Financial Planning & Analysis Analyst

Freddie Mac; United States; Remote; USD 80,000 - 110,000; Full time

Job summary

A leading company in the finance sector is seeking an FP&A Analyst to collaborate with various teams on financial reporting and analysis. Candidates should possess a Bachelor's degree in Accounting or Finance and have 3-5 years of relevant experience in financial analysis. The role involves commercial analysis, financial modeling, and automating reporting processes. Strong analytical skills, proficiency in Excel, and familiarity with analytics tools like PowerBI or Tableau are essential for success.

Benefits

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k, IRA)

Life Insurance (Basic, Voluntary & AD&D)

Paid Time Off (Vacation, Sick & Public Holidays)

Family Leave (Maternity, Paternity)

Short Term & Long Term Disability

Training & Development

Work From Home

Qualifications

• 3-5 years of recent financial accounting experience.
• High proficiency in Excel and advanced modeling skills.
• Experience with financial and ERP systems is a plus.

Responsibilities

• Conduct commercial analysis using internal and external data.
• Enhance financial models and assess business risks.
• Prepare routine financial reports and automate reporting.

Skills

Analytical skills

Attention to detail

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

Excel

PowerBI

Tableau

NetSuite

Salesforce

Job description

The FP&A Analyst will report to the FP&A Director. Responsibilities include assisting the Director with ensuring the accurate compilation, analysis, reporting of financial data, business planning, budgets and various account responsibilities as assigned. In addition, this position will work closely with Revenue Operations and Go-To-Market teams to assist with forecasting, pipeline management, commercial data and other business reporting as needed.

We are looking for someone who demonstrates:
• Initiative, energy, passion and focus
• Streamlined, thoughtful and disciplined execution
• Commitment to continuous improvement
• Detail Oriented
• Relentless drive to achieve results

Requirements

ESSENTIAL JOB FUNCTIONS

• Conduct Commercial analysis using internal and external data (i.e. customer, revenue, product, market, industry) to derive insights to help inform and drive business decisions.

• Coordinate with Finance and Sales to support accurate financial reporting and approvals on behalf of the organization.
• Enhance and build detailed financial models, uncover trends and assess current and future business risks and opportunities.
• Support special project requests as necessary, merger and acquisition activity, new accounting pronouncements, etc.
• Develop insights into revenue performance by synthesizing large amounts of information from multiple sources and applications.
• Preparation of routine and/or automated (daily, weekly, monthly, quarterly or annual) commercial, financial and operations reports and analysis.
• Assist with automating monthly reporting packages for management.
• Identify and implement process improvements automating manual processes.
• Ad-hoc projects as directed by the FP&A Director and other Executives.
• Other duties as assigned.

QUALIFICATIONS AND SKILLS

• Bachelor's degree in Accounting or Finance preferred; equivalent experience or another degree will be considered. CPA or CFA is a plus.

• 3-5 years of recent financial accounting experience. Software industry experience is a plus.
• High level of proficiency in all productivity tools (Excel, Word, and PowerPoint); Advanced Excel modeling skills required.
• Strong analytical skills with the ability to collect, manipulate, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
• Experience with Analytics tools such as PowerBI, Tableau is a plus
• Fundamental understanding of Subscription-as-a-Service (SaaS) business model.
• Basic understanding of ASC-606 vs. ASC-605 accounting standards is a plus.
• Systems experience with NetSuite, Salesforce or other comparable financial and ERP systems is a plus.
• Ability to think independently, perform own research on issues and come up with suggested resolutions to be presented to manager.
• Excellent typing skills, strong grammar and spelling abilities.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home