The FP&A Financial Analyst is responsible for conducting financial and economic analyses, developing and preparing the organization's financial plans and budgets, and interpreting financial reports. Working closely with Line of Business Finance Managers, this role provides proactive, insightful financial analysis to enable the Business Unit or Center of Excellence (COE) to reach its short- and long-term strategic and financial objectives. As a P2 level professional, you will apply theoretical knowledge to achieve goals, identify and solve problems in straightforward situations, and prioritize your own work to meet deadlines and deliver quality results.
What you’ll do
Conduct moderately complex financial analyses and reports for department management.
Prepare and analyze financial forecasts, which may include supporting the organization's annual budget process, expense/service fee/staffing forecasts, or statistical reporting.
Analyze and drive results for customer, product, and/or business unit profitability.
Work closely with Management and Sales teams to track pipeline opportunities and prepare accurate sales forecasts.
Analyze and track process improvement initiatives.
Regularly review and disposition suspense reports, taking necessary actions to clear the transactions.
What experience you need
English proficiency B2 or above.
University degree in Finance, Accounting, Economics, Business Administration, or a related field.
2 - 4 years of experience in a finance/accounting-related capacity, specifically in Financial Planning & Analysis.
2+ years Advanced Excel or Google Sheets experience (financial modeling, what-if scenarios).
Solid understanding of profit and loss income statements, accounting principles, and financial forecasting.
What could set you apart
1+ years of Financial systems knowledge (e.g., Oracle Hyperion Planning / Essbase, OBIEE, or similar BI tools).
Proven ability to identify opportunities and creative solutions to improve performance and drive scalable, profitable growth.
Experience interfacing with leadership—digesting, compiling, and presenting complex financial data in a concise manner.
Prior experience working within a global Center of Excellence (COE) or Shared Services environment.
Experience with sales forecasting, pipeline tracking, and analyzing business unit profitability.
Primary Location:
CRI-SabanaCRI-HerediaFunction:
Function - FinanceSchedule:
Full timeSkills Required
- University degree in Finance, Accounting, Economics, Business Administration, or a related field
- 2 - 4 years of experience in a finance/accounting-related capacity, specifically in Financial Planning & Analysis
- 2+ years Advanced Excel or Google Sheets experience
- Solid understanding of profit and loss income statements, accounting principles, and financial forecasting
- 1+ years of Financial systems knowledge (e.g., Oracle Hyperion Planning / Essbase, OBIEE, or similar BI tools)
Equifax Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Equifax Inc. and has not been reviewed or approved by Equifax Inc..
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Retirement Support — Savings programs include a 401(k) with company matching and, in some contexts, profit-sharing or pension components. These are described as solid parts of the total package.
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Parental & Family Support — Programs include paid parental leave for birth and non-birthing parents and adoption assistance. Company materials highlight these benefits as part of a family-supportive offering.
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Flexible Benefits — Multiple medical plan choices, dental and vision options, FSAs/HSAs, and voluntary supplemental coverages enable customization. The company publishes plan summaries and SPDs to help compare cost and coverage by location and tier.
Equifax Inc. Insights
What We Do
At Equifax (NYSE: EFX), we believe knowledge drives progress. As a global data, analytics, and technology company, we play an essential role in the global economy by helping financial institutions, companies, employers, and government agencies make critical decisions with greater confidence. Our unique blend of differentiated data, analytics, and cloud technology drives insights to power decisions to move people forward. Headquartered in Atlanta and supported by nearly 15,000 employees worldwide, Equifax operates or has investments in 24 countries in North America, Central and South America, Europe, and the Asia Pacific region. For more information, visit Equifax.com.
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