Analyst FP&A

Analyst, Financial Planning & Analysis (FP&A)

Job Description

The Analyst, Financial Planning & Analysis (FP&A) is a key member of the Finance team, partnering with Finance and business leaders across the Empower enterprise to support financial planning, forecasting, reporting, and strategic decision-making.

This role is ideal for an analytical and detail-oriented finance professional who enjoys turning financial and operational data into meaningful business insights. The Analyst will support budgeting and forecasting, analyze financial and expense performance, maintain financial models, and develop management reporting and presentations that help leaders understand business performance, trends, risks, and opportunities.

Essential Functions

• Prepare and maintain recurring financial reports, dashboards, and management reporting to communicate business performance, trends, risks, opportunities, and key insights to management and senior leadership.
• Perform budget-to-actual, forecast-to-actual, and expense variance analyses, identifying key business drivers and providing actionable insights to support decision-making.
• Support monthly close, forecasting, annual budgeting, and long-term financial planning processes.
• Build, maintain, and enhance financial models supporting various financial products and services, business cases, investments, and strategic initiatives across the Empower enterprise.
• Partner with Finance and business teams to support expense budgeting, workforce/headcount planning, and forecasting.
• Perform ad hoc financial analysis, scenario modeling, and sensitivity analysis to support business cases, investment decisions, product launches, and strategic initiatives.
• Manage and maintain key forecasting assumptions and inputs, including depreciation, amortization, and other financial and expense drivers.
• Review and monitor purchase requisition (PR) and purchase order (PO) submissions to support financial accuracy, budget alignment, and approval compliance.
• Prepare executive-ready presentations, charts, dashboards, and financial insights for leadership meetings, operating reviews, and other business discussions.
• Support internal and external audit requests by gathering, validating, and documenting required financial information.
• Build and maintain strong working relationships across Finance, Accounting, and business partner teams to improve financial visibility and support informed decision-making.
• Identify opportunities to improve, automate, and streamline financial reporting, forecasting, and planning processes.
• Perform other duties and responsibilities as assigned.

Qualifications

Required Qualifications

• Bachelors degree in Finance, Accounting, Economics, Business Administration, Mathematics, or a related field, or equivalent professional experience.
• 24 years of progressive experience in FP&A, corporate finance, accounting, or a related financial role.
• Hands-on experience with financial modeling, budgeting, forecasting, and variance analysis.
• Advanced proficiency in Microsoft Excel, including experience working with financial models and large datasets.
• Strong proficiency in Microsoft PowerPoint, with the ability to develop clear, concise, and executive-ready presentations.
• Strong analytical, problem-solving, and organizational skills, with the ability to interpret financial data and identify meaningful trends and business drivers.
• Excellent attention to detail and commitment to financial accuracy and data integrity.
• Strong written and verbal communication skills, including the ability to explain financial information clearly to finance and non-finance stakeholders.
• Ability to collaborate effectively across teams and build strong relationships with Finance and business partners.

Preferred Qualifications

• Experience within the financial services industry or another complex corporate environment.
• Experience with SAP or similar ERP/financial planning systems.
• Experience supporting expense budgeting and workforce/headcount planning.
• Experience preparing financial reporting, dashboards, and presentations for management and senior leadership.
• Experience with reporting automation, process improvement, or data visualization tools is a plus.

What Success Looks Like

The successful FP&A Analyst combines strong financial fundamentals with analytical curiosity and business acumen. They are comfortable working with detailed financial data while also being able to step back and explain what changed, why it changed, and what it means for the business.

They proactively identify trends, risks, and opportunities; deliver accurate and timely financial analysis; and build trusted partnerships across Finance and the business to support effective decision-making.