The Senior FP&A Analyst is to be a trusted resource and business partner to FP&A leadership and the management team. The Senior FP&A Analyst is responsible for assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership. The Senior FP&A Analyst may also be responsible for providing project teams with financial guidance and assisting with monthly close processes. This role must be able to perform a variety of financial activities including planning, analysis, budgeting, and reporting. The FP&A Analyst should also have strong analytical, organizational, and problem-solving skills and be able to present financial information and models in a concise and easily comprehensible manner. The FP&A Analyst will also support company initiatives and M&A activities.
Responsibilities:
Expert level Excel skills, ability to build reports and models that are scalable for a high-growth organization
Advanced level understanding of financial statements and how they interact with each other
Advanced level knowledge of budgeting/forecasting methodologies for sales, costs, and balance sheet metrics
Review and analyze financial statements and reports
Track KPIs and prepare financial reports
Assist with budgeting and monthly close processes
Understand key business drivers
Assist project teams with financial guidance
Develop financial projections and build financial models
Perform research and analysis as required
Ensure compliance with financial guidelines, company policies, and relevant legal regulations
Become a true business partner to Operations department leadership, helping them to understand and improve operational performance
Other related duties as assigned
Qualifications:
Required Knowledge, Skills, and Abilities:
Ability to present financial information to a non-financial audience
Working knowledge of financial strategies
Strong organizational and multitasking skills
Excellent communication, interpersonal, and presentation skills
Detail-oriented and able to perform in a fast-paced, high-pressure environment
Strong analytical thinking and problem-solving skills
Proficiency in Microsoft Office
Good working knowledge of ERP systems and reporting/analysis packages like Power BI and OneStream
Education and Experience:
Bachelor's Degree in finance, accounting, or a related field, Master's Degree preferred
5+ years of relevant experience in finance, accounting, or FP&A
Experience in private equity backed Company preferred
Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework
Experience supporting M&A activities preferred
Proven track record of proactive actions to improve the business and support the management team
Previous experience in HVAC Industry or other service business preferred