Overview: To support continued growth, improve financial visibility, and enhance decision-making, the Finance team requires a dedicated Budget & FP&A Analyst.
Essential Duties & Responsibilities:Budgeting & Forecasting- Support and co-lead the annual budgeting process with the Director of Finance, coordinating input, timelines, and final deliverables
- Develop and maintain monthly/quarterly rolling forecasts
- Partner with department leaders to prepare and refine budgets
- Analyze actuals, budget, and forecast variances, identifying drivers and risks
Financial Analysis & Reporting- Prepare monthly financial reporting packages with key insights
- Build and maintain dashboards and KPIs for financial and operational performance
- Conduct ad hoc financial analysis to support business decisions
- Perform trend analysis, scenario modeling, and profitability analysis
Business Partnering- Act as a finance partner to department heads on spending, budgeting, and ROI
- Support strategic initiatives with financial modeling and business case development
- Communicate financial performance clearly to non-finance stakeholders
Process Improvement & Systems- Own day-to-day administration of Adaptive Planning, supporting annual budgeting, forecasts, system functionality, and reporting capabilities
- Streamline and standardize budgeting and forecasting processes
- Identify and implement automation opportunities to improve efficiency, accuracy, and scalability
- Improve data accuracy, integrity, and accessibility for reporting
- Assist in implementation or optimization of FP&A tools
Cost Management & Controls- Monitor departmental spending against approved budgets
- Identify cost-saving opportunities and operational efficiencies
- Review and maintain departmental allocations, updating budgeting and forecasting models as cost structures or organizational needs change
- Ensure expenditures align with financial plans and company objectives
Support to Accounting & Close Process- Collaborate with accounting during month-end close
- Ensure accurate expense classification for reporting
- Assist with accruals, reforecasts, and financial reconciliations as needed
Day to Day Responsibilities- Maintaining and updating forecasts in Adaptive Planning, including incorporating actuals and revising assumptions
- Monitor personnel requisitions and update headcount and compensation assumptions within the budgeting and forecasting model Preparing and distributing monthly financial reporting packages and dashboards
- Working with department managers to review budget vs. actuals and understand variances
- Supporting the annual budgeting process, including collecting input, updating models, and coordinating timelines
- Prepare monthly financial reporting packages to Board of Directors and Management
- Building and refining reports and dashboards to improve visibility of financial performance
- Performing variance analysis and summarizing key drivers for leadership
- Assisting with scenario modeling and ad hoc analysis to support operational and strategic decisions
- Monitoring departmental spending and following up on unexpected variances or trends
- Identifying opportunities to improve or automate existing reporting and planning processes
- Supporting month-end close by coordinating with accounting on accruals, and reclasses
- Ad Hoc Reporting requests as needed
Qualifications:- Bachelor's degree in Finance, Accounting, or related field
- 2-5+ years of relevant FP&A, corporate finance, or accounting experience, with hands-on budgeting and forecasting responsibility
- Experience administering or working within FP&A systems, such as Adaptive Planning, preferred
- Strong financial modeling, Excel, systems, reporting, analytical, problem-solving, and communication skills
- Ability to manage multiple priorities and meet deadlines
- Estimated Salary $75,000-$95,000 based on experience
Education:- Bachelor's degree in Finance, Accounting or related field
LANGUAGE SKILLSAbility to read, analyze, and interpret technical directives and the ability to write reports and effectively present information and respond to questions from employees and general public is essential
MATHEMATICAL SKILLSAbility to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals
REASONING ABILITYAbility to apply common sense understanding to carry out instructions furnished in written or verbal form and the ability to deal with problems involving several variables
PHYSICAL DEMANDSThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle or feel
- The employee frequently is required to reach with hands and arms
- The employee is required to stand, walk and climb or balance
- The employee must occasionally lift and/or move up to 10 pounds
- Specific vision abilities required by this job include color vision, close vision and ability to adjust focus
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
SUMMARY OF OCCUPATIONAL EXPOSUREClassified by CDC as low risk
