FP&A Analyst

Socket.dev; Boca Raton (FL); On-site; USD 65,000 - 90,000; Full time

Job summary

Socket.dev is seeking a Financial Analyst to support planning, forecasting, budgeting, reporting, and business analysis. 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. The position emphasizes FP&A proficiency, variance analysis, KPI tracking, and Power BI dashboard enhancements,

Qualifications

• 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.
• Advanced Excel skills, including PivotTables, lookup and reference functions, and data analysis.
• Strong analytical, problem-solving, and financial modeling abilities.
• Effective communication skills and attention to detail; ability to manage multiple deadlines.
• Experience working with large data sets or using AI tools is a plus but not required.

Responsibilities

• Prepare monthly, quarterly, and annual financial reporting packages.
• Support budgeting, forecast, and long-range planning processes.
• Perform variances against budget, forecast, and prior periods.
• Develop and maintain 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.

Skills

Advanced Excel

Data analysis

Financial modeling

Analytical thinking

Communication skills

Detail-oriented

Multitasking

AI tools experience

Education

Bachelor's degree in Finance, Accounting, Economics, Business Administration, Mathematics, or a related field

MBA or advanced degree preferred but not required

Tools

Power BI

Job description

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
• Effective communication skills
• 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.