Analyst, Financial Planning & Analysis

Summary

The FP&A Analyst plays a critical role in financial planning, forecasting, and strategic decision-making for AMPP and all its affiliated entities. This position is responsible for managing budgeting, forecasting, and long-term financial planning processes, as well as updating internal financial reporting packages, variance analysis, performance reporting, KPIs, and financial modeling. The FP&A Analyst will work closely with various levels of company management and serve as the primary point of contact for all business units.

Reporting directly to the Chief Financial Officer (CFO), this role requires a proactive problem-solver with strong analytical skills and the ability to work independently in a fast-paced environment. The FP&A Analyst will also partner with senior leadership and provide insights into Annual Recurring Revenue (ARR), operating expenses, bookings forecasts, and investment opportunities to support company objectives and drive strategic decision-making.

Responsibilities

• Performs complex statistical, cost, and financial analysis of data reported in the various accounting systems.

• Leads the budgeting, forecasting, and long-term financial planning processes, ensuring alignment with company objectives.

• Analyzes financial performance against key metrics and provides actionable insights to senior management.

• Supports leadership in developing business models for evaluating return on investment (ROI), conducting variance analysis, and assessing the financial feasibility of capital expenditures, new projects, and growth initiatives.

• Assists with monthly and quarterly financial reviews, presenting findings to senior management, the CFO, and other stakeholders.

• Recreates and refines budgeting processes annually due to significant company changes, requiring adaptability and process development expertise.

• Provides forecasting insight and delivers bookings forecasts for the global organization.

• Partners with the sales organization to analyze the pipeline, assess risks and opportunities, and ensure revenue alignment.

• Manages the tracking and performance reporting of Annual Recurring Revenue (ARR), ensuring accuracy in financial projections.

• Develop financial models, dashboards, and key performance indicator (KPI) reports to track company performance.

• Monitors monthly financial results, identifying and summarizing key variances by profit and cost centers.

• Evaluates if the system can recommend an annual performance rating score based on monthly completed projects, errors, and deadline adherence.

• Conducts ad hoc financial analysis to assist leadership in key decision-making.

• Serves as the liaison for all business units, ensuring alignment between finance, operations, and executive leadership.

• Works closely with the Corporate Controller and accounting team to support financial reporting

• Acts as the communication hub for finance-related concerns across all departments, ensuring smooth cross-functional collaboration.

• Identifies opportunities for automation and efficiency improvements in financial reporting and budgeting.

• Assesses and recommend financial planning software or tools that could enhance forecasting and business analysis.

• Works with IT and finance leadership to ensure data accuracy and integration with NetSuite, Paycom, and other financial platforms.

• Identify gaps in financial systems and proactively recommend solutions to optimize financial workflows.

• Overseas cash flow forecasting and working capital optimization to ensure liquidity and financial health.

• Examine cost-saving initiatives by identifying areas for operational efficiency improvements.

• Provide financial insights for global operations, ensuring compliance with regional tax, reporting, and regulatory requirements.

• Works closely with international teams to align financial planning and reporting across different regions.

• Ensure currency fluctuation risks and foreign exchange impact are considered in financial projections and forecasts.

• Facilitates the development of financial KPIs that align with business goals, providing recommendations for continuous improvement.

• Delivers financial insights are effectively communicated to Chiefs, board members, and key stakeholders.

• Perform quarterly and annual business reviews, detailing financial performance, trends, and strategic recommendations.

• Partners with department heads to track spending, optimize resource allocation, and align financial plans with strategic objectives.

• Leads cost-benefit analyses for new business initiatives, helping teams evaluate feasibility before implementation.

• Determines areas for operational efficiencies, ensuring the company maintains strong cost control measures.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and ability required. A reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.

• Must be a self-guiding problem solver who can independently develop solutions when given limited direction.

• Proven ability to develop financial models, processes, and reporting structures from scratch.

• Strong analytical mindset with the ability to interpret financial data and present actionable insights.

• Must be able to operate in a dynamic environment where priorities shift, requiring adaptability and critical thinking.

• Significant experience working with corporate budgeting, forecasting, and performing variance analysis.

• Ability to develop rolling balance sheets, cash flow statements, and revenue projections.

• Familiarity with financial planning software and industry best practices.

• Experience with constantly evolving budgeting processes due to business changes is highly preferred.

• Must be an approachable and effective communicator who can translate complex financial data into clear, actionable insights.

• Strong ability to collaborate with Chiefs and department heads.

• Comfortable working in cross-functional teams and handling high-visibility projects.

Education and/or Experience

• Bachelor's degree in business, finance, accounting, or economics is required.

• 5 years of FP&A experience with demonstrated financial analysis and planning expertise is required.

• Understanding of accounting principles (financial statements, debits/credits) is strongly recommended.

• MBA and CGMA designations are pluses.