FP&A Analyst Job at Bell & Associates, Inc., Charlotte, NC

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  • Bell & Associates, Inc.
  • Charlotte, NC

Job Description

Job Description

The FP&A Analyst is responsible for supporting financial planning, budgeting, forecasting, and strategic decision-making within the organization. This role involves analyzing financial data, identifying trends, and providing insights to senior management to drive business performance and efficiency.

Key Responsibilities:

  • Financial Planning & Forecasting: Assist in preparing annual budgets, long-term financial plans, and periodic forecasts.
  • Variance Analysis: Monitor actual financial performance against budgets and forecasts, identifying key variances and providing explanations.
  • Data Analysis & Reporting: Analyze financial data, build models, and generate reports to support business decisions.
  • KPI Tracking: Track and report key performance indicators (KPIs) to assess business performance.
  • Strategic Support: Work closely with leadership teams to provide financial insights that drive strategic initiatives.
  • Business Partnering: Collaborate with different departments (e.g., Sales, Operations, Marketing) to understand financial impacts and improve decision-making.
  • Process Improvement: Identify and implement opportunities for process automation and efficiency in financial reporting.
  • Ad-hoc Analysis: Conduct financial research and ad-hoc analysis as needed to support business needs.

Qualifications & Skills:

  • Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Experience: 1–3 years of experience in financial analysis, FP&A, or a related field.
  • Technical Skills: Strong proficiency in Excel, financial modeling, and data visualization tools (e.g., Power BI, Tableau). Experience with ERP systems (SAP, Oracle, Workday) is a plus.
  • Analytical Thinking: Strong problem-solving and analytical skills with attention to detail.
  • Communication: Ability to present financial data clearly to both financial and non-financial stakeholders.
  • Teamwork: Ability to collaborate across teams and work in a fast-paced environment.

Preferred Qualifications:

  • Experience in corporate finance, investment banking, or consulting.
  • Knowledge of SQL, Python, or other data analysis tools is a plus.
  • Professional certifications such as CFA, CPA, or CMA are beneficial but not required.

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