FP&A Analyst

  • PlanSource
  • Orlando, FL, USA
  • Nov 12, 2019

Job Description

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City, Minneapolis, Charleston, and Grand Rapids Michigan. We are currently looking for a FP&A Analyst for the Company. About the FP&A Analyst Position Financial Planning and Analysis (FP&A) plays a crucial role at PlanSource by performing budgeting, forecasting, and analysis that supports significant corporate decisions of the CFO, CEO, and the Board of Directors. The FP&A Analyst will utilize both quantitative and qualitative analysis of all operational aspects of a company in order to evaluate the company’s progress toward achieving its goals and to map out future goals and plans. FP&A Analysts consider economic and business trends, review past company performance, and attempt to anticipate obstacles and potential problems, all with an eye toward forecasting a company’s future financial results. Our FP&A group oversees a broad array of financial affairs, including income, expenses, taxes, capital expenditures, investments, and financial statements. The FP&A Analyst is charged with examining, analyzing, and evaluating the entirety of a corporation’s financial activities, and mapping out the company’s financial future which include the following objectives: Evaluating whether the company’s current assets and investments are the best use of the company’s working capital Gauging the company’s overall financial health, primarily by using KPI’s Determining the company’s products or product gross margin and net profit by analyzing the margin of each product and sales channel Examining and evaluating the cost-efficiency of each department of the company, in light of what percentage of the company’s financial resources each department consumes and its relative comparison to budget and/or forecast Working with individual functional departments to prepare budgets/forecasts and consolidate them into one overall corporate budget/forecast on a monthly basis Preparing internal reports for executive leadership and meet with ELT members to review performance against expectations on a monthly basis Comparing historical results against budgets and forecasts, and performing variance analysis to explain differences in performance and make improvements going forward Considering opportunities for the company to expand or grow. Mapping out growth plans, including capital expenditures and investments generating five-year financial forecasts. About You As the FP&A Analyst, you will bring knowledge, expertise and system skills. Additionally, you will have: Bachelor’s degree in Accounting or Finance or equivalent Experience in FP&A at a $50MM+ company, private or public Experience in SaaS business models a strong plus Experience in FP&A, financial and operational experience a plus Familiarity with databases, Excel, NetSuite, Cloud reporting platforms, business analytics, Sales Force.com and Adaptive experience a plus Strong understanding of databases, system architecture, MS Office and accounting software. Strong presentation and PowerPoint skills required Outstanding written and verbal communication skills. What We Offer Great compensation package, including a full suite of health benefits and generous 401(k) Plan. 3 weeks of accrued PTO in the first year. The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals. Fast-paced environment with big goals and the opportunity make a big impact. Top five reasons to come to PlanSource #5: The size is right. Join an established tech company that’s growing fast but is still small enough for you to have a big impact. #4: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and within the company. #3: The benefits industry is on fire. Ongoing regulatory changes create an urgent and pervasive need in the marketplace for technology. #2: PlanSource has the right product. Show off our sophisticated cloud-based technology that has a mobile-friendly UI and meets the needs of even the most complex benefit programs. #1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.