Financial (FP&A) Analyst - Hybrid

Jobot; Olde West Chester (OH); Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

401K match

HSA/FSA

Hybrid work schedule

Growth opportunities

PTO & paid holidays

Job summary

Jobot is seeking a Financial Planning and Analysis (FP&A) Analyst for a permanent hybrid role in Ohio. The position focuses on forecasting, budgeting, and financial modeling to support business decisions.

Responsibilities include budgeting, variance analysis, KPI tracking, and producing financial reports with advanced Excel and Tableau dashboards. A minimum of 5 years in financial analysis and a Bachelor's in Finance/Accounting/Business are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Business or related field.
• 5+ years of experience in financial analysis, budgeting and forecasting.
• Proficiency in Tableau and Advanced Excel.
• Strong understanding of financial reporting, variance analysis and KPIs.
• Excellent analytical, problem-solving and communication skills.

Responsibilities

• Assist in annual budgeting process and monthly forecasting.
• Conduct variance analysis to identify trends and evaluate performance against budget.
• Develop and maintain KPIs to monitor financial health and business performance.
• Prepare financial reports and provide recommendations to management.
• Create and update Tableau dashboards to visualize financial data and trends.
• Perform ad hoc financial analyses to support strategic initiatives.
• Collaborate with cross-functional teams for timely monthly reporting.

Skills

Budgeting

Forecasting

Tableau

Advanced Excel

KPIs

Financial analysis

Communication

Education

Bachelor's degree in Finance/Accounting/Business

Tools

Tableau

Excel

Job description

Job details

Financial (FP&A) Analyst - Hybrid / Forecasting, budgeting, financial modeling

Salary: $70,000 - $100,000 per year

A bit about us

We are seeking a highly motivated, detail-oriented Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. This is a permanent, hybrid position that offers the flexibility to work both in-office and remotely. The successful candidate will play a crucial role in our Engineering industry, assisting in the financial decision-making process to drive business strategy and growth. If you are an analytical thinker with a strong financial acumen and a passion for numbers, this is the perfect opportunity for you.

Why join us?

• Medical, dental, vision
• 401K match
• HSA/FSA
• Hybrid work schedule
• Room for growth
• Strong PTO and paid holiday package

Job Details

Responsibilities:

As a FP&A Analyst, you will be responsible for:

1. Assisting in the annual budgeting process and monthly forecasting.
2. Conducting variance analysis to identify trends and evaluate financial performance against the budget.
3. Developing and maintaining Key Performance Indicators (KPIs) to monitor financial health and business performance.
4. Preparing comprehensive financial reports to provide accurate and timely financial recommendations to management for decision making purposes.
5. Creating and updating dynamic dashboards using Tableau to visualize financial data and trends.
6. Performing ad hoc financial analysis as required to support strategic initiatives.
7. Collaborating with cross-functional teams to ensure accurate and timely monthly financial reporting.
8. Utilizing advanced Excel skills to analyze large datasets, improve processes, and create financial models.

Qualifications:

1. Bachelor's degree in Finance, Accounting, Business, or related field. An MBA degree is a PLUS.
2. A minimum of 5 years of experience in financial analysis, budgeting, and forecasting.
3. Proficiency in Tableau, Advanced Excel, and other financial software.
4. Strong understanding of financial reporting, variance analysis, and KPIs.
5. Exceptional analytical, problem-solving, and decision-making skills.
6. Excellent communication and interpersonal skills to effectively convey complex financial information to non-financial associates.
7. Ability to work in a fast-paced environment, manage multiple tasks simultaneously, and meet deadlines.
8. Self-starter with a high level of initiative and the ability to work independently as well as part of a team.

Join us and you'll be part of a dedicated, driven team that's committed to achieving excellence. We look forward to reviewing your application!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.