FP&A Analyst

Ledgent; Fort Lauderdale (FL); On-site; USD 85,000 - 120,000; Full time

Job summary

Ledgent seeks a highly analytical FP&A Analyst in Fort Lauderdale, FL to drive forecasting, budgeting, and performance analysis within a fast-paced financial services environment.

You will partner with senior leadership to deliver insights, build complex models, and support strategic planning and reporting initiatives across business segments.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3-5+ years FP&A or related experience.
• 2+ years in Financial Services industry (banking, wealth management, etc.).
• Strong budgeting, forecasting, and financial analysis.
• Advanced Excel with modeling, pivots, lookups, and scenario analysis.
• Experience with ERP systems and financial planning tools.
• Clear communication of complex financial data to stakeholders.

Responsibilities

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

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Management reporting

Analytical skills

Education

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

Tools

Power BI

ERP systems

Financial planning tools

Job description

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.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.