AI-Driven FP&A Analyst: Budgeting & Insights

Jobtailor; United States; On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor in the United States is seeking an entry-level FP&A analyst to support annual budgeting, monthly forecasting, and long-range planning for assigned cost centers. You will analyze actual results versus budget and forecast, identifying variances and performance drivers.

You will prepare recurring financial reports, dashboards, and KPI metrics, translate financial data into business insights for operational leaders, and partner with leaders on financial analysis and decision support.

Qualifications

• Bachelor's degree or equivalent in finance, accounting, economics, business or analytics.
• A0–2 years of Finance/FP&A/Controlling experience preferred.
• Strong analytical and problem-solving skills.
• Proficiency in Excel and PowerPoint.
• Experience with budgeting, forecasting and variance analysis helpful.

Responsibilities

• Support annual budgeting, monthly forecasting, and long-range planning for assigned cost centers
• Analyze actual results versus budget and forecast, identifying variances and performance drivers
• Assist with ad hoc financial analyses and scenario planning
• Analyze expenses and cost center spending across assigned functions
• Track labor, overhead, and operating expenses against approved budgets
• Prepare recurring financial reports, dashboards, and KPI metrics
• Translate financial data into business insights for operational leaders
• Partner with operational leaders on financial analysis and decision support
• Assist leaders in understanding the financial impact of operational decisions
• Present financial results and key trends to non-financial partners
• Assist with month-end close activities, including journal entries, reclasses, and variance explanations
• Ensure financial data is accurate, complete, and submitted on time
• Support compliance with financial policies, procedures, and internal controls
• Streamline financial processes, reporting, and workflows
• Support automation and reporting optimization initiatives
• Participate in special projects, ad hoc analyses, and continuous improvement efforts
• Apply AI-enabled tools and analytics to improve reporting, forecasting, and business insights
• Validate and review AI-generated financial analyses and reporting outputs
• Automate routine financial processes and improve data accuracy
• Promote responsible and effective AI use within finance processes

Skills

Financial Analysis

Budgeting

Forecasting

Microsoft Excel

Data Analytics

Education

Bachelor's degree in finance, accounting, economics, business administration, data analytics, or related

Tools

SAP

Power BI

Power Query

Power Automate

Microsoft Copilot

Job description

Jobtailor in the United States is seeking an entry-level FP&A analyst to support annual budgeting, monthly forecasting, and long-range planning for assigned cost centers. You will analyze actual results versus budget and forecast, identifying variances and performance drivers.

You will prepare recurring financial reports, dashboards, and KPI metrics, translate financial data into business insights for operational leaders, and partner with leaders on financial analysis and decision support.