Financial Planning & Analysis (FP&A) Analyst Position Description Template

If you follow this format, you won't go too far wrong. This should offer you a good base template. Please add additional information as needed. 

Financial Planning & Analysis (FP&A) Analyst

About (Company Name):
Who you are, what you do, and how many employees you have. Our growth is driven by continuous innovation, an agile business model, and a collaborative culture that puts people first. As we continue to scale, we are seeking a Financial Planning & Analysis (FP&A) Analyst to support our financial planning processes and provide key insights that drive strategic decisions.

Position Overview:
The FP&A Analyst will play a critical role in providing financial analysis, budgeting, forecasting, and reporting to support the company’s strategic objectives. You will work closely with finance and operational teams to develop financial models, analyse business performance, and deliver insights that drive informed decision-making. This role is perfect for someone who enjoys working with data, has strong analytical skills, and is looking to grow in a dynamic and fast-paced environment.

Key Responsibilities:

• Budgeting & Forecasting:
  Assist in the preparation of annual budgets and regular financial forecasts. Work with department heads to ensure financial plans are aligned with business objectives and provide insights on variances between actual performance and budgeted targets.
• Financial Analysis & Reporting:
  Prepare detailed financial analysis to support decision-making, including variance analysis, profitability analysis, and trend reporting. Based on data-driven findings, present insights and recommendations to senior management.
• Financial Modeling:
  Develop and maintain complex financial models to support long-term strategic planning, business cases, and scenario analysis. Provide critical inputs for business planning and forecasting activities.
• Performance Monitoring:
  Monitor business performance by tracking key financial metrics and operational KPIs. Identify trends, risks, and opportunities that impact financial performance and provide recommendations for improvement.
• Reporting & Dashboards:
  Prepare and distribute regular financial reports and dashboards to senior leadership, ensuring data accuracy and clarity. Provide insights into financial performance and business drivers.
• Process Improvement:
  Support the continuous improvement of FP&A processes, driving greater efficiency and accuracy in budgeting, forecasting, and reporting activities. Help implement best practices in financial analysis and reporting.

Qualifications:

• Bachelor’s degree in finance, economics, accounting, or a related field.
• Minimum of 2-3 years of experience in financial planning and analysis or a related finance role.
• Strong analytical skills with proficiency in financial modelling and Excel.
• Ability to interpret complex financial data and provide actionable insights.
• Excellent communication skills, with the ability to present financial data clearly to non-financial stakeholders.
• Experience in [specific sector] preferred but not essential.

Why Us?
We offer a dynamic and collaborative environment that values innovation, rewards performance, and encourages professional growth. As our FP&A Analyst, you will have the opportunity to work closely with key decision-makers, support high-impact projects, and develop your career in a growing company.