FP&A Analyst

Socket.dev; Oklahoma; On-site; USD 70,000 - 110,000; Full time

Job summary

Socket.dev in the United States is seeking an FP&A Analyst to support financial planning, budgeting, forecasting, and performance reporting. You will leverage advanced Excel and financial modeling to translate data into actionable insights for leadership.

You will develop KPI frameworks, prepare monthly reporting packages, and assist in annual budgeting and quarterly forecasts. Partnering with the CFO and Controller, you will drive strategic decisions and improve visibility into financial

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3–5 years FP&A or financial analysis experience.
• Advanced Excel skills with formulas, modeling and data automation.
• Strong financial modeling capabilities (3-statement models, KPI frameworks).
• Ability to communicate financial insights clearly to leadership.
• Strong analytical, organizational and problem-solving skills.

Responsibilities

• Develop, maintain, and optimize complex financial models for forecasting, budgeting and scenario analysis.
• Lead KPI development, tracking, and reporting for performance management.
• Prepare monthly financial reporting packages, variance analyses, and dashboards.
• Support annual budgeting and quarterly forecasting, including data consolidation.
• Partner with the Controller on close insights, trend analysis, and reporting improvements.
• Assist in long-range planning, capital planning, and cash flow modeling.
• Provide analytical support for strategic initiatives and cost optimization.
• Ensure accuracy and integrity of financial data for reporting and modeling.

Skills

FP&A experience

Advanced Excel

Financial modeling

KPI analysis

Data analysis

Education

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

Tools

NetSuite

Power BI

Tableau

Job description

About the role

• The FP&A Analyst supports Westwin Elements’ financial planning, budgeting, forecasting, and performance reporting activities. This role requires advanced Excel capabilities, strong financial modeling skills, and the ability to translate data into actionable insights. The FP&A Analyst partners closely with the CFO and Controller to develop KPIs, support strategic decision‑making, and enhance financial visibility across the organization.

What you'll do

• Develop, maintain, and optimize complex financial models to support forecasting, budgeting, and scenario analysis.
• Lead KPI development, tracking, and reporting to support operational and strategic performance management.
• Prepare monthly financial reporting packages, variance analyses, and management dashboards.
• Support annual budgeting and quarterly forecasting cycles, including data consolidation and departmental coordination.
• Partner with the Controller on financial close insights, trend analysis, and reporting improvements.
• Assist in long‑range planning, capital planning, and cash flow modeling.
• Provide analytical support for strategic initiatives, cost optimization, and investment decisions.
• Ensure accuracy, consistency, and integrity of financial data used for reporting and modeling.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 3-5 years of FP&A or financial analysis experience.
• Extensive Excel skills, including advanced formulas, modeling, and data automation.
• Strong financial modeling capabilities (3‑statement models, sensitivity analysis, KPI frameworks).
• Ability to communicate financial insights clearly to leadership.
• Strong analytical, organizational, and problem‑solving skills.

Preferred Qualifications

• Public company FP&A or SEC-reporting environment experience (strong plus, not required).
• Experience with ERP or BI tools (NetSuite, Power BI, Tableau, etc.).