Corporate FP&A Analyst

Jobtailor; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a results-oriented FP&A professional to lead complex financial modeling for budgeting, forecasting, and long-range planning. You will deliver variance analyses, executive-ready insights, and scalable planning tools using Power BI and ERP data.

This role partners with Accounting and leadership, driving accuracy in monthly close and annual plans while continuously improving reporting automation and model documentation.

Qualifications

• Bachelor's degree in a quantitative field.
• 3–5+ years in FP&A, corporate finance, investment banking, consulting, or related analytical roles.
• Exceptional financial modeling and advanced Excel skills.
• Ability to manage large, interconnected financial models with accuracy.
• Strong understanding of financial statements and planning concepts.
• Experience with budgeting, forecasting, and variance analysis.
• Experience with BI tools like Power BI or Tableau preferred.
• ERP experience (NetSuite preferred) is a plus.

Responsibilities

• Build, maintain, and enhance complex financial models for budgeting, forecasting, long-range planning, and ad hoc analyses.
• Support annual budget and quarterly forecasts, developing planning models and validating inputs.
• Prepare monthly variance analyses across revenue, G&A, EBITDA, CapEx, and cash flow.
• Maintain long-range planning model and supporting schedules for scalability.
• Prepare executive reporting packages and financial presentations for senior leadership.
• Partner with Accounting during month-end close to refine planning assumptions.
• Support development, testing, and maintenance of Power BI dashboards and standardized reporting.
• Perform financial modeling and scenario analyses for strategic initiatives.
• Respond to ad hoc analyses from Finance and leadership; identify improvements in models and automation.
• Document key models with SOPs to improve consistency and sustainability.
• Embed a Get Better Every Day mindset to improve quality and efficiency.

Skills

Financial Modeling

Advanced Excel

Budgeting and Forecasting

Power BI

Variance Analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, or related quantitative field

Tools

Power BI

Tableau

ERP Systems

NetSuite

Job description

Build, maintain, and enhance complex financial models to support budgeting, forecasting, long-range planning, and ad hoc analyses
Support the annual budget and quarterly forecast processes by developing and maintaining planning models, proposing forecasting methodologies, consolidating submissions, and validating financial inputs
Prepare monthly variance analyses by identifying key forecast-to-actual drivers across revenue, G&A, EBITDA, CapEx, and cash flow
Maintain and continuously enhance the company's long-range planning model and supporting schedules to improve functionality and scalability
Prepare recurring executive reporting packages and financial presentations for senior leadership
Partner with Accounting during month-end close to understand financial variances, improve forecast accuracy, and continuously refine planning assumptions for next cycle
Support the development, testing, and maintenance of Power BI dashboards and standardized financial reporting
Perform financial modeling and scenario analyses to evaluate strategic initiatives and support executive decision-making
Respond to ad hoc financial analyses and reporting requests from Finance and executive leadership
Continuously identify opportunities to improve financial models, automate reporting, and increase the efficiency of FP&A processes
Develop and maintain documentation and standard operating procedures for key financial models to improve consistency, scalability, and long-term sustainability
Embed a "Get Better Every Day" mindset by continually improving the quality, efficiency, and accuracy of financial planning and analysis

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, or a related quantitative field
• 3-5+ years of experience in FP&A, Corporate Finance, Investment Banking, Consulting, Public Accounting, or related analytical roles
• Exceptional financial modeling and advanced Excel skills with demonstrated experience building complex, dynamic financial models
• Ability to organize and manage large, interconnected financial models with exceptional attention to detail
• Strong understanding of financial statements and financial planning concepts
• Experience supporting budgeting, forecasting, and variance analysis processes
• Experience with Power BI, Tableau, or other business intelligence tools preferred
• Experience with ERP systems (NetSuite preferred) and planning tools is a plus
• Highly organized with exceptional attention to detail and a commitment to accuracy
• Strong analytical and problem-solving skills with the ability to work independently
• Excellent written and verbal communication skills
• Self-starter with intellectual curiosity and a passion for continuous improvement
• Strong alignment with Mendo's core values

Core Competencies

Demonstrates expertise in financial modeling, budgeting, and forecasting, with a strong command of advanced Excel and business intelligence tools like Power BI. Capable of delivering accurate financial analyses and executive reporting while continuously seeking improvements in financial planning processes.

Highest-signal resume keywords

• Financial Modeling
• Advanced Excel Skills
• Budgeting and Forecasting
• Power BI
• Variance Analysis

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Budgeting
• Forecasting
• Variance Analysis
• Financial Statement Analysis
• Scenario Analysis
• Attention to Detail
• Analytical Skills
• Problem-Solving
• Documentation

Soft Skills

• Excellent Communication
• Organizational Skills
• Self-Starter
• Intellectual Curiosity
• Commitment to Continuous Improvement

Industry Keywords

• FP&A
• Corporate Finance
• Investment Banking
• Public Accounting
• Analytical Roles

Tools & Technologies

• Power BI
• Tableau
• ERP Systems
• NetSuite