FP&A Analyst

AI overview

The Financial Planning Analyst will deliver financial insights and analysis to support strategic decision-making and enhance financial planning within a large financial services organization.

Company Profile

At Sand Cherry Associates, we excel in the design and delivery of strategic customer-centric initiatives through digitally native, data-impowered solutions. Our client’s confidence in us is centered on exceptionally skilled, high-energy talent working with the support of the full Sand Cherry Team. Finding the right match for this role is a critical aspect of our success.

Overview

The Financial Planning Analyst will play a critical role in delivering financial insights that support strategic decision-making across the organization. This role will develop financial models, perform in-depth financial analysis, prepare variance reporting, and support forecasting and budgeting processes. As part of the Corporate Finance team, the FP&A Analyst will collaborate closely with business leaders to guide financial planning, evaluate scenarios, and enhance financial decision-making within a large financial services organization.

Requirements

Key Responsibilities

Financial Analysis & Reporting

  • Prepare and analyze monthly, quarterly, and annual financial reports.
  • Develop management reports highlighting financial performance against key metrics.
  • Analyze trends and variances in financial and operational results, providing actionable insights.
  • Reconcile financial accounts and ensure accuracy, completeness, and integrity.

Forecasting & Budgeting

  • Develop and maintain complex financial forecasting and budgeting models.
  • Monitor actual performance versus budgets and forecasts, identifying risks and recommending corrective actions.
  • Support annual budgeting cycles and ongoing forecast updates.

Business Partnering & Strategic Support

  • Partner with senior leaders to understand business needs and provide financial insights.
  • Provide ongoing financial consulting, including ad hoc modeling, profitability analysis, and cost-benefit analysis.
  • Build strong cross-functional relationships to support enterprise-wide initiatives and strategic objectives.

Scenario Modeling & Decision Support

  • Conduct scenario and “what-if” analyses to evaluate the financial impact of strategic decisions.
  • Perform ROI and investment analysis to support key initiatives and long-term planning.
  • Present findings and recommendations clearly to senior management and non-financial stakeholders.

Process Improvement & Analytics

  • Contribute to the continuous improvement of FP&A processes, reporting, and forecasting.
  • Implement best practices to increase efficiency, accuracy, and scalability.
  • Leverage financial systems, analytics, and visualization tools to enhance insights and reporting.

Compensation

For individuals assigned and/or hired to work in Colorado, Sand Cherry Associates are required by law to include a reasonable estimate of the compensation range for this role. This compensation range considers a wide range of factors considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and delivery model. This is a 12+ month consulting engagement with an expected annual salary of $120,000-$140,000. Years of experience, level of education, geographic location, unique skills/qualifications for the specific role and potential certifications can be key factors in the final compensation for this role.

Benefits

Our team is unique — we are passionate about what we do. At Sand Cherry, our Consultants know they are impacting and shaping our clients’ industries. We recognize our employees for their contributions. Our culture is one of the most friendly and communicative in the consulting industry. Sand Cherry is not a top-heavy organization. We offer the opportunity to be part of a digital workforce. Discover the experience that only comes with self-responsibility in the workplace. Our team members manage their own workloads and are expected to deliver exceptional work for our clients. Professional career growth is one of our main priorities, as we affirm that investing in our Consultants and empowering our people will also deliver the best results and value for our clients.

Sand Cherry creates strategic business solutions to deliver high-impact results. Our Consultants combine their proven expertise and deep experience in strategic analysis, project management, data analytics, digital transformation and customer experience to design and implement effective and innovative solutions to launch new products, improve processes and workflows and optimize strategies and their execution. We are known for our ability to develop and launch innovative solutions in a variety of technology-driven market sectors, including telecommunications, broadband, technology, oil and gas, healthcare, and financial services for businesses across the United States and internationally.

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Salary
$120,000 – $140,000 per year
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