What are the responsibilities and job description for the Financial Planning and Analysis position at Valpak?
About Valpak
Valpak Clipper is a trusted leader in direct marketing and advertising, empowering businesses with innovative tools to connect with their customers. With a franchise network of over 50 locations, we provide solutions that drive local business growth. At Valpak, we foster a collaborative environment where creative problem-solving and business-friendly solutions are at the core of what we do.
Job Summary
The FP&A Analyst plays a critical role in driving the organization’s financial planning, forecasting, and decision-making processes. This role focuses on budgeting, forecasting, variance analysis, and delivering actionable insights that support strategic business goals. Working closely with cross-functional teams, the Analyst ensures financial data accuracy, identifies performance trends, and highlights opportunities for improved efficiency and profitability.
This position offers a career-building opportunity for professionals with 2–5 years of experience in finance or accounting who are eager to develop advanced skills in financial modeling, data visualization, and strategic decision-making while contributing to a dynamic FP&A team.
Primary Responsibilities:
- Develop and refine financial models to support annual budgets, rolling forecasts, and long-term strategic planning.
- Analyze and present key financial metrics, trends, and business drivers, providing recommendations for optimizing performance.
- Prepare and automate financial dashboards and reports using tools like Excel, Power BI, and other visualization platforms to support data-driven decision-making.
- Partner with business units to ensure alignment between financial goals and operational objectives, providing actionable insights and performance reporting.
- Investigate and explain budget variances, cost drivers, and revenue trends to leadership teams to support transparency and accountability.
- Collaborate with the FP&A team to evaluate financial risks and opportunities, presenting data-backed recommendations to senior leaders for key initiatives.
- Act as a liaison between finance and other departments, fostering clear communication and cross-functional collaboration.
Primary Skills & Requirements:
- Education: Bachelor’s degree in Finance, Accounting, or a related discipline.
- Experience: 2–5 years in FP&A, financial analysis, or accounting.
- Technical Skills: Advanced proficiency in Excel (macros, pivot tables, complex formulas); working knowledge of Power BI, Tableau, or similar tools; experience with ERP systems (e.g., SAP, Oracle, or Workday) is a plus.
- Analytical Skills: Proven ability to interpret complex financial data, analyze business drivers, and deliver clear, actionable insights.
- Competencies: Business acumen with a focus on data-driven decision-making, attention to detail, and problem-solving.
- Communication: Strong written and verbal communication skills, with experience presenting financial analyses to diverse audiences.
- Mindset: Collaborative, proactive, and eager to take on challenging projects in a fast-paced environment.
