FP&A Analyst

Overview

We are seeking a detail-oriented and ambitious FP&A Analyst to join the finance team of one of our clients. This role will be critical in supporting weekly, monthly, and quarterly reporting processes, ensuring data accuracy, and maintaining financial models that guide decision-making across the organization. The ideal candidate is a strong Excel user, a self-starter, and someone who thrives in a fast-paced, feedback-driven environment. This position offers significant growth opportunities for individuals looking to expand their expertise in financial planning and analysis.
Key Responsibilities

Weekly

• Update and maintain the cash model, ensuring alignment to the correct week.
• Import transaction data and refresh Planful data inflows.
• Prepare weekly Capex reports for project management discussions.
• Refresh overhead reports by class and accounts, ensuring accuracy for departmental and roll-up reporting.
• Adjust Planful templates as required to ensure proper data inflows.

Monthly

• Update and distribute the project financial performance Excel file for the operations team.
• Update monthly fuel costs Excel and PowerPoint reports for review with the energy team.
• Maintain Planful statistical accounts (mileage, vehicles under management, billings, headcount, debt & leases) and upload to Planful.

Quarterly

• Prepare Capex forecast reports, comparing project-level capex across current and prior forecasts.

General

• Perform reconciliations and ensure data cleanliness across systems.
• Deliver timely, high-quality reports.
• Collaborate closely with the FP&A team to support near-term cash flow forecasting, long-term planning, and treasury functions.
• Take ownership of assigned tasks and progressively expand responsibilities based on performance (from data entry and reporting to analysis and independent report generation).

Requirements (Must-Have)

• Advanced Excel skills (data manipulation, pivot tables, complex formulas, report building).
• Strong attention to detail and ability to handle manual data processes accurately.
• Self-starter with an ambitious mindset, capable of working independently.
• Ability to deliver work on time and meet deadlines in a fast-paced environment.
• Strong communication skills and openness to feedback.
• Ability to work in any U.S. time zone (remote position).

Nice to Have

• Experience with Planful (or willingness to learn quickly).
• Familiarity with NetSuite (planning and budgeting).
• Experience with Essbase or Smart View.
• Exposure to ERP or project-based financial systems.
• Experience with tools like Asana or other project management platforms.