What are the responsibilities and job description for the Financial Planning & Analysis (FP&A) Analyst position at DMG Worldwide Inc?
Job Description
Job Description
Salary : Salary Range : $70,000 - $83,500 (Depending on experience and qualifications
Company Information :
DMG CPAs is a well-established, mid-sized accounting firm based in Atlanta that specializes in providing a comprehensive range of financial services including accounting, tax preparation & planning, Tax Resolution, and Fractional CFO, Advisory services, and business consulting. As part of our strategic growth plans, we are seeking an experienced Financial Planning & Analysis Analyst to support our CFO, tax planning, and advisory services.
Basic Function and Scope of Responsibilities :
DMG CPAs is seeking a Financial Planning & Analysis (FP&A) Analyst to support the firm's CFO services, tax planning, and advisory services. This role will be responsible for budgeting, forecasting, financial modeling, and data-driven insights to help clients optimize their financial performance. The ideal candidate will have experience analyzing financial data, creating reports, and working with businesses generating between $1M - $10M in revenue.
Key Responsibilities :
Financial Planning & Forecasting :
Develop and maintain financial models to support budgeting, forecasting, and long-term financial planning for both DMG CPAs and its clients.
Develop and maintain complex financial models to forecast revenue, expenses, profitability, and other key metrics.Analyze financial trends, business drivers, and key performance indicators (KPIs) to identify risks and opportunities.
Assist in preparing monthly, quarterly, and annual financial reports with variance analysis and strategic recommendations.
Investigate significant deviations from budget and forecast, identifying root causes and proposing corrective actions.
Business & Client Advisory Support :
Work closely with the CFO and advisory teams to provide financial insights and decision-making support to clients.
Develop and track cash flow projections, profitability analysis, and cost management strategies.
Support clients in evaluating business decisions, capital investments, and financial risks.
Support strategic initiatives by providing financial analysis and projections for new projects or business ventures.
Financial Data Analysis & Reporting :
Collect, analyze, and interpret financial data to provide actionable insights that drive performance improvements
Prepare monthly, quarterly, and annual financial reports, including analysis of trends and key performance indicators (KPIs).
Prepare presentations and dashboards to communicate financial results and trends to clients, executives, and stakeholders.
Automate financial reporting processes and improve data accuracy using financial software and tools.
Strategic Initiatives & Special Projects :
Assist in financial due diligence, mergers & acquisitions analysis, and business valuation projects for clients.
Identify cost-saving opportunities and improve financial efficiency for clients.
Support process improvement initiatives related to financial planning and reporting.
Skills Required and Qualifications :
- Strong analytical and problem-solving skills
- Advanced proficiency in Microsoft Excel and financial modeling tools
- Understanding of accounting principles and financial reporting standards
- Excellent communication and presentation skills to convey complex financial information effectively
- Ability to collaborate with cross-functional teams across different departments
- Keen attention to detail and accuracy with data
MINIMUM REQUIREMENTS :
What We Offer :
Salary Range : $70,000 - $83,500 (Depending on experience and qualifications)
Benefits :
Dental and Visioninsurance
Health insurance
We are an equal opportunity employer. Drug and background tests may be required.
Salary : $70,000 - $83,500
