Financial Planning Analyst

Job Title: FP&A Analyst

Location: Matawan, NJ (onsite)

Duration: Full-time

Job Description:

Position Summary

We are seeking a detail-oriented and highly analytical FP&A Analyst to join our Finance team on a full-time basis. This role is responsible for supporting financial forecasting, budgeting, reporting, and strategic analysis to help drive business performance and decision-making across the organization. The ideal candidate will possess a strong foundation in finance and accounting, exceptional analytical skills, and the ability to communicate financial insights effectively to stakeholders.

Key Responsibilities

• Prepare, analyze, and distribute financial reports related to key company volume and business trends.
• Maintain and publish Merchandising Sales and Income Tracking Reports.
• Perform month-end and period-end income statement variance analysis against budget and prior-year results.
• Partner with department leaders to understand financial drivers and provide actionable business insights.
• Participate in the preparation of annual budgets and periodic forecasts.
• Assist in developing quarterly and annual Board of Directors presentations and executive reporting packages.
• Prepare ad hoc financial analyses and reports to support acquisitions, financing activities, divestitures, and other strategic initiatives.
• Analyze financial and operational data to identify trends and recommend actions.
• Develop improved financial planning processes, reporting tools, and analytical methodologies.
• Utilize statistical and analytical techniques to evaluate data and communicate findings.
• Collaborate closely with Merchandising and cross-functional business teams.
• Effectively manage multiple priorities in a fast-paced, deadline-driven environment.

Required Qualifications

Education

• Bachelor’s Degree in Finance, Accounting, or a related field.

Experience

• 3-4 years of experience in Financial Planning & Analysis (FP&A), Financial Analysis, Auditing, or a related finance function.
• Experience working within a complex, multi-department general ledger environment.

Technical Skills

• Advanced proficiency in Microsoft Excel.
• Strong working knowledge of Microsoft Word and PowerPoint.
• Experience with SAP or other ERP systems preferred.
• Solid understanding of budgeting, forecasting, financial reporting, and variance analysis.
• Strong knowledge of Profit & Loss (P&L) statements and Balance Sheets.

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