JOB SUMMARYAs an FP&A Analyst, you will play a key role in supporting the Director of FP&A and senior leadership in strategic planning, financial forecasting, and data delivery used for day-to-day decision making. This role requires strong analytical capabilities and the ability to translate complex financial data into actionable insights for business leaders. The FP&A Analyst will take ownership of critical financial reporting, forecasting processes, and analytical initiatives while partnering closely with business leaders across the organization. This role will be highly visible and directly support strategic initiatives, operational performance monitoring, and executive-level reporting.
RESPONSIBILITIES & DUTIES- Develop and maintain automated financial models, reports, and dashboards within a centralized semantic layer and OLAP environment (Cube, Microsoft Fabric), improving KPI consistency, reporting efficiency, and analytical accuracy.
- Drive monthly, quarterly, and annual reporting processes including variance analysis and performance reporting for senior leadership.
- Continuous enhancement of KPI reporting framework to track business performance and operational efficiency.
- Perform in-depth financial analysis to identify trends, risks, and opportunities that impact business performance across various business origination channels.
- Support strategic initiatives including capital planning, pricing analysis, portfolio performance analysis, and growth opportunities.
- Partner with cross-functional leaders across operations, underwriting, sales, and servicing to provide financial insights and support business decisions.
- Enhance portfolio resolution strategies by collaborating with external quantitative modeling partners to forecast repayment speed, loss severity, and profitability at a granular level.
- Build and maintain long-term financial planning models supporting the Company's organic and inorganic growth strategies.
- Develop and maintain Power BI dashboards and business intelligence tools that enable real-time insights for management.
- Lead ad hoc financial analysis and special projects requested by senior management or executive leadership.
- Assist in the preparation of board materials, investor reporting, and executive-level presentations.
EDUCATION, SKILL & EXPERIENCE REQUIREMENTS- 2-5 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Advanced Excel skills including financial modeling, complex formulas, and data analysis.
- Experience with data visualization tools such as Power BI preferred.
- Strong understanding of financial statements and corporate finance principles.
- Exceptional analytical, problem-solving, and communication skills.
- Strong organization, presentation, and interpersonal skills.
- Ability to work in a fast-paced environment while managing multiple priorities.
- Experience in financial services, lending, specialty finance, or private equity-backed companies preferred.
