FINANCIAL PLANNING AND ANALYSIS (FP & A) PROFESSIONAL

AG FinTax; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

AG FinTax is seeking a Financial Planning & Analysis (FP&A) Professional to join our finance team. The role focuses on budgeting, forecasting, financial modeling, and business analysis to support executive decision-making and drive performance.

The candidate will build annual budgets with BU heads, develop long-term growth models, and deliver market and competitor insights to leadership. Strong analytical skills and strategic thinking are essential.

Qualifications

• Experience in budgeting, forecasting, financial modeling, and business analysis.
• Ability to provide strategic insights for executive decision-making.
• Proven track record of improving business performance.

Responsibilities

• Work with Business Unit heads to build annual budgets and forecasts.
• Develop models to project long-term growth and identify key drivers.
• Deliver competitor analyses, market trends, and leadership commentary.
• Analyze financial and operational results to assess performance.
• Provide timely business analytics.
• Communicate performance drivers to senior management.
• Offer insights into cost reduction and revenue opportunities.
• Review processes to recommend productivity improvements.
• Evaluate budgets and expenditures to plan future budgets.

Skills

Budgeting

Forecasting

Financial modeling

Business analysis

Job description

FINANCIAL PLANNING AND ANALYSIS (FP & A)PROFESSIONAL

We are looking for a Financial Planning & Analysis (FP&A) Professional to join our growing finance team. The ideal candidate will have experience in budgeting, forecasting, financial modeling, and business analysis, with the ability to provide strategic insights that support executive decision-making and improve business performance.

Responsibilities

• Work with Business Unit heads to build their annual budgets and forecasts
• Producing models to project long term growth anddeterminethe impacting business factors
• Delivery of competitor analysis, markettrendsand associated commentary to the Leadership team
• Analysing financial and operational results to better understand company performance
• Conductingtimelyand relevant business analytics.
• Communicate to senior management the reasons behind the product/department performance and results
• Provide detailed analysis and commentary on cost centre results
• Reviewing operations and recommending new productivity or cost saving initiatives
• Reviewing existing processes and procedures to develop recommendations for improvement efforts
• Evaluatingpreviousbudgets, expenditures to develop and implement future budgets
• Communicating results and recommendations to senior management for improvements that will lead to cost reduction, revenue generation and streamlining operations
• Provide insights to senior management around financial modelling, forecasts, and profitability