Strategic FP&A Analyst: Budgeting, Forecasting & Insights

Colonial Group; Orlando (FL); On-site; USD 85,000 - 115,000; Full time

Job summary

Colonial Group is seeking an FP&A Analyst to provide financial guidance and maintain integrity across budgeting, forecasting, and financial reporting. You will deliver data-driven insights, support senior leadership with liquidity planning, and enable informed decisions through advanced analytics and modeling.

The role requires strong accounting knowledge, business acumen, and experience with ERP and BI tools, with emphasis on healthcare payer or financial services environments.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business Administration required; Master’s Degree strongly preferred.
• 5+ years’ progressive FP&A experience in a similar size or larger organization; healthcare payer or financial services industry preferred.

Responsibilities

• Execute on the budget and budget forecast processes with guidance to leadership.
• Consolidate annual budget and quarterly forecasts to inform accountability and stewardship measures.
• Develop and maintain budgeting tools and processes.
• Maintain planning tools and processes, participating in system migrations and enhancements.
• Collaborate with and inform accounting and financial planning team members.
• Provide analysis of financial performance (P&L, Balance Sheet, Cash Flow, KPIs).
• Direct the preparation and analysis of cash flow forecasts and liquidity scenarios; identify funding needs.
• Develop financial programs with variance and trend analysis; support strategic opportunities and pricing decisions.
• Prepare financial statements, KPI reporting, and variance explanations to inform decisions.
• Perform scenario planning to measure risk and test resilience of business decisions.
• Collaborate with Business Analytics and department leaders to align assumptions.

Skills

Business Acumen

Financial Systems

Planning & Organizing

Financial Analysis

Financial Accounting

Data Modeling

Communication

Education

Bachelor’s degree in Finance, Accounting, Economics, or Business Administration

Master’s Degree (preferred)

Tools

Power BI

Tableau

Copilot

Claude

Datarails

Job description

Colonial Group is seeking an FP&A Analyst to provide financial guidance and maintain integrity across budgeting, forecasting, and financial reporting. You will deliver data-driven insights, support senior leadership with liquidity planning, and enable informed decisions through advanced analytics and modeling.

The role requires strong accounting knowledge, business acumen, and experience with ERP and BI tools, with emphasis on healthcare payer or financial services environments.