Financial Planning and Analysis

A distribution company in Westchester County is actively seeking a dedicated and dynamic professional to join their staff as their new FP&A Analyst. In this role, the FP&A Analyst will prepare financial analysis and business analysis of financial statements and internal capital investments. Responsibilities The FP&A Analyst will: Develop strategic plan based on the long-term mission and objectives of the company, competitor information, size of US and global markets for key products and industries, growth projections of those industries, etc. Develop Sales and EBIT budgets and forecasts twelve months out, and for fiscal year Provide monthly trend analysis of financial statements for consolidated reporting of all entities and preparation of a monthly report explaining current months results versus trend, budget, and prior year Develop performance scorecard with key performance metrics for financial, commercial, and operational performance of the company Determine valuation of prospective third-party acquisitions of businesses or assets to be acquired or merged into the firm Prepare market analysis (upon request) for products and industries served Implement third-party financial analysis reporting tools Develop a consolidated database of historical financial data from various systems to facilitate future analytics of business performance of prior year results Qualifications Graduate Degree in Finance or Economics or related major 5+ years of experience in FP&A, corporate finance, investment banking, or related fields Strong Power BI, Power Point and presentation skills and ability to present findings to senior leaders Strong technical expertise in financial modelling, planning, forecasting, and analysis skills Ability to multitask in a dynamic environment, meet deadlines, and interact across all levels of management Focus on attention to detail, analytic consistency, data integrity, and solution-oriented mindset Solid people skills, including presentation and communication skills Desired skills MBA Previous experience developing ad-hoc, management, and flash reports

Created: 2024-11-05