Financial Analyst, FP&A – Technology Finance

Role Overview

The Financial Analyst, Financial Planning & Analysis, supports core FP&A reporting and analysis while serving as a key finance partner for technology-related spend. The role prepares monthly financial reporting, explains performance against budget and forecast, supports annual planning, and assists with IT cost reporting, project tracking, and investment analysis.

What You Will Do

Prepare management reporting, produce monthly P&L reporting, support annual budget and forecast processes, and assist with monthly reporting and analysis of IT spend.

Why It Might Be a Fit

The role requires strong analytical and problem-solving skills, excellent communication and interpersonal skills, and the ability to work effectively with both finance and technical stakeholders.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, General Business, Information Systems, or a related field
• 1-2 years of finance, accounting, or analytical experience, preferably in FP&A, corporate finance, or technology finance
• Strong understanding of financial statements, management reporting, budgeting, forecasting, and variance analysis
• Advanced proficiency in Microsoft Excel and demonstrated ability to build and maintain financial models
• Proficiency in Microsoft PowerPoint; experience with Mekko Graphics is a plus
• Experience with Oracle Fusion, Oracle EPM, and TM1/Cognos, or comparable ERP and business intelligence tools, is a plus
• SQL knowledge is a plus, including the ability to pull, validate, or reconcile data for reporting purposes

Benefits

• Excellent health, dental, and vision insurance options for you and your family
• Ample PTO and paid holidays
• 401k with company match
• Flexibility to support a healthy work-life balance
• Wellness resources
• Company-sponsored parties, outings, and other perks

Tagged as: Excel, Financial Modeling, Forecasting, SQL