Junior FP&A Analyst: Budgeting, Forecasting & KPIs

Jobtailor; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Dallas seeks an FP&A Analyst to support budgeting, forecasting, and consolidation across business units. You will track inputs, coordinate timelines, and prepare first-draft outputs for leadership review.

Responsibilities include building and maintaining financial models, performing variance and trend analyses, delivering regular reports and dashboards, and supporting planning and decision-making with data-driven insights.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or related field.
• 2+ years of FP&A, finance, accounting, or related analytical role.
• Strong Excel skills, including pivot tables and lookups.
• Understanding of financial statements (P&L, cash flow).
• Strong analytical and problem-solving skills with attention to detail.
• Effective communication and ability to present data clearly.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Eagerness to learn, take initiative, and grow within FP&A.
• Self-motivated and able to work independently or in a team.

Responsibilities

• Support annual budgeting and ongoing forecasting across assigned business units.
• Track submissions, coordinate inputs, and manage timeline logistics.
• Consolidate BU inputs into standardized formats.
• Assist in maintaining financial models and related automation efforts.
• Perform initial variance, trend analyses, and data pulls.
• Prepare first draft outputs for SFA review.
• Prepare regular financial reports for internal stakeholders and automate recurring deliverables.
• Maintain reporting tools (Adaptive Insights) and inputs (actuals, headcount).
• Assist in developing KPI dashboards and tracking performance metrics.
• Support long-range planning and strategic initiatives through analysis and research.
• Help automate processes and update documentation.
• Perform ad hoc analyses to support team and business needs.

Skills

Financial Modeling

Data Analysis

Variance Analysis

Trend Analysis

Financial Reporting

Excel Pivot Tables

Lookups

Understanding Of Financial Statements

Budgeting

Forecasting

Automation

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Adaptive Insights

Job description

Jobtailor in Dallas seeks an FP&A Analyst to support budgeting, forecasting, and consolidation across business units. You will track inputs, coordinate timelines, and prepare first-draft outputs for leadership review.

Responsibilities include building and maintaining financial models, performing variance and trend analyses, delivering regular reports and dashboards, and supporting planning and decision-making with data-driven insights.