FP&A Analyst

1 month ago


Cleveland, Ohio, United States Selby Jennings Full time

Key Responsibilities:

  1. Financial Planning & Forecasting:
    • Develop and maintain financial models and forecasts.
    • Assist in preparing annual budgets and long-term financial plans.
    • Monitor key performance indicators (KPIs) and identify trends.
  2. Financial Analysis & Reporting:
    • Prepare financial reports (monthly, quarterly, annual).
    • Conduct variance analysis between actual results and budgets/forecasts.
    • Provide insights and recommendations based on financial analysis.
  3. Business Partnership:
    • Collaborate with department heads to understand financial needs.
    • Assist in developing business cases for new initiatives or projects.
    • Provide financial insights during business reviews.
  4. Data Management & Integrity:
    • Ensure accuracy and integrity of financial data.
    • Maintain and improve financial databases and systems.
    • Streamline financial processes and reporting.
  5. Ad Hoc Analysis & Projects:
    • Perform ad hoc financial analysis and reporting.
    • Support special projects related to finance, strategy, and operations.
    • Seek opportunities for process improvements and efficiencies.

Qualifications:

  • Bachelor's degree in Finance, Accounting, Economics, or related field.
  • 2-4 years of financial planning and analysis experience, preferably in insurance or healthcare.
  • Strong proficiency in Microsoft Excel and financial modeling.
  • Experience with financial software and systems (e.g., SAP, Oracle, Hyperion) is a plus.
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Strong attention to detail and accuracy.
  • Effective communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong organizational skills and ability to manage multiple priorities.


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