Strategic FP&A Analyst: Drive Insightful Action & Growth

Codex; West Palm Beach (FL); On-site; USD 85,000 - 110,000; Full time

Job summary

Codex is seeking a Financial Planning & Analysis professional to help build an insight-to-action finance organization in Florida. You will support budgeting, forecasting, reporting, financial modeling, and performance analysis while partnering with leaders across Sales, Operations, Supply Chain, Purchasing, HR, and Finance.

The role requires analytical, detail-oriented candidates who can translate financial data into clear, practical recommendations and drive business actions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 3–5 years of FP&A, financial analysis, accounting, or related analytical role.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Advanced Microsoft Excel skills and comfort with large data sets.
• Experience preparing management reporting, dashboards, or executive-level summaries.
• Ability to interpret financial statements and connect results to operational drivers.
• Strong communication skills and ability to explain concepts to non-finance stakeholders.
• Attention to detail and ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Support annual budget, quarterly reforecast, and long-range planning with models, templates, assumptions, and variance analysis.
• Analyze revenue, gross margin, operating expenses, working capital, and cash flow trends to identify risks and opportunities.
• Develop and maintain financial models, scenario analyses, and decision-support tools for pricing, inventory, and investments.
• Prepare monthly/quarterly reporting packages, dashboards, and executive summaries explaining outcomes and actions.
• Partner with leaders to understand drivers and connect financial results to business actions.
• Support KPI standardization, reporting governance, and data quality improvements.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Excel proficiency

Dashboards

Executive summaries

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics

Tools

Power BI

VENA

SQL

ERP systems

Job description

Codex is seeking a Financial Planning & Analysis professional to help build an insight-to-action finance organization in Florida. You will support budgeting, forecasting, reporting, financial modeling, and performance analysis while partnering with leaders across Sales, Operations, Supply Chain, Purchasing, HR, and Finance.

The role requires analytical, detail-oriented candidates who can translate financial data into clear, practical recommendations and drive business actions.