FINANCIAL PLANNING & ANALYSIS (FP&A) SPECIALIST

The Fischer Group; Erlanger (KY); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Professional Development Training programs

Tuition Reimbursement

Competitive Compensation

401(k) with company matching

Employee Life Insurance

Personal time off

Inclusive Leave

Job summary

A leading financial services firm in Erlanger, Kentucky is seeking a Financial Analyst to provide timely financial reporting and analyses. You will analyze monthly financial results and support budgeting processes while collaborating across teams. The ideal candidate will hold a Bachelor's degree in Finance and have over 3 years of experience in financial planning. Key benefits include professional development programs and competitive compensation.

Qualifications

• 3+ years of experience in a Financial Planning & Analysis role.
• Highly skilled in Excel.

Responsibilities

• Analyze monthly financial results, identifying key variances.
• Support Manager in developing annual budgets and forecasts.
• Evaluate financial statements for economic performance.
• Collaborate with finance team to reconcile data.
• Identify opportunities to optimize financial systems.

Skills

Attention to detail

Collaborative

Problem-solving

Data analysis

Budgeting

Financial modeling

Excel proficiency

Education

Bachelor's Degree in Finance or related field

Job description

Job Summary

As a Financial Analyst within the Accounting and Finance team, you will provide timely and effective financial reporting and analyses to business partners. The most rewarding part of this role is providing detailed data that allows the executive team to facilitate efficient data‑led decision‑making.

Professional Skills and Responsibilities

• Examine data and pay close attention to detail.
• Collaborate effectively across teams to influence decision‑making.
• Identify and address financial issues through problem‑solving and data‑driven decisions.
• Maintain high ethical standards, confidentiality, and sound judgement.

Key Responsibilities

• Analyze monthly financial results (Income Statements, Balance Sheets, Cash Flows, and Operational KPIs), identify key variances and recommend actions for assigned divisions.
• Support Manager in developing annual budgets and quarterly projections, collaborating with division leadership to refine forecasts.
• Evaluate financial statements to identify strengths and weaknesses in economic performance.
• Develop and refine financial models and projections to inform strategic decision‑making.
• Collaborate with the finance team to reconcile data and resolve discrepancies.
• Partner with division leadership to provide insights into profit centers, leading quarterly projections and the annual budgeting process for one or more divisions.
• Identify opportunities to optimize financial systems, improve productivity, and ensure compliance.
• Introduce innovative methods to capture and analyze company, market, and economic data, driving actionable business insights.
• Lead and execute projects with strategic direction from management.
• Actively participate in self‑improvement initiatives and company training programs.

Preferred Qualifications

• Bachelor's Degree with a concentration in Finance or related field.
• Highly skilled in Excel.
• 3+ years of experience in a Financial Planning & Analysis role.

Physical Demands and Work Environment

• Must use verbal communication skills to interact with other associates and customers.
• Must perform repetitive motions and fine motor skills (typing, writing) to operate office supplies.
• Must lift and carry approximately 20–25 lbs unassisted.
• Must sit for long periods of time with occasional reaching and standing.

Benefits

• Professional Development Training programs
• Tuition Reimbursement
• Competitive Compensation
• 401(k) with company matching contributions and profit‑sharing
• Employee Life Insurance
• Personal time off
• Inclusive Leave