Strategic FP&A Analyst: Budgets, Forecasts & Insights

Caiready; United States; On-site; USD 80,000 - 110,000; Full time

Job summary

CAI is seeking an FP&A Analyst to support financial planning, forecasting, and management reporting as the company scales globally. You will translate financial and operational data into clear insights for Finance leadership and business partners, driving budgeting, variance analysis, and KPI dashboards.

The role collaborates with Accounting and BI teams to automate recurring analysis and deliver strategic decision support across the organization.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field required.
• Typically 2–4 years of experience in finance, accounting, FP&A, data analytics, or related role.
• Strong Excel, financial modeling, analytical mindset, and clear written/verbal communication.
• Experience with ERP systems (Sage preferred), planning tools, and Power BI or similar.

Responsibilities

• Support annual budget, rolling forecast, long-range plan, and scenario modeling.
• Prepare monthly/quarterly reports showing revenue, gross margin, EBITDA, cash flow, and KPIs.
• Perform variance analysis and explain drivers, risks, and opportunities.
• Build/maintain financial models for resource planning, project profitability, and cash flow.
• Collaborate with Accounting to reconcile reporting to financial statements.
• Support FP&A systems and dashboards, validate data, and KPI definitions.
• Assist with acquisition reporting, Day 1 reporting, and post-close analysis.
• Provide ad hoc analysis for Finance leadership and business partners.

Skills

Excel skills

Financial modeling

Analytical curiosity

Attention to detail

Clear communication

Education

Bachelor’s degree in Finance/Accounting/Economics/Business Analytics or related field

Tools

Sage ERP

Power BI

Job description

CAI is seeking an FP&A Analyst to support financial planning, forecasting, and management reporting as the company scales globally. You will translate financial and operational data into clear insights for Finance leadership and business partners, driving budgeting, variance analysis, and KPI dashboards.

The role collaborates with Accounting and BI teams to automate recurring analysis and deliver strategic decision support across the organization.