Financial Analyst, FP&A

Lendingpoint - Kennesaw, GA

Full-time

Remote - Kennesaw, GA

Credit Intermediation and Related Activities

About the position

The Financial Analyst, FP&A position is a critical role within the finance department, responsible for delivering comprehensive business and financial counsel to the leadership team of the Company. This role employs various budgeting and analysis methods to assist in the preparation of budgets, forecasts, and financial reports. The analyst will conduct variance analyses, sensitivity analyses, and Responsibility Reporting by cost center, ensuring that the financial health of the organization is accurately represented and communicated. In this position, the Financial Analyst will support the budget and business planning process, which includes communicating budget guidance, assumptions, and timelines for assigned sections. The analyst will work closely with management to gather input and facilitate discussions on business plans and budget content. Additionally, the role involves maintaining the corporate financial model, making necessary adjustments, and enhancing its functionality as business needs evolve. The analyst will participate in the preparation of the annual financial plan and monthly forecasts, providing detailed variance analysis and trend comparisons with competitors. This position also requires collaboration with both Accounting and Finance teams to analyze accounting reports during the month-end close process, automate data aggregation, and focus on value-added analysis. The Financial Analyst will utilize data trends to provide financial guidance to the leadership team, presenting accurate financial analyses that enable strategic decision-making. Moreover, the role includes preparing executive-level presentations and materials, making recommendations for improvements in financial planning and Business Intelligence systems, and promoting cross-functional communication to enhance efficiencies in financial reporting and operations. The analyst will also be responsible for ad hoc financial analysis projects and ensuring compliance with company policies and regulatory requirements. This position is essential for achieving business goals related to revenue generation, resource allocation, and expense management through close collaboration with stakeholders.

Responsibilities

• Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections.
• Help maintain the Company's corporate financial model, including making adjustments, creating outputs, and building in new functionality as the Business requires.
• Participate in preparing the annual financial plan and monthly forecast/variance analysis.
• Provide Actual vs. Targeted financials, including variance analysis and trend analysis with comparisons from other companies including competitors.
• Support and remain a liaison to both Accounting & Finance teams initiatives and core functions including analysis of accounting reports during month end close process.
• Contribute to automate repetitive data aggregation, management of tasks to increase focus on value added analysis and financial requirements.
• Utilize data and trends to create and provide financial guidance and support to the leadership team on business health, risks, and opportunities.
• Provide and present accurate and relevant financial analysis to the FP&A Organization and respective senior management to enable strategic decision-making.
• Provide executive level presentations and materials created from data resources.
• Make recommendations to continue improvements of the Company's financials, planning, and Business Intelligence systems.
• Promote strong cross-functional communications and enhance efficiencies impacting Company process improvement efforts, especially as those processes relate to financial reporting and financial operations.
• Prepare and create ad hoc financial analysis projects and reports as requested.
• Support, own, and cultivate new and existing product ideas/projects.
• Ensure compliance with company policies, legal standards, and regulatory requirements by reviewing and monitoring accuracy of financial documents and business processes; drives corrective measures.
• Consults with business partners on sharing financial information, approved instruments and processes, and consistency with corporate policies.
• Assist in taking action with stakeholders to achieve business goals including revenue generation, resource allocation, and expense management through close collaboration.

Requirements

• An undergraduate degree in Accounting, Economics, Finance or similar preferred.
• 2-4 years relevant Financial Planning and Analysis experience in financial services.
• Skilled in Excel and PowerPoint.
• Ability to gather and utilize data to create well-polished presentation materials.
• Proven ability to compile and understand large amounts of data.
• 2-4 years of experience with a variety of software systems (i.e., Domo, SQL, Tableau or other BI Platform).