Are you building out an FP&A team? Here are some sample role descriptions for an FP&A Analyst and FP&A Manager role to use when creating your job posting. These ready-to-use descriptions outline key responsibilities, requirements, and qualifications for each position, ensuring you find the right candidates to drive your organization's financial performance and growth. Simplify your hiring process, save time, and discover the perfect fit for your FP&A team.
If you're a finance leader, you can also join the Vareto Visionaries community and share job postings to the Vareto Visionaries job board.
FP&A Analyst Job Description
Title: Financial Planning & Analysis (FP&A) Analyst
Summary:
We are seeking a detail-oriented, highly analytical FP&A Analyst to join our finance team. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities.
Responsibilities:
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
- Develop and maintain financial models for various business units and projects.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Collaborate with cross-functional teams to gather relevant information for financial analysis.
- Support the monthly financial reporting process, including variance analysis and management reporting.
- Prepare ad-hoc financial analyses and reports as needed to support decision-making.
- Assist in the evaluation of potential investments, mergers, and acquisitions.
- Continuously improve financial processes and systems to enhance efficiency and accuracy.
Requirements:
- Bachelor's degree in Finance, Accounting, or a related field.
- 1-3 years of experience in financial planning and analysis, investment banking, or a similar role.
- Strong financial modeling and analytical skills.
- Proficiency in Microsoft Excel and financial software applications, such as Vareto.
- Knowledge of accounting principles and financial statement analysis.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong attention to detail and problem-solving abilities.
FP&A Manager Job Description
Title: Financial Planning & Analysis (FP&A) Manager
Summary:
We are seeking an experienced and highly motivated FP&A Manager to lead our financial planning and analysis team. The FP&A Manager will be responsible for overseeing the forecasting, budgeting, and financial analysis processes, as well as providing strategic financial insights to support the organization's growth and profitability. The ideal candidate will have strong leadership skills, a deep understanding of financial management principles, and a proven track record of driving process improvements.
Responsibilities:
- Manage and oversee the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain complex financial models to support decision-making across the organization.
- Analyze financial data to identify trends, risks, and opportunities for growth.
- Collaborate with cross-functional teams to ensure alignment of financial plans with strategic objectives.
- Lead the monthly financial reporting process, including variance analysis and management reporting.
- Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
- Evaluate potential investments, mergers, and acquisitions to support growth initiatives.
- Mentor and develop FP&A team members, promoting a culture of continuous learning and professional growth.
Requirements:
- Bachelor's degree in Finance, Accounting, or a related field. MBA or advanced degree is a plus.
- 5+ years of experience in financial planning and analysis, with at least 2 years in a leadership role.
- Expert financial modeling and analytical skills.
- Proficiency in Microsoft Excel and financial software applications, such as Vareto.
- In-depth knowledge of accounting principles, financial statement analysis, and management reporting.
- Excellent communication, presentation, and interpersonal skills.
- Proven ability to lead and develop high-performing teams.
- Strong attention to detail, problem-solving abilities, and a results-driven mindset.
