Financial Planning Analyst

The FP&A Analyst is responsible for driving budgeting, forecasting, and financial analysis to support strategic decision-making. The role partners with Operations and senior management to provide actionable insights, monitor expenses and headcount, and ensure accurate reporting of financial performance.

Key Responsibilities:

Financial Planning & Analysis

• Lead the annual budgeting and forecasting process, including variance analysis and adherence to planning calendars.
• Provide timely explanations for variances between actuals and budgets/forecasts to senior management.
• Collaborate with Operations managers to develop silo-level budgets aligned with team and organizational targets.

Business Management & Reporting

• Track strategic deliverables and provide insightful analysis to support senior management decision-making.
• Prepare and present monthly and quarterly business review packs.
• Support management and financial reporting with ad-hoc analysis and actionable insights.

Expense and Headcount Oversight

• Monitor compensation and non-compensation expenses.
• Manage headcount tracking and modeling, including FTEs and contingent staff.
• Track location strategy and manage changes in headcount or reductions.

Risk and Opportunity Management

• Identify and report risks and opportunities within the financial plan.
• Maintain confidentiality and integrity of operations and financial data.

Communication & Stakeholder Engagement

• Present financial and operational insights across the Operations organization.
• Liaise with stakeholders during budget/forecast cycles and monthly reviews.

Skills and Qualifications:

• Strong analytical mindset with the ability to challenge processes and drive improvements.
• Advanced proficiency in Excel (pivot tables, VLOOKUPs) and PowerPoint for reporting and presentations.
• Ability to multi-task, prioritize, and meet tight deadlines in a dynamic environment.
• Confidence to influence stakeholders and work independently or as part of a team.