FP&A Analyst: Budgeting, Forecasting & Expense Insights

Phaxis; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Phaxis is seeking a Financial Planning & Analysis Analyst to support financial reporting, budgeting, expense management, and performance analysis in New York. You will collaborate with finance leadership and business stakeholders to evaluate results, monitor spending, and improve reporting processes.

The role emphasizes monthly performance analysis, recurring reporting, and participation in annual budgeting and forecasting activities to guide spending priorities and financial decisions.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related discipline.
• At least one year of experience in financial analysis, FP&A, budgeting, or a related finance function preferred.
• Foundational understanding of accounting principles and financial reporting
• Proficiency in Microsoft Excel and familiarity with PowerPoint and Word.

Responsibilities

• Analyze monthly financial performance, investigate variances against budget, and summarize key findings for management.
• Develop recurring financial reports and provide commentary on expense trends, business performance, and changes against established targets.
• Support annual budgeting and ongoing forecasting activities, partnering with business leaders to evaluate financial needs and spending priorities.
• Assist with regional expense planning and allocation methodologies, assessing the financial impact of changes and monitoring results against expectations.
• Track budget performance across business units, identify potential cost efficiencies and investment opportunities, and maintain reporting on progress toward financial objectives.
• Contribute to daily revenue reporting and periodic expense and headcount updates for finance leadership.
• Review financial data for accuracy, strengthen reporting controls, and identify opportunities to streamline or automate existing processes.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Excel proficiency

PowerPoint familiarity

Word familiarity

Communication

Education

Bachelor's degree in Finance or Accounting

Tools

Microsoft Excel

PowerPoint

Word

Job description

Phaxis is seeking a Financial Planning & Analysis Analyst to support financial reporting, budgeting, expense management, and performance analysis in New York. You will collaborate with finance leadership and business stakeholders to evaluate results, monitor spending, and improve reporting processes.

The role emphasizes monthly performance analysis, recurring reporting, and participation in annual budgeting and forecasting activities to guide spending priorities and financial decisions.