FP&A Analyst - Strategic Forecasting & Insights

Cagents; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

CAI is seeking an FP&A Analyst to join our finance team in the United States. You will support budgeting, forecasting, variance analysis, and management reporting to drive strategic decision making.

You will translate financial and operational data into clear insights, develop dashboards, and collaborate with cross-functional partners on acquisition-related reporting and continuous improvement initiatives.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field required.
• Typically 2–4 years of experience in finance, accounting, FP&A, data analytics, consulting, or a related analytical role.
• Strong Excel skills, financial modeling ability, analytical curiosity, attention to detail, and clear written and verbal communication are required.
• Experience with ERP systems, planning tools, Power BI or similar reporting platforms, project-based businesses, professional services, or acquisition-driven environments is preferred.

Responsibilities

• Support the annual budget, rolling forecast, long-range plan, and scenario modeling processes by preparing templates, consolidating inputs, validating assumptions, and analyzing financial outcomes.
• Prepare monthly and quarterly reporting materials that explain revenue, gross margin, EBITDA, cash flow, backlog, pipeline, utilization, realization, project margin, working capital, and other key performance drivers.
• Perform variance analysis comparing actual results to budget, forecast, prior periods, and operating expectations, and clearly communicate key drivers, risks, and opportunities.
• Build and maintain financial models that support resource planning, project profitability, pricing analysis, capacity planning, hiring assumptions, cash flow forecasting, and investment decisions.
• Partner with Accounting to understand actual results, ensure reporting accuracy, reconcile management reporting to financial statements, and help explain timing differences or classification issues.
• Support FP&A systems and business intelligence efforts by maintaining report inputs, validating data, updating dashboards, documenting KPI definitions, and identifying opportunities to automate recurring analysis.
• Assist with acquisition-related reporting, including diligence support, Day 1 reporting, synergy tracking, integration dashboards, and post-close performance analysis.
• Prepare ad hoc analysis for Finance leadership, business leaders, investors, lenders, and other stakeholders as needed.

Skills

Excel skills

Financial modeling

Analytical thinking

Attention to detail

Clear communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics

Tools

ERP systems

Power BI

Planning tools

Job description

CAI is seeking an FP&A Analyst to join our finance team in the United States. You will support budgeting, forecasting, variance analysis, and management reporting to drive strategic decision making.

You will translate financial and operational data into clear insights, develop dashboards, and collaborate with cross-functional partners on acquisition-related reporting and continuous improvement initiatives.