Job Summary:

The FP&A (Financial Planning and Analysis) Analyst plays a crucial role in supporting the financial planning, budgeting, forecasting, and analytical functions within the organization. This position is responsible for analyzing financial data, preparing financial reports, developing financial models, and providing insights to support decision-making and strategic planning initiatives. The FP&A Analyst collaborates with cross-functional teams to assess financial performance, identify trends, and drive operational efficiencies.

Essential Functions:

Financial Analysis

• Conduct financial analysis, variance analysis, and performance metrics tracking to assess the company's financial health and identify areas for improvement.
• Analyze historical financial data, market trends, and industry benchmarks to provide insights and recommendations for decision-making.

Budgeting and Forecasting

• Assist in the development of annual budgets, forecasts, and long-range financial plans in collaboration with finance leadership and department heads.
• Prepare budget vs. actual analysis, forecast updates, and scenario modeling to evaluate performance against targets and forecast future financial outcomes.

Financial Reporting

• Prepare and distribute regular financial reports, dashboards, and management presentations to senior leadership and key stakeholders.
• Ensure accuracy and integrity of financial data by validating inputs, reconciling discrepancies, and resolving data issues.

Financial Modeling

• Develop and maintain financial models to support strategic planning, scenario analysis, and decision­ making processes.
• Perform sensitivity analysis, scenario planning, and what-if analysis to assess the impact of various business decisions on financial outcomes.

Business Partnering

• Collaborate with cross-functional teams, including operations, sales, marketing, and accounting, to gather financial data, provide insights, and support decision-making.
• Serve as a trusted advisor to department head sand business leaders, providing financial guidance and recommendations to achieve business objectives.

Process Improvement

• Identify opportunities to streamline processes, improve efficiency, and enhance the effectiveness of financial planning and analysis activities.
• Implement best practices and standard methodologies to optimize financial reporting, forecasting accuracy, and data visualization.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or related field.

• 2-5years of experience in financial planning and analysis, corporate finance, or related roles.

• Strong analytical skills with proficiency in financial modeling, data analysis, and quantitative techniques.

• Advanced proficiency in Microsoft Excel, financial planning software, and ERP systems (e.g., SAP, Oracle).

• Excellent communication skills with the ability to present complex financial information in a clear and concise manner.

• Detail-oriented with a focus on accuracy and attention to detail.

• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

• CPA, CFA, or MBA credentials are a plus.

Stipulation of employment is passing an OHIO BCI and FBI background check in accordance with ORC/OAC 3796.

Employees are not allowed to work on the premises until the badge is activated in the Ohio Department of Medical Marijuana e-Licensing portal.

Work Location: In person