FP&A Analyst

Role Overview

NearSource is seeking a FP&A Analyst to support financial forecasting, budgeting, expense management, revenue planning, and management reporting. The role will collaborate with finance and business stakeholders to strengthen financial data accuracy, improve forecasting processes, and deliver actionable insights that support business decisions.

What You Will Do

The FP&A Analyst will support monthly forecast submissions, consolidated expense reporting, FY28 budget development, headcount tracking and budget control, ARR forecasting, and financial reporting and analysis.

Why It Might Be a Fit

The ideal candidate will have a minimum of 3 years of experience in finance or a related field, a Bachelor’s degree, and advanced Microsoft Excel skills. They will be a self-starter with a proactive, ownership-oriented mindset, highly organized, detail-oriented, and impact-driven.

Requirements

• Minimum 3 years of experience in finance or a related field
• Bachelor’s degree
• Advanced Microsoft Excel skills
• Advanced PowerPoint skills
• Financial modelling and analytical skills
• Experience with SAP
• Experience with BPC
• Strong analytical and problem-solving capabilities
• Self-starter with a proactive, ownership-oriented mindset
• Highly organized, detail-oriented, and impact-driven
• Ability to collaborate effectively with diverse internal stakeholders

Benefits

• Dental insurance
• Vision insurance
• Health insurance
• Life insurance
• Disability insurance
• Paid time off
• Holidays
• Retirement plan
• Learning budget
• Parental leave
• Wellness program
• Visa sponsorship
• Relocation assistance

Tagged as: Data Analysis, Excel, Financial Modeling, Forecasting, Revenue Modeling