Strategic FP&A Partner: Insights, Forecasting & Growth

Intellivo; Creve Coeur (MO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Comprehensive medical, dental, and vis

401(k) retirement plan with company

Paid time off and holidays

Life insurance and disability coverage

Employee Assistance Program

Health Savings Account with company

Job summary

Intellivo is seeking a strategic Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role drives business insights, supports decision-making, and enhances financial performance across the organization.

The ideal candidate has a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations and partner with cross-functional leaders.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 5+ years of FP&A, corporate finance, or business analysis experience.
• Proficiency in Excel, PowerPoint, and financial modeling techniques.

Responsibilities

• Lead annual budgeting, quarterly forecasting, and long-range planning with business unit leaders.
• Develop and maintain dynamic financial models for strategic initiatives and resource allocation.
• Analyze variances between actuals, budgets, and forecasts to identify trends, risks, and opportunities.
• Prepare monthly/quarterly financial reports and dashboards for executives and the board.
• Collaborate cross-functionally with operations, sales, marketing, and HR to support planning and performance.
• Monitor KPIs, business drivers, and industry trends to inform decisions.
• Provide financial input into pricing, investments, and capital planning.
• Recommend process improvements and automation for FP&A processes.

Skills

Financial modeling

Budgeting

Forecasting

Business partnership

Analytical skills

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CPA/CMA preferred

Tools

Power BI

NetSuite

Excel

PowerPoint

Job description

Intellivo is seeking a strategic Senior Financial Planning & Analysis Analyst (FP&A) to join our finance team. This role drives business insights, supports decision-making, and enhances financial performance across the organization.

The ideal candidate has a strong foundation in financial modeling, budgeting, forecasting, and business partnership, with the ability to distill complex data into actionable recommendations and partner with cross-functional leaders.