Financial Planning Analyst

FP&A Analyst

Location: 999 Clifton Avenue, Clifton, NJ (Hybrid)

Department: Finance

Reports To: FP&A Manager

Position Summary

We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights.

We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z.

Key Responsibilities

Operations & Business Analysis

·      Track and analyze key financial and operational KPIs

·      Analyze location-level performance and identify trends, risks, and opportunities

·      Work with operational teams to understand the business drivers behind financial results

·      Identify opportunities to improve efficiency, reduce costs, and increase profitability

Financial Planning & Analysis

·      Prepare and analyze monthly P&L reporting across locations and business units

·      Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis

·      Identify and investigate drivers of revenue, expense, and profitability changes

·      Assist with annual budgeting and periodic forecasting

Excel, Data & Process Improvement

·      Build and maintain advanced Excel models, reports, and analytical tools

·      Use Power Query to import, clean, combine, and automate recurring data

·      Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions

·      Improve and automate manual or repetitive reporting processes

·      Learn new systems, data sources, and business processes quickly

What We're Looking For

Technical ability is important, but resourcefulness and ownership are equally important in this role.

The successful candidate should be someone who:

·      Can take an assignment from concept through completion without requiring constant direction

·      Knows how to research and troubleshoot problems independently

·      Can take an incomplete data set or loosely defined problem and determine how to move forward

Qualifications

·      Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field

·      1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role

·      Advanced Microsoft Excel skills

·      Hands-on experience with Power Query and PivotTables

·      Working knowledge of P&Ls and financial statements

·      Strong analytical and problem-solving abilities

·      High attention to detail and accuracy

·      Strong written and verbal communication skills

Preferred Qualifications

·      Experience with large data sets

·      Experience working with ERP, accounting, or financial reporting systems

Compensation

$60,000–$80,000 base salary, depending on experience and qualifications.

What Success Looks Like

Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.