Financial Data Management and Insights
Maintain and manage databases of financial records; dive deeply into financial data to become a subject matter expert and deliver actionable insights.
P&L and General Ledger Analysis
Responsible for ensuring data integrity in the Profit & Loss statements and General Ledger; review and validate financial entries.
Budgeting and Forecasting Support
Identify and investigate variances from forecasts, budgets, and prior-year expenses; assist in the preparation of the annual budget and periodic forecasts while proactively identifying improvement opportunities.
Month-End Closing and Trial Balance Analysis
Monitor and support the month-end closing process; analyze the trial balance and reallocate expenses accurately across departments and projects.
Financial Reporting and Modeling
Develop financial analysis reports and models; prepare regular presentations and reports for senior management, highlighting performance metrics, trends, and variances.
Cross-Departmental Collaboration
Partner with various departments to collect financial data and provide insights that support strategic decision-making.
Bachelor’s degree in Finance, Accounting, Economics, or related field (Master's or CPA/CMA is a plus)
5+ years of experience in FP&A, financial analysis, or related roles
Strong knowledge of financial principles, budgeting, and forecasting
Proficiency in financial software (e.g., SAP, Oracle, or similar ERP systems) and advanced Excel skills
Excellent analytical, problem-solving, and communication skills
High attention to detail and ability to meet tight deadlines
