Financial Planning Analyst

Codex; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Codex is seeking an FP&A Analyst to partner with senior leadership in shaping financial strategy, budgeting, forecasting, and long-range planning. This role offers exposure to strategic decision-making, modelling, and KPI reporting across multiple business lines.

The ideal candidate has 2+ years of FP&A experience, strong modelling skills (Vena), and a proactive, detail-oriented mindset with the ability to explain financial insights to non-finance stakeholders.

Qualifications

• 2+ years of FP&A experience.
• Strong financial modelling skills within Vena.
• Experience with budgeting, forecasting, and variance analysis.
• Ability to communicate financial insights clearly to both finance and non-finance stakeholders.
• Detail-oriented with a proactive, problem-solving mindset.

Responsibilities

• Support the annual budgeting and quarterly forecasting processes across multiple business lines.
• Develop and maintain monthly financial and cash flow forecasts, identifying key risks and opportunities.
• Build financial models to support scenario planning, sensitivity analysis, and long-term forecasting.
• Assist with capital allocation projects, investment analysis, and M&A modelling as needed.
• Own weekly KPI and scorecard reporting, ensuring timely and accurate delivery.
• Prepare reporting packages for monthly P&L and budget review meetings.
• Perform variance analysis, identify business trends, and provide actionable insights to leadership.
• Analyze actual performance against budget and forecast, communicating key drivers and recommendations.
• Support the preparation of board presentation materials.

Skills

FP&A

Financial Modelling

Budgeting

Forecasting

Variance Analysis

Stakeholder Communication

Attention to Detail

Tools

Vena

Job description

Are you an analytical finance professional looking to take the next step in your FP&A career? We're partnering with a growing organization looking to add an FP&A Analyst to their finance team. This is an excellent opportunity to work closely with senior leadership, influence key business decisions, and gain exposure to strategic planning, forecasting, and financial modelling.

What You'll Be Doing

Planning & Forecasting

• Support the annual budgeting and quarterly forecasting processes across multiple business lines
• Develop and maintain monthly financial and cash flow forecasts, identifying key risks and opportunities
• Build financial models to support scenario planning, sensitivity analysis, and long-term forecasting
• Assist with capital allocation projects, investment analysis, and M&A modelling as needed
• Own weekly KPI and scorecard reporting, ensuring timely and accurate delivery
• Prepare reporting packages for monthly P&L and budget review meetings
• Perform variance analysis, identify business trends, and provide actionable insights to leadership
• Analyze actual performance against budget and forecast, communicating key drivers and recommendations
• Support the preparation of board presentation materials

Process Improvement

• Identify opportunities to improve FP&A processes, reporting, and automation
• Partner cross-functionally with Finance and operational teams to ensure data accuracy and reporting consistency
• Help drive best practices around financial reporting, data quality, and business intelligence tools

What We're Looking For

• 2+ years of FP&A experience
• Strong financial modelling skills within Vena
• Experience with budgeting, forecasting, and variance analysis
• Ability to communicate financial insights clearly to both finance and non-finance stakeholders
• Detail-oriented with a proactive, problem-solving mindset

Why Join?

• High visibility with senior leadership
• Opportunity to make a meaningful impact on business performance
• Broad exposure across financial planning, strategic analysis, and process improvement