Financial Planning and Analysis Assistant

A Financial Planning and Analysis (FP&A) Assistant is a vital role within finance and accounting teams in various industries. They typically work under the supervision of FP&A managers or directors, supporting financial planning, budgeting, forecasting, and analysis activities.

A Financial Planning and Analysis Assistant assists with financial modeling, data analysis, and report generation. They help gather financial data from different sources, input it into financial models or systems, and perform analyses to identify trends, variances, and key insights. 

FP&A Assistants also contribute to budget preparation and monitoring, supporting the development of financial plans and forecasts. They may assist in preparing presentations for senior management, providing valuable information for strategic decision-making processes. They often participate in financial audits, ensuring accuracy and compliance with regulatory requirements.

Join our team as a Financial Planning and Analysis (FP&A) Assistant, where your analytical skills and financial acumen will play a crucial role in shaping our organization's financial success!

In this dynamic position, you'll work alongside our finance team to support key financial planning and analysis activities. Your responsibilities will include gathering and analyzing financial data, assisting in budgeting and forecasting processes, and preparing insightful reports for management decision-making.

As a detail-oriented FP&A Assistant, you'll ensure data accuracy, identify trends, and contribute valuable insights that drive strategic initiatives. You'll collaborate with finance professionals to develop financial models, perform variance analysis, and assist in financial performance reviews.

• Prepare financial reports, budgets, and forecasts
• Analyze financial data and performance metrics to provide actionable insights
• Conduct variance analysis and identify key drivers of performance
• Assist in developing financial models and scenarios
• Support in financial planning processes and strategic decision-making
• Monitor financial KPIs and provide regular updates
• Collaborate with cross-functional teams to gather data and information
• Assist in presentations for senior management meetings
• Identify opportunities for cost savings and process improvements
• Ensure accuracy and integrity of financial data
• Support in ad-hoc financial projects and analyses
• Participate in financial audits
• Assist in financial risk assessments
• Stay updated on industry trends and best practices in financial planning and analysis
• Communicate financial insights effectively to stakeholders

• Increased accuracy of financial forecasts significantly.
• Improved efficiency in the financial planning process by reducing time spent on data gathering.
• Achieved notable cost savings through effective budget optimization.
• Enhanced decision-making with timely and accurate financial reports.
• Contributed to improving profitability margins.

• Bachelor's degree in Finance, Accounting, Economics, or related field
• Proven experience in financial planning and analysis roles
• Strong proficiency in financial modeling and analysis
• Advanced Excel skills and familiarity with financial software
• Effective communication skills to present complex financial information
• Excellent analytical thinking and problem-solving skills
• Ability to work under pressure and prioritize tasks effectively
• Ability to work collaboratively in a team environment
• Strong attention to detail and accuracy
• Solid understanding of financial principles and concepts