Senior FP&A Analyst: Forecasts, Models & Insights

Libertas Funding; Greenwich (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

Libertas Funding, based in Greenwich, CT, is seeking a Senior Analyst for Financial Planning and Analysis to partner with the CFO and analytics advisor to forecast, model, and analyze financial results. The role emphasizes building forecasting processes, variance analysis, and presenting insights to senior management.

The position also focuses on developing automated reporting tools, conducting market research, and maintaining up-to-date financial knowledge to support strategic growth

Qualifications

• High proficiency in financial modeling techniques.
• Strong fluency with Excel Formulas and Functions.
• Strong analytical and data gathering skills.
• Experience in quantitatively heavy roles.
• Ability to present to senior executives and work with ambiguity.
• Self-starter with excellent interpersonal communication.
• Good business acumen and strong written/oral communication.
• Comfort working independently and with executive-level management.
• Experience in corporate finance or asset management preferred.

Responsibilities

• Own the financial planning and forecast processes.
• Enhance the routine periodic forecast process.
• Analyze past results, perform variance analysis, identify trends and improvements.
• Collaborate with accounting to ensure accurate reporting.
• Provide trend analysis and forecast recommendations for optimization.
• Develop automated reporting/forecasting tools.
• Conduct market research, data mining, and valuation comps.
• Create forecasts and financial models to support valuation and planning.
• Address ad hoc investor requests and present to executives.

Skills

Financial modeling

Excel formulas

Data analysis

Communication skills

Executive presentation

Self-starter

Business acumen

Ambiguity tolerance

Interpersonal skills

Quantitative analysis

Education

Bachelor's Degree in Accounting, Finance, Economics, or Statistics

CPA preferred

Job description

Libertas Funding, based in Greenwich, CT, is seeking a Senior Analyst for Financial Planning and Analysis to partner with the CFO and analytics advisor to forecast, model, and analyze financial results. The role emphasizes building forecasting processes, variance analysis, and presenting insights to senior management.

The position also focuses on developing automated reporting tools, conducting market research, and maintaining up-to-date financial knowledge to support strategic growth