FP & A – Financial Analyst

Financial Analyst PositionPosition Summary: We are seeking a highly motivated and analytical Financial Analyst to support the financial planning, forecasting, reporting, and operational analysis functions for the Business Unit. This role will partner closely with Operations, Division Leadership, and FP&A leadership to provide financial insights that drive business performance and decision-making. The ideal candidate will possess strong Excel and data management skills, experience working with large data sets, and the ability to communicate financial results clearly to leadership teams.Key Responsibilities:Financial Planning & ForecastingSupport monthly forecasting, annual budgeting, and long-range planning processesMaintain and update daily, weekly, and monthly financial forecastsAnalyze Actual vs Forecast, Actual vs Budget, and Year-over-Year performance variancesAssist with labor and non-labor expense forecasting across multiple divisions and verticalsMonitor revenue trends and operational KPIs to identify risks and opportunitiesReporting & AnalysisPrepare monthly operating reviews and financial performance packages for leadershipDevelop and maintain recurring financial reports and dashboardsAnalyze P&L performance across branches, verticals, divisions, and the overall Business UnitProvide actionable recommendations based on financial and operational dataSupport ad hoc financial modeling and scenario analysis requestsData Management & SystemsManage and validate large datasets from multiple operational and financial systemsUtilize Excel, Power Query, and reporting tools to automate and improve reporting processesEnsure financial data accuracy and integrity across reporting platformsAssist with month-end close activities and financial reconciliationsSupport ERP systems such as Oracle or similar financial systemsBusiness PartnershipPartner with operational leaders to understand business drivers and financial impactsSupport decision-making through financial insights and analyticsCollaborate with cross-functional teams including accounting, operations, payroll, and shared servicesHelp identify process improvement opportunities within FP&A reporting and forecastingQualifications:Bachelor's degree in finance, Accounting, Business, or related field2–5 years of financial analysis, FP&A, or accounting experienceStrong proficiency in Microsoft Excel including Pivot Tables, XLOOKUP, SUMIFS, and financial modelingExperience with Power Query, Power BI, or similar reporting tools preferredExperience with ERP systems such as Oracle preferredStrong analytical, organizational, and problem-solving skillsExcellent communication and presentation abilitiesAbility to manage multiple priorities in a fast-paced environmentPreferred Skills:Experience supporting multi-division or multi-location organizationsKnowledge of budgeting, forecasting, and variance analysis methodologiesExperience creating executive-level reporting packages and dashboardsUnderstanding of operational finance and labor forecastingAbility to work independently while collaborating across departmentsKey Competencies:Financial AnalysisForecasting & BudgetingData AnalyticsAttention to DetailBusiness PartnershipProcess ImprovementCommunication SkillsTime ManagementReporting Structure:Reports to: Director of FP&A / FP&ESupports: Business Unit Leadership, Division Leaders, Operations Teams