Strategic FP&A Pro: Budgets, Forecasts & Insights

AG FinTax; United States; On-site; USD 80,000 - 120,000; Full time

Job summary

AG FinTax is seeking a Financial Planning & Analysis (FP&A) Professional to join our finance team. The role focuses on budgeting, forecasting, financial modeling, and business analysis to support executive decision-making and drive performance.

The candidate will build annual budgets with BU heads, develop long-term growth models, and deliver market and competitor insights to leadership. Strong analytical skills and strategic thinking are essential.

Qualifications

• Experience in budgeting, forecasting, financial modeling, and business analysis.
• Ability to provide strategic insights for executive decision-making.
• Proven track record of improving business performance.

Responsibilities

• Work with Business Unit heads to build annual budgets and forecasts.
• Develop models to project long-term growth and identify key drivers.
• Deliver competitor analyses, market trends, and leadership commentary.
• Analyze financial and operational results to assess performance.
• Provide timely business analytics.
• Communicate performance drivers to senior management.
• Offer insights into cost reduction and revenue opportunities.
• Review processes to recommend productivity improvements.
• Evaluate budgets and expenditures to plan future budgets.

Skills

Budgeting

Forecasting

Financial modeling

Business analysis

Job description

AG FinTax is seeking a Financial Planning & Analysis (FP&A) Professional to join our finance team. The role focuses on budgeting, forecasting, financial modeling, and business analysis to support executive decision-making and drive performance.

The candidate will build annual budgets with BU heads, develop long-term growth models, and deliver market and competitor insights to leadership. Strong analytical skills and strategic thinking are essential.