Financial Planning Analyst

The Keller Group; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

The Keller Group is seeking an FP&A Analyst to join a lean finance team in Arizona. You will own monthly sales and revenue analysis and partner with sales leadership to understand revenue drivers.

You will also lead OPEX and ratio analysis, supporting budgeting, forecasting, modeling, and ROI analysis as the finance function matures. In this role you will work within an established BI environment to surface insights, turn questions into well-reasoned answers, and contribute to strategic

Qualifications

• Degree in accounting, finance, or related analytical field preferred, or 2+ years of FP&A/analytical experience.

Responsibilities

• Own monthly sales and revenue analysis to identify drivers and inform leadership decisions.
• Lead OPEX and ratio analysis month over month, including variable vs fixed cost analysis.
• Support monthly reporting and act as a go-to analytical partner across the business.

Skills

Financial analysis

Budgeting & forecasting

ROI analysis

Data interpretation

BI tools

Cross-functional collaboration

Education

Bachelor's degree in accounting or finance

Job description

Our client, a growing and privately held company has engaged The Keller Group to identify a FP&A Analyst to strengthen and elevate its FP&A function. This is a rare ground-floor opportunity to join a lean finance team in an entrepreneurial environment where your analysis directly informs leadership decisions and you can put your fingerprint on how things are built.

Only candidates who currently live in Arizona will be considered for this role.

What you'll do

• You’ll own monthly sales and revenue analysis, digging into sales and product to understand where revenue is coming from and why, in close partnership with the sales leadership team.
• You’ll lead OPEX and ratio analysis on a month-over-month basis, including variable-versus-fixed cost analysis, to give leadership a clear read on the drivers behind the numbers.
• You’ll support the monthly reporting cycle and serve as a go-to analytical partner across the business, turning open-ended questions into clear, well-reasoned answers.
• You’ll contribute to budgeting, forecasting, modeling, and ROI analysis as the finance function continues to mature.
• You’ll work within an established BI environment, manipulating and interpreting data to surface insights.

What we’re looking for

• A degree in accounting, finance, or a related analytical field is preferred, or a couple of years of hands-on, demonstrated FP&A or analytical experience in its place.
• This is a finance-first role, so genuine financial acumen and a working understanding of how a budget, forecast, model, or ROI actually gets built matters more than pure technical or data-tool skills.
• Resourcefulness and self-sufficiency are essential - someone with the tenacity to research a question independently, form a point of view, and move forward with confidence.
• A collaborative, ownership-minded approach and comfort operating in a flat, fast-moving environment where you interact easily with all levels of the organization.
• Candidates coming out of public accounting or audit who are eager to move into operational, hands-on FP&A are encouraged to apply.