Develop and report budgets and forecasts for departments and business areas
Analyze financial and operational data to support decision-making across the business
Prepare monthly reporting, variance analysis, and forward-looking forecasts for senior management
Support profit and loss reporting and explain business performance through clear analysis
Partner with stakeholders across the organization to gather inputs, understand drivers, and improve forecast accuracy
Contribute to annual planning, budgeting, and reforecasting processes
Support special projects through data and information driven analysis, findings, and recommendations
Prepare ad hoc reporting and analysis to support leadership decisions
Help improve FP&A tools, reporting, and processes over time

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
3+ years of experience in FP&A, corporate finance, public accounting, consulting, transaction advisory, or a related field
Hands-on experience with budgeting, forecasting, variance analysis, and financial reporting
Strong Excel skills, including financial modeling and working with large or imperfect data sets
Experience with NetSuite, Looker, or similar ERP and reporting tools
Strong written and verbal communication skills
Ability to work independently, manage competing priorities, and operate effectively in a changing environment
Experience in insurance, SaaS, fintech, or other high-growth environments is preferred but not required.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

budgetingforecastingvariance analysisfinancial reportingfinancial modelingdata analysis

Soft Skills

communicationindependenceprioritizationadaptability