Financial Planning and Analysis

• Support the annual budgeting and rolling forecast process.
• Prepare monthly financial reporting, including commentary and recommendations for the leadership team.
• Conduct variance analysis by comparing actual results to budget/forecast, identify drivers of performance, and recommend corrective actions.
• Coordinate with accounting to ensure accuracy of financial information.
• Partner with business leaders on activities related to the FP&A team.
• Review results and provide decision-support insights for investments or cost-savings initiatives.
• Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting.
• Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively.
• Build strong relationships with stakeholders through effective communication.
• Partner with Sales to build financial models and review pricing for new business and renewals.
• Review quarterly SLA and Bad Debt reserves.
• Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed.
• Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions.
• Produce detailed reporting and analysis used by the executive team, investors, and lenders.

FP&A Analyst

Associate Branch Manager

Program Finance Specialist

Senior Specialist, Program Finance

Senior Manager, Financial Planning & Analysis

Director, FP&A