Senior Financial Planning Analyst

Primary Recruiting Services; Atlanta (GA); On-site; USD 84,000 - 104,000; Full time

Benefits offered by this job

401k match

3 weeks PTO

Healthcare options

Annual bonus

Job summary

An established industry player is seeking a skilled Sr. FP&A Analyst to join their dynamic finance team. This role offers a unique opportunity to work closely with senior leadership and contribute to key financial processes. You'll be responsible for managing monthly P&L, budgeting, and forecasting, while collaborating across teams to drive strategic initiatives. With a strong promote-from-within culture, this company provides excellent growth potential and a supportive environment for career advancement. If you're ready to take the next step in your finance career, this opportunity is perfect for you.

Qualifications

• 4-8 years of FP&A experience with strong P&L and forecasting skills.
• Experience in IT finance and cloud computing is essential.

Responsibilities

• Oversee monthly P&L statements and ensure accurate reporting.
• Collaborate with IT and business leaders on financial goals.

Skills

Financial Analysis

Budgeting

Forecasting

Data Analysis

Communication Skills

Analytical Skills

Education

Bachelor's degree in Finance

CPA or CFA preferred

Tools

Excel

PeopleSoft

IBM Planning Tools

Job description

Direct message the job poster from Primary Recruiting Services

Manager of Executive Recruiting | Southeast Division | ATL - NSH - CHA

Sr. FP&A Analyst

Location: The Battery, Atlanta, GA - 3 Days Hybrid

Salary: $84,000 - $104,000 + 7.5% Annual Bonus

Benefits: 401k match, 3 weeks PTO, Healthcare options

Position Overview:

We are seeking a highly skilled and motivated Sr. FP&A Analyst to join a dynamic and growing team within a large, well-established organization. This role offers excellent exposure to senior leadership, with significant potential for career advancement within 18-24 months.

The successful candidate will be an integral part of the finance team, managing key financial processes, collaborating with business and IT leaders, and driving strategic initiatives.

Key Responsibilities:

• Monthly P&L Management: Oversee the preparation and analysis of monthly Profit & Loss statements, ensuring accurate reporting and tracking of accruals and forecasting.
• Forecasting & Budgeting: Assist in developing and managing the company's financial forecasts and budgets, with a focus on aligning business units with overall financial goals.
• Tracking IT Projects: Work closely with IT and business leaders to track and manage IT-related projects, ensuring alignment with financial goals and accurate reporting.
• Collaboration Across Teams: Collaborate with senior business leaders, including those in IT and finance, to provide insights, financial analysis, and guidance on strategic initiatives.
• Data Analysis & Reporting: Analyze financial data, identify trends, and present key findings to senior management to support decision-making and business planning.
• Leadership Exposure: Work directly with senior leadership, gaining exposure and visibility within the organization. Be part of a high-potential team aimed at future leadership roles.

Qualifications:

• Experience: 4-8 years of experience in FP&A, with a strong background in monthly P&L, accruals, forecasting, and financial analysis.
• IT & Finance Knowledge: Experience working with IT finance, including understanding of IT capitalizations and cloud computing (development, expenses, and revenue recognition).
• Systems Proficiency: Experience with Excel, PeopleSoft (or similar ERP systems), and financial planning tools (e.g., IBM Planning Tools).
• Education: Bachelor's degree in Finance, Accounting, Economics, or related field; CPA or CFA preferred.
• Strong Analytical & Communication Skills: Ability to analyze financial data, present findings to senior leadership, and adapt communication style to various stakeholders (e.g., business leaders, IT teams, VPs).

Company Selling Points:

• Promotional Opportunities: The team is in a transitional phase, with opportunities for promotion and career growth within 18-24 months.
• Team Culture: A supportive and collaborative environment with great learning opportunities and development.
• Growth Potential: The company has a strong promote-from-within culture and is focused on grooming leaders for future positions.

How to Apply:

Interested candidates should submit their resume and cover letter detailing their qualifications and interest in the role.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Business Development

Industries

• Transportation, Logistics, Supply Chain and Storage and Wholesale