Senior Analyst, Financial Planning and Analysis

.css-1baulvz{display:inline-block;}; United States; On-site; USD 90,000 - 130,000; Full time

Job summary

A leading company is seeking a highly analytical and detail-oriented Senior FP&A Analyst to join their Finance team. This role involves shaping financial strategy and supporting business leaders with reliable data and analysis. The ideal candidate should have strong financial modeling skills and experience with budgeting and forecasting.

Benefits

Full benefits package including Paid Time Off (PTO)

Medical, dental, vision coverage

401(k) with match

Robust EAP and wellness program

Qualifications

• 5+ years of progressive experience in FP&A and/or corporate finance, accounting or related area.
• General knowledge of accounting, financial, operational and budgeting principles.
• Ability to manage multiple tasks and adapt in a changing, fast-paced environment.

Responsibilities

• Provide FP&A finance support to the accounting teams related to productivity and demand planning.
• Dive deeply into financial data and become a subject matter expert.
• Analyze monthly financial results and provide variance explanations.

Skills

Financial modeling

Data analysis

Attention to detail

Communication skills

Organizational skills

Education

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

Tools

Microsoft Excel

Power BI

Budgeting and reporting tools

Job description

About ComPsych

ComPsychⓇ is the worldwide leader in organizational mental health, well-being, and absence management, dedicated to igniting human potential in workplaces across the globe. For over 40 years, we have combined the best in technology with unmatched human expertise to help individuals and their organizations thrive. Our GuidanceResourcesⓇ and AbsenceResourcesⓇ solutions deliver end-to-end mental health, well-being, work-life, health navigation, and absence support to more than 75,000 customers worldwide, touching more than 160 million lives across 200 countries. Visit compsych.com to find out why 40% of the Fortune 500 choose ComPsych for their mental health and absence management needs.

Job Summary

We are seeking a highly analytical and detail-oriented Senior FP&A Analyst to join our Finance team. This role plays a key part in shaping financial strategy, driving performance insights and supporting business leaders with reliable data and analysis to support strategic decision-making. The ideal candidate will have strong financial modeling skills, experience with budgeting and forecasting and the ability to translate complex data into actionable recommendations. This position will report to the Chief Financial Officer.

Primary Responsibilities

• Provide FP&A finance support to the accounting teams related to productivity, demand planning, reporting, and metrics in a timely manner
• Identify and understand business challenges; propose and create solutions
• Partner directly with the finance team and operations groups to collaborate on metrics, goals and business reviews
• Dive deeply into financial data and become a subject matter expert to provide additional insights
• Analyze monthly financial results, compare actuals to budget/forecast and provide variance explanations
• Work on corporate projects and initiatives that impact the entire organization
• Create presentations that provide insightful analysis, identify required action items, and effectively frame decisions to be made
• Prepare and present management reports and dashboards for executive leadership and stakeholders
• Identify and research variances to forecast, budget, and prior-year expenses, proactively identifying opportunities for improvement
• Develop and maintain effective relationships with business partners and cross-functional teams at all levels of the organization
• Support strategic initiatives by providing financial insights and evaluating business cases, investments, and cost saving opportunities
• Enhance FP&A processes and reporting tools to improve efficiency and accuracy
• Other duties as assigned

Job Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or a related field
• 5+ years of progressive experience in FP&A and/or corporate finance, accounting or related area
• General knowledge of accounting, financial, operational and budgeting principles
• Experience developing financial reports and metrics
• Excellent time management and organizational skills
• Strong business acumen data analysis skills with the ability to synthesize large datasets
• Highly proficient with Microsoft Excel and other data and calculation software(s); experience with Power BI, budgeting and reporting tools such as Adaptive Insights, MS Board or others, and workforce management systems, such as Genesys
• Strong Word and PowerPoint skills
• Superior attention to detail and ability to successfully manage multiple competing priorities while maintaining a view of the big picture
• Strong customer orientation
• Ability to manage multiple tasks and adapt to a changing, fast-paced environment
• Excellent communication and interpersonal skills, with a track record of building successful partnerships with the ability to interact with various management levels
• Demonstrated ability to influence others through effective verbal and written communication

Benefits and Perks

• Full benefits package, including Paid Time Off (PTO), medical, dental, vision, 401(k) with match, robust EAP, wellness program, and much more
• Competitive pay with annual increases

EEO

ComPsych is an equal opportunity employer. All applicants will be considered for employment regardless of race, color, age, genetics, religion, gender, sexual orientation, gender identity, national origin, disability or protected veteran status and any other characteristic protected by federal, state or local laws. ComPsych Corporation maintains a drug free workplace.