Financial Analyst, FP&A

BMA Group Global; San Juan (PR); On-site; USD 65,000 - 90,000; Full time

Job summary

BMA Group Global in San Juan, Puerto Rico, is seeking an Analyst, FP&A to deliver financial planning, forecasting, reporting, and analysis across assigned areas.

You will partner with finance, accounting, and business teams to review results, explain variances, support budgeting, and provide actionable insights to guide decision making.

Qualifications

• Bachelor's degree in finance, accounting, economics, business administration, or related field.
• 2+ years of FP&A or related finance experience preferred.
• Strong Excel skills and ability to summarize data accurately.
• Experience with ERP, planning, reporting, or BI tools preferred.
• Understanding of accounting principles, budgeting, and variance analysis.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Prepare monthly financial reporting, variance analysis, and schedules for departments.
• Assist annual budgeting, forecasting, and financial planning activities.
• Analyze results vs budget/forecast and identify key drivers.
• Support monthly close with accruals and accuracy checks.
• Maintain recurring reports, dashboards, and financial files.
• Support ad hoc analysis and business case reviews.
• Identify data quality issues and help implement improvements.

Skills

Excel proficiency

Analytical thinking

Cross-functional collaboration

Financial analysis

Education

Bachelor's degree in Finance, Accounting, Economics or Business Administration

Tools

ERP systems

Planning tools

BI tools

Job description

The Analyst, FP&A provides financial planning, forecasting, reporting, and analysis support for assigned functions or business areas. This role partners with finance, accounting, and business stakeholders to review financial results, explain variances, support budgeting and forecasting activities, and provide clear analysis that helps inform business decisions.

Key Responsibilities

• Prepare monthly financial reporting, variance analysis, and supporting schedules for assigned departments, cost centers, or business areas.
• Assist with annual budgeting, periodic forecasting, and financial planning activities by gathering inputs, validating assumptions, and updating financial models.
• Analyze actual results versus budget, forecast, prior year, and other benchmarks, and help identify key drivers of financial performance.
• Partner with accounting and business teams during monthly close to support accruals, expense validation, and accurate financial reporting.
• Maintain recurring reports, dashboards, templates, and financial files to ensure information is accurate, timely, and easy to understand.
• Support ad hoc analysis, business case reviews, cost tracking, and special projects as requested by finance leadership.
• Identify reporting, process, and data quality improvement opportunities and assist in implementing practical solutions.

Qualifications

• Bachelor's degree in finance, accounting, economics, business administration, or related field, or equivalent experience required.
• 2+ years of experience in FP&A, financial analysis, accounting, budgeting, forecasting, reporting, or a related finance role preferred.
• Strong Excel skills and ability to organize, analyze, and summarize financial data accurately.
• Experience with ERP, planning, reporting, or business intelligence tools preferred.
• Basic understanding of accounting principles, financial statements, budgeting, forecasting, and variance analysis.
• Strong analytical, organizational, problem-solving, communication, and follow-up skills.
• Ability to manage multiple priorities, meet deadlines, maintain attention to detail, and work effectively with cross-functional teams.