Hybrid FP&A Analyst: Forecasting & Dashboards

Jobot

Olde West Chester (OH)

Hybrid

USD 70,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, vision

401K match

HSA/FSA

Hybrid work schedule

Growth opportunities

PTO & paid holidays

Job summary

Jobot is seeking a Financial Planning and Analysis (FP&A) Analyst for a permanent hybrid role in Ohio. The position focuses on forecasting, budgeting, and financial modeling to support business decisions.

Responsibilities include budgeting, variance analysis, KPI tracking, and producing financial reports with advanced Excel and Tableau dashboards. A minimum of 5 years in financial analysis and a Bachelor's in Finance/Accounting/Business are required.

Qualifications

Bachelor's degree in Finance, Accounting, Business or related field.
5+ years of experience in financial analysis, budgeting and forecasting.
Proficiency in Tableau and Advanced Excel.
Strong understanding of financial reporting, variance analysis and KPIs.
Excellent analytical, problem-solving and communication skills.

Responsibilities

Assist in annual budgeting process and monthly forecasting.
Conduct variance analysis to identify trends and evaluate performance against budget.
Develop and maintain KPIs to monitor financial health and business performance.
Prepare financial reports and provide recommendations to management.
Create and update Tableau dashboards to visualize financial data and trends.
Perform ad hoc financial analyses to support strategic initiatives.
Collaborate with cross-functional teams for timely monthly reporting.