FP&A Analyst II: Budgeting, Forecasting & Dashboards

Exeter Finance; Texas; On-site; USD 59,000 - 81,000; Full time

Job summary

Exeter Finance is seeking an FP&A professional to support budgeting, forecasting, and variance analysis across the organization. You will use data analytics and reporting tools to improve financial transparency and drive informed decisions, collaborating with cross‑functional teams to strengthen performance and efficiency.

Responsibilities include month‑end close support, variance analysis, monthly dashboards, and the development of annual budgets and quarterly forecasts, with a focus on

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2–4+ years of FP&A, corporate finance, or related analytical roles.
• Experience with budgeting, forecasting, financial modeling, and management reporting.
• Intermediate Excel and basic SQL skills.
• Strong understanding of accounting and financial statements (P&L, balance sheet, cash flow).
• Excellent analytical, problem-solving, and communication skills.
• Ability to manage multiple tasks and deadlines with accuracy and attention to detail.
• Strong organizational skills and ability to work independently and collaboratively.

Responsibilities

• Partner with Accounting during month-end close to accruals and review general ledger activity.
• Reconcile forecast-to-actual variances and provide detailed variance analysis.
• Prepare monthly reporting packages including dashboards and executive summaries.
• Support development of annual budgets and quarterly forecasts, ensuring accuracy and timeliness.
• Extract and analyze financial and operational data using SQL and other enterprise systems.
• Enhance reporting processes and templates to improve efficiency and data integrity.
• Automate recurring workflows using Excel, SQL, and FP&A tools to streamline operations.
• Assist with enhancements to financial planning systems and analytics capabilities.
• Collaborate with business partners to provide insights and recommendations for performance improvements.
• Other duties as assigned.

Skills

SQL

Financial analysis

Forecasting

Budgeting

Education

Bachelor's degree in Finance

Tools

Excel

Job description

Exeter Finance is seeking an FP&A professional to support budgeting, forecasting, and variance analysis across the organization. You will use data analytics and reporting tools to improve financial transparency and drive informed decisions, collaborating with cross‑functional teams to strengthen performance and efficiency.

Responsibilities include month‑end close support, variance analysis, monthly dashboards, and the development of annual budgets and quarterly forecasts, with a focus on