Financial Planning and Analysis (FP&A) Analyst

Overview

As a Financial Planning and Analysis (FP&A) Analyst, you will play a crucial role in evaluating, modeling, and providing financial insights for Air T, Inc. – an industrious American holding company established in 1980 and growing. The ideal candidate will be responsible for conducting financial analysis, preparing reports, and supporting decision-making processes. You will work closely with the FP&A Manager and other departments to ensure accurate financial data and insights.

Responsibilities

1. Financial Modeling & Forecasting
   • Build and maintain financial models for individual business units and overall company performance.
   • Drive budgeting and forecasting processes in alignment with strategic goals.
   • Generate financial projections covering cash flow, profitability, and key performance indicators (KPIs).
2. Compliance & Documentation
   • Create and maintain bank compliance documentation while ensuring adherence to regulations and internal policies.
   • Support financial compliance requirements across internal and external stakeholder relationships.
3. Cash Flow Management
   • Create weekly and monthly cash projections to identify trends, gaps, and opportunities.
   • Track cash positions, working capital and liquidity to guide strategic decisions and maintain operational stability.
4. Investor Relations & Presentation Materials
   • Craft investor presentations highlighting financial performance, key metrics, and strategic initiatives.
   • Ensure investor materials are accurate, clear, and consistent with public company regulations.
5. Board & Executive Reporting
   • Create board meeting materials with actionable insights and analysis.
   • Draft executive reports that clearly communicate financial performance and business insights.
6. Collaboration with Subsidiaries & Cross-Functional Teams
   • Work with subsidiary financial teams to gather, analyze, and unite financial data.
   • Support all departments with consistent, accurate financial analysis and reporting.
7. Ad Hoc Analysis & Decision Support
   • Conduct targeted financial analysis to support strategic decisions and optimization efforts.
   • Present data-driven recommendations to executive management and key stakeholders.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field; Master's degree, CPA or CFA designation is a plus.
• 1 to 4 years of experience in financial analysis or a similar role.
• Strong knowledge of financial principles and accounting practices.
• Proficiency in Microsoft Excel (advanced), PowerPoint and financial software tools (e.g., OneStream, SAP, QuickBooks, or similar).
• Excellent analytical skills with the ability to interpret complex financial data and draw meaningful insights.
• Exceptional attention to detail and accuracy, with a strategic mindset and the ability to think critically.
• Effective communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders.
• Ability to work collaboratively in a fast-paced, dynamic environment and manage multiple projects simultaneously.
• Familiarity with M&A legal and regulatory frameworks.