Senior FP&A Analyst — Strategic Budgeting & Forecasting

UPMC; Pittsburgh (Allegheny County); On-site; USD 75,000 - 110,000; Full time

Job summary

UPMC in Pittsburgh seeks a Finance Analyst to conduct and document complex financial analysis projects. Responsibilities include budgeting, forecasting, trend analyses, and GAAP-based transaction classification to support senior management decisions.

Requirements include a Bachelor's in finance or related field with at least three years of relevant experience; CPA/MBA is preferred. Strong Excel and PeopleSoft skills are essential for this role.

Qualifications

• Bachelor's degree in finance or related field is required.
• Minimum of three years of related work experience; five years with a HS diploma.
• CPA or MBA is preferred; strong forecasting and budgeting experience required.

Responsibilities

• Compile, consolidate and review all business unit budgets for accuracy and reasonableness.
• Develop financial reports for forecasting, trending and results analyses.
• Perform complex statistical, cost and financial analysis on projected results.
• Classify financial transactions per GAAP and prepare analyses for decision makers.
• Utilize PeopleSoft GL and Financial Reporting systems for key reports.
• Analyze data to project financial performance and recommend budget adjustments.
• Coordinate with the Manager, FP&A on annual budget process and weekly forecasts.
• Communicate with executives and various levels of personnel on financial matters.

Skills

Forecasting

Budgeting

Financial analysis

Excel

Communication

PeopleSoft

Education

Bachelor's degree in finance or related field

CPA or MBA preferred

High School Diploma/GED + 5 years related experience

Tools

PeopleSoft General Ledger

Job description

UPMC in Pittsburgh seeks a Finance Analyst to conduct and document complex financial analysis projects. Responsibilities include budgeting, forecasting, trend analyses, and GAAP-based transaction classification to support senior management decisions.

Requirements include a Bachelor's in finance or related field with at least three years of relevant experience; CPA/MBA is preferred. Strong Excel and PeopleSoft skills are essential for this role.