Financial Planning & Analysis Analyst

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

Job summary

Socket.dev is seeking an FP&A Analyst to support budgeting, forecasting, and financial modeling. You will work closely with finance, accounting, and business teams to provide data-driven insights for strategic decisions and improved profitability.

The role emphasizes scenario planning, KPI tracking, and cross-functional collaboration to drive operational efficiency in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field.
• 1-4 years of experience in financial planning and analysis, corporate finance, or a similar role.
• Strong proficiency in Microsoft Excel (financial modeling, pivot tables, VLOOKUP, etc.).
• Experience with financial planning tools (Hyperion) and ERP systems (Netsuite).
• Familiarity with data visualization tools (Power BI, Tableau) is a plus.
• Excellent verbal and written communication skills.
• Ability to work with cross-functional teams and senior leadership.
• CPA, CFA, or MBA (or working towards certification) is a plus.

Responsibilities

• Assist in budgeting and forecasting processes.
• Develop financial models to support planning and strategic initiatives.
• Prepare reports, dashboards, and KPI analyses for senior management.
• Collaborate with cross-functional teams to deliver financial insights.
• Support M&A, capital expenditure analyses, and strategic projects; drive process improvements.

Skills

Analytical thinking

Communication

Adaptability

Detail-oriented

Cross-functional teamwork

Education

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

Tools

Excel

Hyperion

Netsuite

Power BI

Tableau

Job description

Description

The FP&A Analyst excels at supporting financial decision-making by collecting, analyzing, and interpreting financial data. This role involves budgeting, forecasting, financial modeling, and performance analysis to help the organization achieve its strategic and financial goals. The FP&A Analyst works closely with finance, accounting, and business teams to provide insights that drive efficiency and profitability.

Requirements

Financial Planning & Forecasting:

• - Assist in preparing annual budgets, quarterly forecasts, and long-term financial plans.
• - Analyze variances between actual and forecasted financial results, providing explanations and recommendations.

Financial Modeling & Analysis:

• - Develop financial models to support business planning, investment decisions, and strategic initiatives.
• - Conduct scenario and sensitivity analyses to assess risks and opportunities.

Performance Reporting & KPI Tracking:

• - Prepare and maintain financial reports, dashboards, and presentations for senior management.
• - Track and analyze key performance indicators (KPIs) to monitor business performance.

Business Partnering & Decision Support:

• - Collaborate with cross-functional teams to support financial analysis needs.
• - Provide data-driven insights and recommendations to improve operational efficiency and profitability.
• -Capital expenditure analysis and forecasting to assist in cash flow tracking and decision making.

Ad Hoc Analysis & Special Projects:

• - Support M&A, capital expenditure analysis, and other strategic projects as needed.
• - Assist in automation and process improvement initiatives within the finance function.

Qualifications & Skills:

Education:

Bachelor’s degree in Finance, Accounting, or a related field.

Experience:

1-4 years of experience in financial planning and analysis, corporate finance, or a similar role.

Technical Skills:

• - Strong proficiency in Microsoft Excel (financial modeling, pivot tables, VLOOKUP, etc.).
• - Experience with financial planning tools (e.g., Hyperion) and ERP systems (e.g., Netsuite).
• - Familiarity with data visualization tools (e.g., Power BI, Tableau) is a plus.

Analytical & Problem-Solving Skills:

• - Ability to interpret complex financial data and provide meaningful insights.
• - Strong attention to detail and accuracy.

Communication & Collaboration:

• - Excellent verbal and written communication skills.
• - Ability to work effectively with cross-functional teams and senior leadership.

Adaptability & Initiative:

• - Ability to work in a fast-paced environment and manage multiple priorities.
• - Proactive and self-motivated with a desire to drive continuous improvement.

Preferred Qualifications:

• - CPA, CFA, or MBA (or working towards certification) is a plus.