Google Sheets
- proven track record of building sophisticated, dynamic financial models
- Exceptional written and verbal communication skills
- ability to influence cross-functional stakeholders
- independently manage time-sensitive projects
- Bachelor's degree in Finance, Accounting, Economics, or a related quantitative discipline
Desired Qualifications
- hands-on experience using financial information systems like NetSuite or Anaplan
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