Financial Planning & Analysis Analyst

This is a fully remote position, open to applicants in Florida.

📋 Description

• Take ownership of the group's dynamic financial model, which involves the monthly re-forecasting of the profit and loss statement, cash flow, and balance sheet.

• Assist in the annual budgeting process by coordinating submissions from department heads and consolidating these into a comprehensive group perspective.

• Monitor actuals compared to budget and forecast at both entity and group levels, delivering variance analysis accompanied by a clear narrative.

• Compile and distribute the monthly internal reporting package, which includes key performance indicators, financial results, and departmental cost summaries.

• Create and maintain dashboards and reporting templates to enhance the timeliness and quality of financial insights.

• Facilitate board and investor reporting by preparing precise financial data packages along with relevant commentary.

• Construct financial models and business cases to support strategic initiatives, investment choices, and evaluations of new programs.

• Perform ad hoc analyses as requested by the CFO and senior leadership team, translating complex data into straightforward recommendations.

• Collaborate with operational teams to gain insights into cost and revenue drivers, offering financial challenge and support.

• Ensure data integrity across all financial models and reporting outputs, maintaining consistency between actuals and management accounts.

• Recognize opportunities to enhance the efficiency and accuracy of the FP&A process, including automation and tooling enhancements.

• Aid in the month-end closing process in collaboration with the accounting team.

⛳️ Requirements

• 2 to 4 years of experience in an FP&A, finance analyst, or a similar analytical finance role.

• Proficient financial modeling skills with advanced Excel capabilities; capable of building models from the ground up, stress-testing assumptions, and clearly presenting outputs.

• Experience in preparing management accounts, budgets, and forecasts within a multi-entity or group finance setting.

• Ability to convert financial data into clear, concise narratives for non-financial stakeholders.

• Strong attention to detail with a structured and methodical approach to managing competing priorities.

• Comfort in a fast-paced environment with shifting priorities and minimal prior structure.

• Proven, hands-on experience utilizing AI tools in finance contexts, such as employing large language models, AI-assisted analyses, or automation to enhance forecasting, reporting, or data workflows; practical examples of application are necessary.

• Demonstrated experience in implementing or significantly configuring FP&A platforms or financial reporting tools such as Adaptive Insights, Anaplan, Planful, Vena, or similar.

🏝️ Benefits

• Unlimited PTO

• Medical, Dental, Vision, and supplemental insurance options

• 401(k) Plan with 3.5% Company Match

• Company-provided equipment