FP&A Analyst: Strategic Budgeting & Forecasting (Hybrid)

CFS; Madison (WI); Hybrid; USD 85,000 - 110,000; Full time

Job summary

CFS in Madison, WI is seeking an experienced FP&A Analyst to strengthen budgeting, forecasting, and organizational planning. This hybrid role blends onsite collaboration with work-from-home flexibility and direct partnership with finance leadership.

The ideal candidate has 6+ years in FP&A, strong Excel modeling, and proven ability to translate financial data into strategic recommendations for cross-functional partners across the nonprofit-friendly organization.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related field.
• 6+ years of experience in FP&A, financial analysis, accounting, or a related finance function.
• Strong experience with budgeting, forecasting, financial reporting, and variance analysis.
• Advanced Excel skills with the ability to analyze large data sets and build financial models.
• Strong communication skills and the ability to present financial information to both finance and non-finance stakeholders.
• Experience with ERP systems and reporting tools; nonprofit experience is a plus but not required.

Responsibilities

• Prepare and analyze monthly financial reports, dashboards, and management reporting packages.
• Lead budgeting, forecasting, and financial planning processes across the organization.
• Perform variance analysis and provide actionable recommendations to leadership.
• Develop and maintain financial models to support strategic and operational decision-making.
• Partner with finance and operational leaders to monitor performance and identify opportunities for improvement.
• Support ongoing process improvements and reporting efficiencies within the finance function.

Skills

Budgeting

Forecasting

Financial reporting

Variance analysis

Advanced Excel

Communication

Education

Bachelor's degree in Accounting or Finance

Tools

ERP systems

Reporting tools

Job description

CFS in Madison, WI is seeking an experienced FP&A Analyst to strengthen budgeting, forecasting, and organizational planning. This hybrid role blends onsite collaboration with work-from-home flexibility and direct partnership with finance leadership.

The ideal candidate has 6+ years in FP&A, strong Excel modeling, and proven ability to translate financial data into strategic recommendations for cross-functional partners across the nonprofit-friendly organization.