Senior FP&A Analyst

Platform Accounting Group; Holladay (UT); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Career advancement

Training & development

Competitive compensation

401(k)

Medical benefits

Firm sponsored continuing education

Job summary

Platform Accounting Group in Utah is seeking a Senior FP&A Analyst to join our team. You will analyze financial data to guide business strategies and support planning across multiple departments.

You will build financial models, forecast and budget, partner with cross-functional teams to close monthly results, and develop KPIs to track profitability and growth.

Qualifications

• 3–5 years of progressive experience in Finance/FP&A.
• Bachelor’s degree in finance, accounting, or related field from an accredited university.
• Experience in a fast-growing company with multiple subsidiaries and business lines.
• Self-driven with ability to collaborate with stakeholders on process improvements.
• Strong FP&A experience in budgeting, forecasting, month-end close, reporting, and modeling.

Responsibilities

• Financial point of contact for key stakeholders across subsidiaries and functions.
• Create financial models, including forecasting, budgeting, and long-range planning.
• Partner with finance and cross-functional teams to support month-end close and variance analysis.
• Analyze monthly results and trends; provide risk and opportunity assessments.
• Refine data systems to track performance and enhance reporting insights.
• Develop KPIs to track growth initiatives and profitability improvements.
• Build strong relationships with cross-functional teams and subsidiaries.
• Present to senior management and other leaders; support strategic initiatives.

Skills

Financial analysis

Forecasting

Budgeting

Cross-functional collaboration

Problem solving

Education

Bachelor’s degree in finance, accounting, or related field

Tools

Excel

NetSuite

NetSuite Planning and Budgeting

Job description

Description

Due to continuing growth, we are seeking an Senior FP&A Analyst to join our team. The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and financial planning. This role requires cross-functional collaboration with multiple departments across the organization.

Job Type

Full-time

Description

Due to continuing growth, we are seeking an Senior FP&A Analyst to join our team. The Senior FP&A Analyst will assist in analyzing financial data to guide business strategies and financial planning. This role requires cross-functional collaboration with multiple departments across the organization.

Who we are:

Platform Accounting Group is a rapidly growing professional services firm providing tax, accounting, assurance, IT consulting, and soon to be wealth management services to small and medium sized businesses and their owners. We currently have 50+ offices in 15 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer. Enjoy a professional and dynamic work environment while making work/life balance a priority.

What you will do:

• Financial point of contact for key stakeholders across multiple subsidiaries/functions – providing guidance on performance, pricing, KPIs and ad-hoc analytics


• Create financial models, including forecasting, budgeting, and long-range planning to support decision-making.


• Partner with extended finance & cross-functional teams to support month-end close, performance review, variance analysis on actuals vs. budgets.


• Analyze monthly results and/or trending data to support the monthly estimate and include risk and opportunity assessments.


• Refine data systems and tools to track performance, provide reporting solutions and enhance operational insights.


• Develop key highlights/KPIs to track growth initiatives and identify areas of improvements in profitability and cost productivity.


• Build outstanding and effective relationships with cross-functional teams and different business subsidiaries.


• Managing annual Budgeting, Forecasting, and long range-range financial planning process


• Presenting to senior management, directors, and other key leadership figures


• Analyzing past financial performance, prepare competitor analysis, and examine market trends along with commentary for management.


• Providing financial insights and projections to the accounting team

What we look for:

• 3-5 years of progressive experience and demonstrated growth in Finance/FP&A positions.


• Bachelor’s degree in finance, accounting, or a related field from an accredited university


• Experience working in a fast-growing company with multiple subsidiaries and business lines.


• Self-driven with proven ability to collaborate with multiple stakeholders in making process improvements and implementation of new operational processes.


• Strong FP&A experience in budgeting, forecasting, month end close, reporting, and advanced financial modeling skills.


• High degree of project organization and efficiency with demonstrated attention to details


• Superior analytical and problem-solving skills with a focus on attention to detail while delivering against tight deadlines.


• Strong people skills; comfortable and skilled at working with Operations and office leaders with quantifiable examples of driving desired results


• Strong project management and organizational skills


• Self-starter with the ability to motivate team members and provide direction


• Ability to prioritize workload and manage multiple projects and tasks to best support company strategic initiatives and long-term targets.


• Keen attention to detail working with large data sets.


• Experience with NetSuite and NetSuite Planning and Budgeting a plus


• Proficient in Excel

What we offer:

• Opportunity for advancement within a rapidly growing professional services firm


• Ongoing informal and formal training and development


• Competitive compensation


• 401(k) and medical benefits


• Firm sponsored continuing education.