Senior FP&a Analyst
| Company | Integrity |
|---|---|
| Location | Dallas, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or advanced professional certification (CFA, CPA) is a plus.
- 2-5 years of experience in financial planning, analysis, and budgeting, preferably in a senior or managerial role.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable recommendations.
- Proficient in financial modeling, forecasting techniques, and advanced Excel functions.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
- Detail-oriented with a high degree of accuracy and the ability to meet tight deadlines.
- Proactive mindset, self-motivated, and ability to work independently as well as collaboratively in a team-oriented environment.
Responsibilities
- Support the development and execution of the annual financial planning process, including the preparation of budgets, forecasts, and long-term strategic plans.
- Collaborate with department heads to establish and manage the budgeting process, ensuring accurate and timely submission of budget inputs.
- Perform ongoing forecasting and variance analysis to provide insights into financial performance.
- Conduct comprehensive financial analysis to support business decisions, identify trends, and make recommendations for cost optimization and revenue growth.
- Analyze key performance indicators (KPIs) and provide actionable insights to improve overall company performance.
- Develop and maintain financial reports, dashboards, and key metrics to track financial performance against goals.
- Present findings to senior management, providing clear and concise explanations and recommendations.
- Assist in the development of long-term strategic plans and financial models to support business expansion, new product launches, and other growth initiatives.
- Evaluate investment opportunities and assess their financial viability.
- Identify opportunities to enhance financial planning processes, tools, and systems.
- Drive process improvements to increase efficiency, accuracy, and quality of financial analysis.
- Maintain, enhance, and contribute to the continuous improvement of the FP&A reporting and modeling tool, OneStream.
Preferred Qualifications
- Experience with financial planning software (e.g., OneStream, NetSuite) is desirable.