FP&A Analyst

Ramsey Solutions; Nashville (TN); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance (HSA eligible match)

401(k) with 4% match

Wellness & counseling reimbursement

On-campus cafe

Dependent care FSA

Cultural activities

Job summary

Ramsey Solutions in Franklin, Tennessee is seeking an FP&A professional to support budgeting, forecasting and reporting for the Ramsey Trusted business unit, focusing on Investing and Tax. You will update financial models, deliver timely reports, and collaborate with teams to analyze opportunities using ROI calculations.

The role emphasizes data-driven storytelling for leadership and staying ahead of market trends to guide strategic decisions.

Qualifications

• 2+ years of FP&A experience.
• Budgeting and forecasting for both revenue and expenses.
• Turn financial data into a clear, helpful story for leaders.
• Able to build, update and improve budget models and reports.
• Created scenario analyses, pro formas or ROI calculations.

Responsibilities

• Support budgeting, forecasting and reporting for the Ramsey Trusted business unit (Investing and Tax).
• Update financial models and provide timely reporting for leadership.
• Partner with teams to evaluate business opportunities through scenario analysis, pro formas and ROI calculations.
• Stay close to the marketplace to inform decisions based on trends and opportunities.

Skills

FP&A experience

Budgeting

Forecasting

Data storytelling

Budget models

Tools

Excel

Job description

Description

Please note that we are unable to sponsor or take over sponsorship of an employment Visa at this time. Applicants must be authorized to work in the U.S.

Please note that we are unable to sponsor or take over sponsorship of an employment Visa at this time. Applicants must be authorized to work in the U.S.

Location:

Franklin, TN - on-site, relocation assistance available, flexible schedules available

Salary:

Range depends on skill level and overall experience.

A Little Bit About Us:

You might know us from our founder and CEO, Dave Ramsey, who’s given no-nonsense money advice on the radio since 1992. Three decades later, Ramsey Solutions is a household name in personal finance, with a mission to change the toxic money culture for good.

Our Mission:

Ramsey Solutions provides biblically based, commonsense education and empowerment that give HOPE to everyone in every walk of life.

Here's a Taste Of Our Benefits

• Health insurance (includes plans eligible for an HSA - with a company match up to $500!)
• 401(k) retirement plan with 4% match/company contribution
• Annual wellness, counseling and grocery membership reimbursement
• On-campus cafe with subsidized pricing for breakfast, lunch and coffee bar
• Dependent care FSA
• Tons of cultural activities, like weekly devotional, leadership development courses, Battle of the Bands, and one epic Christmas party!

Where And How You'd Work

Ramsey Solutions Headquarters is located just outside of Nashville in Franklin, Tennessee. We value our strong, unified company culture because we believe the best work is done together. That's why all of our team members work on-site under the same roof. But work-life balance is also important to us, so we offer flexible work schedules to take the stress out of appointments, family obligations and other needs that may pop up.

While every team member has a designated workspace (with an electronic sit-stand desk), our campus was designed to house a variety of unique work and play zones (e.g., quiet library space, coffee bar lounge areas, recreational game zone, and outside/patio work and break areas).

What You'd Do In This Role

In this role, you'd support budgeting, forecasting and reporting for the Ramsey Trusted business unit, with a focus on Investing and Tax. You'd help drive forecast conversations, update financial models, and provide timely reporting that helps leaders understand revenue, expenses, profitability and business trends. You'd also partner with teams to evaluate business opportunities through scenario analysis, pro formas and ROI calculations. Plus, you'd stay close to the marketplace so the team can make smart decisions based on what's happening now and what's coming next.

You're Probably a Match If

• You have 2+ years of FP&A experience
• You've helped with budgeting and forecasting for both revenue and expenses
• You know how to turn financial data into a clear, helpful story for leaders.
• You're comfortable building, updating and improving budget models and reports.
• You've created scenario analyses, pro formas or ROI calculations to support business decisions.
• You can dig into profitability trends and understand what's driving performance across revenue lines.
• You're curious about the marketplace and can identify the factors that matter most to the business.

What Winning Looks Like

• Budgeting and forecasting conversations are clear, timely and helpful for business unit leaders.
• Revenue and expense reporting is accurate, consistent and supports confident decision-making.
• Budget models are regularly evaluated and improved for efficiency and effectiveness.
• Mid-month and month-end reporting helps tell a clear and trusted story to BU leaders and the CFO.
• Teams are choosing the right business opportunities using data-supported projections and accurate ROI calculations.
• Marketplace reporting keeps the team informed on key trends, risks and opportunities that could impact the business.

Other Stuff To Know

We're looking for people who are passionate about our mission. This isn't just a J-O-B. We experience resistance every day because what we believe is absolutely countercultural. We actually hate debt. We actually cut up our credit cards . . like, for real. Some of us are still fighting our way out of debt, but we aren't going back. If you don't know much about Ramsey Solutions and our founder, Dave Ramsey, we encourage you to download the Ramsey Network mobile app and consume our content.

EOE, including disability/vets

EOE, including disability/vets