Strategic FP&A Analyst – Financial Services

Ledgent-Finance-; Fort Lauderdale (FL); On-site; USD 144,000 - 176,000; Full time

Job summary

Ledgent-Finance- in Fort Lauderdale, FL is seeking an FP&A Analyst to join our growing finance team. The role focuses on financial modeling, budgeting, forecasting, and management reporting to support strategic decision-making and drive business performance.

The FP&A Analyst will partner with senior leadership to deliver insights, develop forecasts, and support long-range planning in a fast-paced financial services environment. Strong Excel skills and ERP experience are required.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 3-5+ years FP&A, Corporate Finance, or Financial Analysis experience.
• Minimum 2 years in Financial Services industry (banking, wealth management, etc.).
• Strong understanding of financial statements, budgeting, forecasting, and analysis.
• Advanced Excel skills including modeling, pivots, lookups, and scenario analysis.
• Experience with ERP systems and planning tools.
• Ability to communicate complex financial information to stakeholders.
• Analytical, problem-solving, and organizational skills.

Responsibilities

• Prepare monthly, quarterly, and annual forecasts, budgets, and strategic plans.
• Analyze performance vs budget/forecast with variance explanations.
• Develop and maintain financial models for planning and profitability analysis.
• Partner with leaders to evaluate metrics, drivers, and opportunities.
• Create executive-level reporting packages and dashboards.
• Support month-end/quarter-end close with accrual analysis.
• Monitor revenue, expenses, profitability, and KPIs across segments.
• Conduct ad hoc analyses for capital allocation and initiatives.
• Assist in long-range planning, scenario modeling, and sensitivity analysis.
• Collaborate with Accounting, Treasury, Risk, and Compliance teams.

Skills

Financial modeling

Budgeting

Forecasting

Financial analysis

ERP systems

Excel

Stakeholder communication

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Tableau

Adaptive Planning

Hyperion

Anaplan

Oracle

NetSuite

Workday

Job description

Ledgent-Finance- in Fort Lauderdale, FL is seeking an FP&A Analyst to join our growing finance team. The role focuses on financial modeling, budgeting, forecasting, and management reporting to support strategic decision-making and drive business performance.

The FP&A Analyst will partner with senior leadership to deliver insights, develop forecasts, and support long-range planning in a fast-paced financial services environment. Strong Excel skills and ERP experience are required.