Financial Planning & Analysis Analyst

Sky Zone

FP&A Analyst

POSITION OVERVIEW

We are seeking a talented and dynamic Financial Planning & Analysis (FP&A) Analyst to join our team. This individual will play a crucial role in driving financial performance and strategic decision-making through insightful analysis, forecasting, and reporting. The FP&A Analyst will collaborate closely with various departments to provide actionable insights that contribute to the achievement of our company's financial objectives. This role will report to the Vice President of Finance.

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred.
• 5+ years of experience in financial planning and analysis, preferably in a fast-paced corporate environment or management consulting firm.
• Multi-unit experience desired, but not required.
• Strong proficiency in Excel and other financial modeling, forecasting and analytical tools (e.g., Excel, SQL, Tableau, Power BI).
• Solid understanding of accounting principles, financial statements, and key performance metrics.
• Excellent communication and presentation skills, with the ability to distill complex financial concepts into clear and actionable insights.
• Detail-oriented with a passion for accuracy and data integrity.
• Proven ability to thrive in a collaborative, cross-functional team environment and manage multiple priorities effectively.

RESPONSIBILITIES

Financial Planning, Budgeting and Forecasting:

• Responsible for the annual budgeting process which includes working cross functionally to produce a comprehensive budget and rolling forecasts to support the business.
• Develop and maintain comprehensive financial models to support budgeting, forecasting, and long-term strategic planning.
• Analyze historical financial data, industry trends, and operational metrics to generate accurate forecasts and identify areas for improvement.
• Assist in the preparation of annual budgets, quarterly forecasts, and monthly variance analyses.

Business Performance Analysis:

• Conduct in-depth analysis of key business drivers, including revenue, expenses, margins, and profitability.
• Identify trends, opportunities, and risks to provide actionable insights that drive business performance improvements.
• Ability to work cross functionally to develop tools to assist and guide operational efficiencies.
• Work closely with the organization on ROI analysis.

Financial Reporting and Analysis:

• Prepare and distribute timely and accurate financial reports, including monthly management reporting packages, variance analyses, and ad-hoc reports as required.
• Assist in the preparation of board presentations, investor materials, and other external reporting requirements.
• Ensure compliance with GAAP and internal accounting policies in all financial analyses and reports.

Strategic Planning Support:

• Support strategic initiatives and special projects by providing financial analysis, scenario modeling, and business case development.
• Assist in evaluating potential investments, acquisitions, and other strategic opportunities through financial due diligence and valuation analysis.
• Collaborate with cross-functional teams to develop strategic plans and initiatives aligned with the company's goals and objectives.

Continuous Improvement:

• Proactively identify opportunities to streamline processes, improve data integrity, and enhance the efficiency and effectiveness of financial planning and analysis activities.
• Stay abreast of industry best practices, emerging trends, and technological advancements in FP&A to drive continuous improvement and innovation.

PHYSICAL REQUIREMENTS

• Position requires employee to remain in a stationary position while working from a computer for extended periods of time.

Compensation ranges from $90-110k based on qualifications and experience. Competitive benefits package includes medical, dental, vision, and 401k with company match.