FP&A Analyst (Financial Planning & Analysis)

Job Overview:

We are seeking a highly skilled FP&A Analyst to join our dynamic finance team. The ideal candidate will play a key role in supporting financial planning, analysis, and strategic decision-making across the organization. You will leverage your strong analytical skills to deliver insightful financial reports, improve budgeting and forecasting processes, and help optimize the company's financial performance.

Key Responsibilities:

• Financial Planning & Analysis:
• Assist in annual budgeting process and quarterly forecasts, ensuring accuracy and alignment with company goals.
• Help identify key drivers behind financial performance and provide actionable insights to management.
• Collaborate with department/site leaders to ensure business units are aligned with financial targets.
• Monitor key performance indicators (KPIs) and financial metrics, plan and participant counts, highlighting areas of improvement and recommending opportunities for growth.
• Reconcile transactions by comparing and correcting data.
• Reporting:
• Maintain monthly, quarterly, and annual financial reports for senior leadership and stakeholders.
• Provide ad-hoc financial analysis and reports to support strategic decision-making.
• Support data collection from different departments or systems (e.g., accounting, sales, HR) to compile relevant reports.
• Work closely with accounting and systems teams to enhance the use of financial systems and tools for reporting and analysis.

Qualifications:

• Education:
• Bachelors degree in Finance, Accounting, Economics, or related field.
• Experience:
• 2 years of experience in FP&A, financial analysis, or related fields, with a strong understanding of financial reporting, budgeting, and forecasting.
• Experience in integrating data from multiple sources (financial systems, spreadsheets, etc.) for consolidated reporting
• Retirement industry experience is a plus.
• Experience in NetSuite is a plus
• Skills:
• Financial modeling and analytical skills.
• Proficiency in financial analysis, budgeting, and forecasting tools.
• Excellent communication skills, with the ability to present complex financial information to non-financial stakeholders.
• High attention to detail, ability to meet deadlines, and manage multiple projects simultaneously.

Compensation & Benefits:

• Competitive salary based on experience.
• Comprehensive benefits package (medical, dental, vision, etc.).
• Retirement savings plan with company profit sharing match.
• Paid time off and holidays.

About Prime Pensions:

Prime Pensions LLC, based in Florham Park, NJ, is a leading provider of retirement plan administration, consulting, and compliance services. Established in 1975, we specialize in 401(k), profit-sharing, and defined benefit plans, offering customized solutions to small and medium-sized businesses. Our team is dedicated to providing expert services in plan design, implementation, annual administration, and regulatory compliance, ensuring that our clients meet all necessary requirements. With a national presence, Prime Pensions serves over 11,000 retirement plans across multiple offices, delivering top-tier support to help businesses secure their employees' financial futures.