FP&A Analyst - Financial Services: Growth & Insights

Ledgent Finance & Accounting

Fort Lauderdale (FL)

On-site

USD 85,000 - 120,000

Full time

9 days ago

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Job summary

Ledgent Finance & Accounting in Fort Lauderdale, FL seeks an FP&A Analyst to join our finance team. The role emphasizes financial modeling, budgeting, forecasting, performance analysis, and management reporting to support strategic decisions.

You will partner with senior leadership to develop forecasts, analyze results, and drive business performance in a fast-paced financial services environment. Strong analytical and communication skills are essential.

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 in Financial Services (banking, wealth/investment management, insurance, fintech, lending).
Strong understanding of financial statements, budgeting, forecasting and analysis.
Advanced Excel skills with financial modeling, pivots, lookups, scenario analysis.
Experience with ERP and financial planning tools.
Ability to interpret and communicate complex financial information to finance and non-finance stakeholders.
Strong analytical, problem-solving and organizational skills.
Attention to detail and ability to manage multiple priorities in deadlines.

Responsibilities

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