FP&A Analyst

DRB Capital; Boca Raton (FL); On-site; USD 65,000 - 75,000; Full time

Job summary

DRB Capital is seeking a Financial Analyst to support financial planning, forecasting, budgeting, reporting, and business analysis. You will partner with Finance and leaders to deliver reporting, models, variance analyses, and insights, while advancing FP&A, modeling, and analytics skills.

The role emphasizes collaboration in a specialized services environment with exposure to pricing, profitability analysis, and Power BI enhancements. Prior FP&A experience is valued.

Qualifications

• Bachelor's degree in a related field required; MBA or advanced degree preferred.
• Advanced Excel skills with PivotTables and lookup functions.
• Strong analytical and financial modeling abilities.
• Experience with large data sets; attention to detail and deadlines.
• 1–3 years of FP&A or related analytical experience.

Responsibilities

• Prepare monthly, quarterly, and annual financial reports.
• Support budgeting, forecasting, and long-range planning.
• Perform variance analyses vs. budget and prior periods.
• Develop and maintain financial models for forecasting and profitability.
• Analyze trends, KPIs, and operational drivers.
• Prepare presentations for management.
• Assist with pricing and profitability analyses.
• Support Power BI dashboard and report improvements.
• Conduct ad hoc analyses and special projects.

Skills

Advanced Excel

Financial modeling

Data analysis

Analytical thinking

Education

Bachelor's degree in Finance/Accounting/Economics/Business Administration/Mathematics

Tools

Power BI

PivotTables

Excel

Job description

DRB Capital is one of America's most trusted purchasers of structured settlement and annuity payments. With decades of industry experience, we help individuals access the support they need when waiting for future payments is not an option.

Our team has been involved in the structured settlement industry since its early days, giving us deep expertise and a strong understanding of the people we serve. We are passionate about creating cash solutions that help customers navigate important financial decisions with confidence, care, and transparency.

At DRB Capital, our work is more than transactions — it is about helping people move forward. We take pride in combining industry knowledge, responsive service, and a customer-first approach to deliver meaningful solutions for individuals.

For applicants, DRB Capital offers the opportunity to join an experienced, collaborative team in a specialized services industry where your work can make a real impact.

Job Summary / Objective

The Financial Analyst supports financial planning, forecasting, budgeting, reporting, and business analysis activities. This role partners with Finance and business leaders to deliver reporting, financial models, variance analyses, and actionable insights. The analyst contributes to decision-making while continuing to develop advanced FP&A, modeling, and business analytics skills.

Duties & Responsibilities

• Assist in preparing monthly, quarterly, and annual financial reporting packages.
• Support budget, forecast, and long-range planning processes.
• Perform variance analysis against budget, forecast, and prior periods.
• Assist in developing and maintaining financial models used for forecasting and profitability analysis.
• Analyze trends, KPIs, and operational drivers.
• Prepare presentations for management.
• Assist with pricing and profitability analysis.
• Support Power BI dashboard and report improvements.
• Perform ad hoc analyses and special projects.

Qualifications

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Mathematics, or a related field required. MBA, accounting certification, or advanced degree preferred but not required.

Skills / Certifications

Advanced Excel skills, including PivotTables, lookup and reference functions, and data analysis

Strong analytical, problem-solving, and financial modeling abilities

Strong attention to detail; and the ability to manage multiple deadlines

Experience working with large data sets or using AI tools is a plus but not required

Quick learning ability and self-motivation are highly valued

Professional Experience

1-3 years of experience in FP&A, financial analysis, corporate finance, banking, accounting, business analytics, or a related analytical role.

Experience with budgeting, forecasting, reporting, financial modeling, and variance analysis, financial services experience is a plus but not required.

The pay range for this role is:

65,183 - 74,960 USD per year (Headquarters)