Analyst, Financial Planning and Analysis

Socket.dev; Charlotte (NC); On-site; USD 70,000 - 95,000; Full time

Job summary

Socket.dev seeks an FP&A Analyst to support the corporate planning and analysis function in Charlotte. You will help prepare and distribute financial reports, dashboards, and management reports for leadership, with a focus on data-driven insights and process automation.

You will participate in budgeting, forecasting, variance analysis, and month-end close, while building executive-level presentations for leadership and Board materials.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Statistics or related field.
• 0-2+ years of experience in financial planning & analysis, corporate finance, accounting, budgeting, consulting, or relevant internship/co-op experience.
• Exposure to budgeting, forecasting, variance analysis, or financial reporting through internships, coursework, or early career experience.
• Experience or Familiarity with Business Intelligence Tools (Power BI) or AI tools (Copilot) is a plus.

Responsibilities

• Support the preparation and distribution of weekly, monthly, and quarterly financial reports, dashboards, and management reporting packages for corporate and business leadership.
• Help identify opportunities to automate reporting processes, improve data integrity, and streamline recurring financial analyses.
• Assist in developing, compiling, and analyzing the annual financial budget, monthly forecasts, and annual strategic business plan.
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, working capital, and capital expenditures.
• Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance.
• Respond to ad hoc financial analysis requests from Corporate FP&A leadership and cross-functional business partners, providing timely and accurate insights to support decision-making
• Participate in month-end and quarter-end close activities, including analysis of financial results and preparation of management commentary.
• Assist in the preparation of executive-level presentations, including monthly operating reviews, forecast updates, and Board of Directors materials.
• Perform other financial planning, reporting, and analytical duties as assigned, gaining broad exposure to all aspects of the Corporate FP&A function.

Skills

Data analysis

Excel

Power Query

PowerPoint

Financial modeling

GAAP knowledge

Team player

Communication

Education

Bachelor’s degree in Finance, Economics, Accounting, Statistics or related field

Tools

Power BI

Microsoft Copilot

Job description

Job Summary/Overview

The FP&A Analyst provides broad exposure to all aspects of the Corporate Financial Planning & Analysis function. This position plays a key role in supporting financial reporting, budgeting, forecasting, performance analysis, and strategic planning activities across the organization. The analyst will assist in preparing and distributing management reports, analyzing financial and operational performance, monitoring key business metrics, and investigating variances to provide actionable insights to leadership. The role also supports month-end and quarter-end close processes, executive and Board reporting, and a wide range of ad hoc analyses for business partners and senior management. With a strong emphasis on reporting and data analysis and a keen eye towards automation and process improvement, this position offers an excellent opportunity to develop core FP&A skills while gaining exposure to senior leadership, cross-functional teams, and the financial drivers of a global organization.

Essential Duties and Responsibilities

• Support the preparation and distribution of weekly, monthly, and quarterly financial reports, dashboards, and management reporting packages for corporate and business leadership.
• Help identify opportunities to automate reporting processes, improve data integrity, and streamline recurring financial analyses.
• Assist in developing, compiling, and analyzing the annual financial budget, monthly forecasts, and annual strategic business plan.
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, working capital, and capital expenditures.
• Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance.
• Respond to ad hoc financial analysis requests from Corporate FP&A leadership and cross-functional business partners, providing timely and accurate insights to support decision-making
• Participate in month-end and quarter-end close activities, including analysis of financial results and preparation of management commentary.
• Assist in the preparation of executive-level presentations, including monthly operating reviews, forecast updates, and Board of Directors materials.
• Perform other financial planning, reporting, and analytical duties as assigned, gaining broad exposure to all aspects of the Corporate FP&A function.

Knowledge, Skills, Competencies, and Abilities

• Ability to analyze large amounts of data from throughout our worldwide organization and multiple ERP systems
• Strong Microsoft Excel and financial modeling, Power Query experience a plus
• Proficient PowerPoint, pivot table, and charting skills
• Basic understanding of US GAAP and other standard financial metrics
• Ability to work in a fast paced, highly productive environment where projects and direction can change quickly while creating thorough and detailed designs and documentation
• Works well in a team and ability to articulate with excellent verbal and written communication skills
• Ability to think creatively, highly-driven and self-motivated
• Demonstrated ability to “roll-up sleeves” and work with team members at all levels of the organization in a hands-on management capacity
• Ability to work cooperatively with hands-on management or with minimal supervision
• Strong organizational skills and ability to multi-task in order to be efficient and meet deadlines

Required Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Statistics or related field.
• 0-2+ years of experience in financial planning & analysis, corporate finance, accounting, budgeting, consulting, or relevant internship/co-op experience.
• Exposure to budgeting, forecasting, variance analysis, or financial reporting through internships, coursework, or early career experience.
• Experience or Familiarity with Business Intelligence Tools (i.e Microsoft Power BI) or AI tools (i.e Microsoft Copilot) is a plus.