Financial Analyst (FP&A)

Job Header

• Job Title: Financial Analyst (FP&A)
• Employment Type: Full-time
• Location: Fully Remote
• Working Time Zone: EST

Role Summary

The Financial Analyst (FP&A) supports company planning and performance management through budgeting, forecasting, scenario modeling, and management reporting. You will partner with business stakeholders to explain drivers of results, improve visibility into KPIs, and deliver insights that help leaders make better decisions.

Key Responsibilities

• Own or support budgeting and forecasting cycles (annual plan, rolling forecasts, reforecasts) and maintain key assumptions and drivers.
• Perform monthly and quarterly variance analysis (actuals vs plan or forecast), identify trends and drivers, and communicate actionable insights.
• Build and maintain financial models for scenario and sensitivity analysis and business cases (for example headcount, cost optimization, and initiatives).
• Produce and continuously improve management reporting and KPI dashboards, with clear narratives for leadership and cross-functional partners.

Required Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, Business, or equivalent experience.
• Experience: 3 to 5 years in FP&A, corporate finance, or financial analysis, with hands-on budgeting, forecasting, and performance reporting exposure.
• Core Skills:
  • Advanced Excel or Google Sheets and strong financial modeling (driver-based models, scenarios, sensitivity analysis).
  • Variance analysis and performance storytelling (clear what, why, and so-what narrative).
  • Solid understanding of financial statements and core accounting concepts.
  • Strong communication and stakeholder management in a business-partnering environment.
• Certifications or Licenses: Not required.
• Language: English fluency required.

Preferred Qualifications

• Experience with BI and reporting tools (Power BI, Tableau) and or SQL for analysis and automation.
• Experience with FP&A and planning tools (Adaptive, Anaplan) and or ERP systems (NetSuite, SAP, Oracle).
• Finance credential in progress or completed (CFA, CPA, CMA, FPAC) or equivalent demonstration of advanced FP&A capability.

Skills and Competencies

• Hard Skills: budgeting and forecasting, scenario modeling, variance analysis, KPI reporting and dashboards.
• Soft Skills: communication, ownership and accountability, structured problem-solving, collaboration.
• Leadership: influence without authority, proactive business partnering, mentoring junior analysts where applicable.
• Behavioral Expectations: integrity and confidentiality, attention to detail, bias for action, client focus.

Tools, Tech, and Methods

• Primary Tools: Excel or Google Sheets, and slide writing (PowerPoint, Docs) for reporting narratives.
• Tech Stack (optional): Power BI, Tableau, SQL, planning tools (Adaptive, Anaplan), ERP platforms (NetSuite, SAP, Oracle).
• Methodologies: annual budgeting, rolling forecasts, monthly performance reviews, driver-based planning, scenario planning.
• Documentation: maintain clear model logic, assumptions, KPI definitions, and reporting notes in shared documentation (Notion, Confluence, Google Docs).
• Security or Privacy Tooling: follow access controls and secure data-sharing practices for finance and business data.

Security and Confidentiality

This role may involve access to confidential and sensitive data. Candidates must:

• Handle sensitive information with extreme care.
• Follow policies for data access, storage, and sharing.
• Maintain strict confidentiality and professional integrity in all situations.

Application Instructions

• Email your resume to: careers [at] valuenode [dot] com.
• Optional: include your LinkedIn profile and a short note summarizing FP&A experience across forecasting, variance analysis, and modeling.