Strategic FP&A Analyst | Budgeting, Forecasting & Insights

Kestra PWS; Tempe (AZ); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Full health insurance

Vision insurance

Dental insurance

401(k) plans

Voluntary plans (car insurance, legal services)

Job summary

A leading financial services firm in Tempe, Arizona, is seeking a dynamic Analyst to join their FP&A team. The role involves financial forecasting, performance analysis, and modeling to support key decision-making processes. Candidates should possess strong analytical skills, a bachelor's degree in finance or accounting, and 2+ years of relevant experience. Excellent communication and Excel proficiency are essential. This firm offers comprehensive benefits including health, vision, dental, and a 401(k) plan.

Qualifications

• Bachelor's Degree in Finance or Accounting or related field.
• 2-5 years’ experience using advanced Excel functionality.
• 2+ years’ experience building financial models for C-level.

Responsibilities

• Compile, review, and present monthly financial performance.
• Prepare the annual budget and forecast revisions.
• Provide tactical financial modeling support.
• Deliver monthly reporting on key performance metrics.
• Assist in quarterly reporting to stakeholders.

Skills

Organizational skills

Analytical skills

Interpersonal skills

Advanced PowerPoint proficiency

Data visualization tools familiarity

Education

Bachelor’s Degree in Finance or Accounting

Tools

Excel

Tableau

Power BI

Job description

A leading financial services firm in Tempe, Arizona, is seeking a dynamic Analyst to join their FP&A team. The role involves financial forecasting, performance analysis, and modeling to support key decision-making processes. Candidates should possess strong analytical skills, a bachelor's degree in finance or accounting, and 2+ years of relevant experience. Excellent communication and Excel proficiency are essential. This firm offers comprehensive benefits including health, vision, dental, and a 401(k) plan.