Senior FP&A Analyst: Forecasting, Budgeting & Insights

CTDI; West Chester (Chester County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Weekly pay every Thursday

Monthly Incentive Bonus

Health insurance

Vision insurance

401(k)

Life insurance

Disability insurance

Employee assistance program

Flexible spending account

Job summary

CTDI is seeking a Senior FP&A Analyst to conduct quantitative analyses of budgets, expenses, and financial projects. The role collects and analyzes financial information for the business unit to report on progress against goals and models future performance.

The analyst will support cash flow, P&L forecasting, and invoicing processes, working closely with branch management to drive accurate budgeting and financial reporting. Join a family-oriented team with strong benefits.

Qualifications

• 2-3+ years’ experience in a financial role.
• Proficiency with Oracle, MS Excel and MS Access.
• Technical expertise in data models, database design, data mining and segmentation.
• Strong knowledge of reporting packages and analytical skills.
• Adept at queries, report writing and presenting findings.

Responsibilities

• Analyze cash flow, expenditures, revenue, depreciation, and investments to guide actions.
• Perform daily profit and loss forecasting and analysis.
• Monitor the financial inventory control process.
• Collaborate with branch management on annual budgeting.
• Monitor client invoicing, AP, and AR for accuracy and prepare invoices.
• Build databases and develop queries for financial reports.
• Analyze key metrics like 3rd party expenses and order activity trends.

Skills

Analytical skills

Query writing

Data mining

Reporting

Financial analysis

Budgeting

Matrix teamwork

Education

Bachelor's degree in Accounting/Finance or related field

Tools

Oracle

MS Excel

MS Access

Job description

CTDI is seeking a Senior FP&A Analyst to conduct quantitative analyses of budgets, expenses, and financial projects. The role collects and analyzes financial information for the business unit to report on progress against goals and models future performance.

The analyst will support cash flow, P&L forecasting, and invoicing processes, working closely with branch management to drive accurate budgeting and financial reporting. Join a family-oriented team with strong benefits.