Financial Planning & Analysis Analyst

We are looking for a dynamic and client-oriented FP&A Analyst to join our team. This role goes beyond traditional back-end analysis—you’ll work directly with clients to create insightful financial dashboards and models, present monthly financial results, and offer strategic business advice based on performance data.

You’ll be instrumental in helping clients understand their financial position and make sound, data-driven decisions. The ideal candidate has strong analytical and communication skills, thrives in a consultative environment, and enjoys turning numbers into meaningful insights.

Responsibilities:
Client Engagement & Advisory
Act as the primary financial analyst point of contact for assigned clients.
Present dashboards and financial results post-month-end close, offering key insights and answering client questions.
Provide tailored business recommendations based on financial performance, market trends, and client goals.
Dashboard & Financial Modeling
Build and maintain interactive dashboards and financial models to visualize client KPIs, forecast performance, and track goals.
Ensure that reporting tools are both visually intuitive and analytically rigorous.
FP&A Support
Assist clients in developing and maintaining budgets, rolling forecasts, and long-term financial plans.
Analyze financial performance, variances, and trends to support decision-making.
Provide scenario planning and sensitivity analyses for client-specific initiatives.
Reporting & Analysis
Prepare clear and concise financial reports and summaries for internal and external use.
Ensure accuracy and consistency in client-facing outputs.
Translate complex data into actionable insights and communicate them in a way that’s easy to understand for non-finance stakeholders.
Continuous Improvement & Collaboration
Recommend process improvements for internal reporting and client deliverables.
Work closely with internal teams (accounting, operations, etc.) to ensure alignment and timely delivery of reports.

Qualifications:
2+ years of experience in FP&A, financial consulting, or a similar role—preferably in a client-facing capacity.
Proficient in Excel (advanced formulas, pivot tables, etc.) and experienced in building dynamic financial models.
Experience with financial visualization tools such as Tableau, Power BI, or similar platforms.
Strong analytical skills with the ability to distill complex data into actionable insights.
Confident presenter with excellent communication skills—both written and verbal.
Highly organized, self-starter, and comfortable managing multiple client deliverables on tight deadlines.
Familiarity with month-end close processes and accounting fundamentals.