FP&A Analyst

Ledgent-Finance-; Fort Lauderdale (FL); On-site; USD 144,000 - 176,000; Full time

Job summary

Ledgent-Finance- in Fort Lauderdale, FL is seeking an FP&A Analyst to join our growing finance team. The role focuses on financial modeling, budgeting, forecasting, and management reporting to support strategic decision-making and drive business performance.

The FP&A Analyst will partner with senior leadership to deliver insights, develop forecasts, and support long-range planning in a fast-paced financial services environment. Strong Excel skills and ERP experience are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3-5+ years FP&A, Corporate Finance, or Financial Analysis experience.
• Minimum 2 years in Financial Services industry (banking, wealth management, etc.).
• Strong understanding of financial statements, budgeting, forecasting, and analysis.
• Advanced Excel skills including modeling, pivots, lookups, and scenario analysis.
• Experience with ERP systems and planning tools.
• Ability to communicate complex financial information to stakeholders.
• Analytical, problem-solving, and organizational skills.

Responsibilities

• Prepare monthly, quarterly, and annual forecasts, budgets, and strategic plans.
• Analyze performance vs budget/forecast with variance explanations.
• Develop and maintain financial models for planning and profitability analysis.
• Partner with leaders to evaluate metrics, drivers, and opportunities.
• Create executive-level reporting packages and dashboards.
• Support month-end/quarter-end close with accrual analysis.
• Monitor revenue, expenses, profitability, and KPIs across segments.
• Conduct ad hoc analyses for capital allocation and initiatives.
• Assist in long-range planning, scenario modeling, and sensitivity analysis.
• Collaborate with Accounting, Treasury, Risk, and Compliance teams.

Skills

Financial modeling

Budgeting

Forecasting

Financial analysis

ERP systems

Excel

Stakeholder communication

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Tableau

Adaptive Planning

Hyperion

Anaplan

Oracle

NetSuite

Workday

Job description

Salary: USD160000 - USD160000 per year

We are seeking a highly analytical and detail-oriented FP&A Analyst to join our growing Finance team in Fort Lauderdale, Florida. The ideal candidate will have experience within the Financial Services industry and possess a strong background in financial modeling, budgeting, forecasting, performance analysis, and management reporting. This role will partner closely with senior leadership and business stakeholders to deliver insights that support strategic decision-making and drive business performance.

The FP&A Analyst will play a critical role in developing forecasts, analyzing financial results, identifying trends, and supporting long-term business planning initiatives within a fast-paced financial services environment.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial forecasts, budgets, and strategic plans.
• Analyze financial performance against budget, forecast, and prior periods, providing meaningful variance explanations and recommendations.
• Develop and maintain complex financial models to support business planning, growth initiatives, profitability analysis, and investment decisions.
• Partner with business leaders to evaluate key financial metrics, operational drivers, and strategic opportunities.
• Create and distribute executive-level reporting packages, dashboards, and presentations for senior management.
• Support month-end and quarter-end close processes through reporting, accrual analysis, and financial review activities.
• Monitor revenue, expenses, profitability, and key performance indicators across business segments.
• Perform ad hoc analysis to support business initiatives, capital allocation decisions, and operational improvements.
• Assist in long-range planning, scenario modeling, and sensitivity analysis.
• Collaborate with Accounting, Operations, Treasury, Risk, and Compliance teams to ensure consistency and accuracy of financial reporting.
• Identify opportunities for process improvement, automation, and enhanced financial reporting capabilities.
• Support financial due diligence, regulatory reporting initiatives, and strategic projects as needed.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3-5+ years of FP&A, Corporate Finance, or Financial Analysis experience.
• Minimum 2 years of experience within the Financial Services industry, including banking, wealth management, investment management, insurance, fintech, specialty finance, or lending organizations.
• Strong understanding of financial statements, budgeting, forecasting, and financial analysis.
• Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookup functions, and scenario analysis.
• Experience working with ERP systems and financial planning tools.
• Ability to interpret and communicate complex financial information to both finance and non-finance stakeholders.
• Exceptional analytical, problem-solving, and organizational skills.
• Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.

Preferred Qualifications

• MBA, CFA, CPA, or progress toward a professional designation.
• Experience with Power BI, Tableau, Adaptive Planning, Hyperion, Anaplan, Oracle, NetSuite, or Workday.
• Knowledge of financial services KPIs, profitability metrics, regulatory considerations, and industry reporting standards.
• Experience supporting executive leadership teams and board-level reporting