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Job Summary
The FP&A Analyst will support the Financial Planning & Analysis team in delivering high-quality planning, forecasting, reporting, and analytical support across the firm. This role will work closely with FP&A leaders, business finance partners, and functional stakeholders to support budgeting, forecasting, performance reporting, financial analysis, and continuous improvement initiatives.
The ideal candidate needs to be highly analytical, detail-oriented, and eager to develop a broad understanding of financial planning, professional services economics, and business performance management.
Essential Duties
Key Responsibilities:
Planning & Forecasting Support: Support annual budgeting, quarterly forecasting, and long-range planning processes.
Assist in collecting, validating, and consolidating financial inputs from business and functional leaders.
Maintain planning templates, schedules, and supporting documentation.
Prepare forecast variance analyses and identify key drivers impacting performance.
Support scenario modeling and sensitivity analysis.
Collaborate with Global FP&A teams and support HQ reporting requirements
Financial Analysis : Analyze revenue, headcount, utilization, pricing, and expense trends.
Develop recurring and ad hoc analyses to support business decision-making.
Identify risks and opportunities impacting revenue, margin, and profitability.
Support investment business cases and ROI analyses.
Assist in evaluating operational and financial performance against targets.
Reporting & Insight : Prepare monthly management reporting packages and executive summaries.
Support the development and maintenance of KPI dashboards and performance scorecards.
Ensure accuracy and consistency of financial data used in reporting.
Assist in translating financial results into actionable business insights.
Business Partner Support : Collaborate with FP&A managers and business finance leaders to support Line of Business and functional reviews.
Assist in preparing materials for monthly and quarterly business reviews.
Respond to routine reporting and analysis requests from finance and business stakeholders.
Support the communication of financial results and planning assumptions.
Process Improvement and Finance Transformation : Support initiatives to improve planning, forecasting, reporting, and analytics processes.
Assist with testing and validation of financial systems, reports, and enhancements.
Help document financial processes and maintain standard operating procedures.
Identify opportunities to improve efficiency, automation, and data quality.
Data Management & Quality Perform data validation and reconciliation activities across financial systems.
Ensure consistency of financial and operational data used in planning and reporting.
Assist in maintaining master data structures, planning assumptions, and supporting schedules.
Support data integrity efforts during budgeting and forecasting cycles.
Minimum Qualifications
EDUCATION/CERTIFICATIONS
CA, CPA, MBA or equivalent degree – Required
Finance, Accounting, Economics, Business Analytics major - Preferred
TECHNICAL/SOFT SKILLS
Required:
Strong Microsoft Office skills
Strong analytical and problem-solving capabilities
Understanding of financial statements and key financial metrics
Excellent attention to detail and organizational skills
Effective written and verbal communication skills
Analytical mindset with the ability to interpret and work with large…