Execute project plans and deliver solutions across the following FP&A domains:
Performance visibility – deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution, and visualization dashboards
Financial planning – assist clients with developing forecasting and budgeting processes, implementing planning technologies and developing long-range models
Interim FP&A – support clients in an interim FP&A leadership capacity
Decision support – provide clients with point-specific FP&A solutions, such as 13-week cash flow models, ROI models, pricing analysis, revenue and profitability analysis, and organizational design

Bachelor’s in business or related field of study (Master’s is preferred)
Minimum of 2 years of relevant experience, preferably a mix of consulting/investment banking roles and corporate or business unit FP&A roles
Mastery of financial modeling, specifically creating integrated, driver-based 3 statement models and 13-week cash forecast models
Experience within one or more of the following technologies: Corporate Performance Improvement (Adaptive Planning, Anaplan, NetSuite Planning & Budgeting, OneStream, Oracle FCCS, SAP BPC, or similar), Data Visualization & Analysis (Tableau, PowerBI, Alteryx)
Mastery of Microsoft Office Products, advanced Excel and PowerPoint skills
Advanced knowledge of accounting and finance, specifically the relationships between financial statements
You have a passion for developing and maintaining client relationships
You communicate effectively to a variety of audiences
You thrive in an ever-changing, dynamic work environment
You readily identify problems and instinctively look for solutions
You demonstrate analytical rigor and strong written and verbal communication skills
You enjoy participating in internal and external company initiatives such as community service, training, recruiting, and firm events
You have the ability and desire to travel as required based on client location.

Financial Planning and Analysis, Associate

Key skills