Senior Analyst, Financial Planning & Analysis

Jobtailor; Plano (TX); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in Plano, TX is seeking an FP&A Analyst to analyze data across forecasting, budgeting, and performance metrics. You will support senior management with in-depth analyses, prepare financial packages, and develop models to guide strategic decisions.

Ideal candidates have 2–3 years of P&L experience, strong accounting knowledge, and proficiency with accounting software and MS Office. This is a full-time on-site role requiring precision and clear communication.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• 2–3 years of P&L analysis experience with accounting basics.
• Strong analytical and communication skills required.
• Experience using accounting software and MS Office Suite essential.

Responsibilities

• Analyze data on financial forecasts, budgeting, variance analysis, and special projects.
• Support FP&A Manager with financial consulting and strategic support.
• Prepare financial packages and presentations for leadership.
• Conduct routine analytical reviews of financial and operational performance.

Skills

Financial Forecasting

P&L Analysis

Budgeting

Analytical Skills

Accounting Software

Revenue Analysis

Expense Analysis

Financial Modeling

Variance Analysis

Performance Management

Business Intelligence

Reporting

Forecasting

Verbal Communication

Written Communication

Self-Motivated

Organizational Skills

Creative Thinking

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

CPA

Tools

Microsoft Excel

PowerPoint

Outlook

Accounting Software

Job description

• Analyze data on the company’s financial forecasts, annual budgeting process, operating plan variance analysis, and special projects
• Support the Manager of FP&A with financial consulting and strategic support
• Conduct routine analytical reviews of company financial and operational performance
• Prepare financial packages and presentations
• Perform revenue and expense analyses
• Support senior management, region leaders, and Practice Leaders with in-depth analyses
• Meet with practice leads to discuss monthly financials and assist with analysis affecting financials
• Analyze current and past trends of key performance indicators, highlighting issues and causes of unexpected variances
• Compile monthly and/or quarterly financial reports
• Assist in annual budgeting and quarterly forecasting processes
• Use performance management tools, business intelligence tools, and dashboard reports for analysis and reporting
• Prepare analyses supporting board and shareholder presentations, senior leadership meetings, and strategic committees
• Support development of budgeting, financial forecasting, operating plan, and modeling tools
• Perform ad-hoc reporting and analysis
• Evaluate processes to drive efficiencies and understand ROI in new acquisitions, practice areas, and international expansions
• Develop financial models and analyses supporting strategic initiatives
• Work with employees and clients in person and via email and telephone
• This role does not have direct reports

Requirements

• Bachelor’s degree (B.A. or B.S.) or equivalent in Accounting or Finance from a four-year college or university
• 2–3 years of related experience in P&L analysis with an understanding of accounting basics required
• Proven strong analytical skills
• Must be articulate with excellent verbal and written communication skills
• Must be self-motivated and have the capacity to work with limited supervision
• Must be able to think creatively, be highly driven, organized, and have the highest standards of accuracy and precision
• Experience using accounting software is required
• Advanced skills in Microsoft® Word, Excel, PowerPoint, Outlook, and Internet navigation and research
• Valid driver's license required
• CPA or Charted Financial Analyst candidate preferred

Core Competencies

Demonstrates strong analytical skills in financial forecasting, budgeting, and performance analysis, with proficiency in accounting software and advanced Microsoft Office tools. Capable of preparing detailed financial reports and presentations to support strategic decision‑making.

Highest-signal resume keywords

• Financial Forecasting
• P&L Analysis
• Budgeting
• Analytical Skills
• Accounting Software

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Revenue Analysis
• Expense Analysis
• Financial Modeling
• Variance Analysis
• Performance Management
• Business Intelligence
• Reporting
• Budgeting Process
• Forecasting

Soft Skills

• Verbal Communication
• Written Communication
• Self-Motivated
• Organizational Skills
• Creative Thinking

Certifications & Qualifications

• Bachelor's Degree in Accounting
• Bachelor's Degree in Finance
• CPA