Strategic FP&A Analyst: Forecasting & Insights

CAI; United States; On-site; USD 75,000 - 90,000; Full time

Job summary

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

The role involves collaboration with Accounting, asset and cash flow planning, and acquisition reporting, with opportunities to impact strategic decisions and drive efficiency.

Qualifications

• Bachelor's degree required in a finance-related field.
• 2–4 years of experience in finance, FP&A, data analytics, or related role.
• Strong Excel, financial modeling, and clear written/verbal communication.
• Experience with ERP systems (Sage), Power BI, and project-based environments preferred.

Responsibilities

• Support annual budget, rolling forecast, long-range plan and scenario modeling.
• Prepare monthly/quarterly reporting on revenue, gross margin, EBITDA, cash flow, and KPIs.
• Perform variance analysis and communicate key drivers, risks, opportunities.
• Build/maintain financial models for resource planning, pricing, and investments.
• Collaborate with Accounting to reconcile reporting to financial statements.
• Support FP&A systems, dashboards, KPI definitions, and automation opportunities.
• Assist with acquisition reporting, due diligence, Day 1 reporting, and integration dashboards.
• Prepare ad hoc analyses for Finance leadership and stakeholders.

Skills

Excel

Financial modeling

Analytical thinking

Attention to detail

Communication skills

Education

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

Tools

Power BI

Sage ERP

Job description

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

The role involves collaboration with Accounting, asset and cash flow planning, and acquisition reporting, with opportunities to impact strategic decisions and drive efficiency.