Strategic FP&A Analyst — Forecasting & Insights

Leslie Prince

Fort Lauderdale (FL)

On-site

USD 70,000 - 90,000

Full time

5 days ago

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Job summary

Leslie Prince seeks a highly analytical FP&A Analyst to join our Finance team in Fort Lauderdale, Florida. The role focuses on financial modeling, budgeting, forecasting, performance analysis, and management reporting to support strategic decision-making and drive business performance.

You will partner with senior leadership to develop forecasts, analyze results, identify trends, and deliver insights that guide long-range planning and decision-making in a fast-paced financial services

Qualifications

Bachelor's degree in Finance, Accounting, Economics, or related field.
3-5+ years of FP&A, Corporate Finance, or Financial Analysis experience.
Minimum 2 years of experience within the Financial Services industry, including banking, wealth management, investment management, insurance, fintech, specialty finance, or lending organizations.
Strong understanding of financial statements, budgeting, forecasting, and financial analysis.
Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookup functions, and scenario analysis.
Experience working with ERP systems and financial planning tools.
Ability to interpret and communicate complex financial information to both finance and non-finance stakeholders.
Exceptional analytical, problem-solving, and organizational skills.
Strong attention to detail and ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

Prepare monthly, quarterly, and annual forecasts, budgets, and strategic plans.
Analyze financial performance against budget, forecast, and prior periods, providing meaningful variance explanations and recommendations.
Develop and maintain complex financial models to support business planning, growth initiatives, profitability analysis, and investment decisions.
Partner with business leaders to evaluate key financial metrics, operational drivers, and strategic opportunities.
Create and distribute executive-level reporting packages, dashboards, and presentations for senior management.
Support month-end and quarter-end close processes through reporting, accrual analysis, and financial review activities.
Monitor revenue, expenses, profitability, and key performance indicators across business segments.
Perform ad hoc analysis to support business initiatives, capital allocation decisions, and operational improvements.
Assist in long-range planning, scenario modeling, and sensitivity analysis.
Collaborate with Accounting, Operations, Treasury, Risk, and Compliance teams to ensure consistency and accuracy of financial reporting.
Identify opportunities for process improvement, automation, and enhanced financial reporting capabilities.
Support financial due diligence, regulatory reporting initiatives, and strategic projects as needed.