FINANCIAL PLANNING & ANALYSIS ANALYST

Unclassified - Largo, FL

Full-time

Largo, FL

About the position

Formulated Solutions is seeking a Financial Planning & Analysis (FP&A) Analyst to join our team in Largo, FL. This full-time position is pivotal in providing comprehensive financial analysis and insights that will support strategic decision-making and enhance business performance. The ideal candidate will possess strong analytical skills and the ability to effectively communicate findings to various stakeholders, ensuring that the analysis aligns with business needs and meets the expectations of private equity stakeholders. In this role, the FP&A Analyst will be responsible for developing and maintaining financial models that facilitate budgeting, forecasting, and long-term planning. The analyst will analyze financial performance through variance analysis and trend identification, supporting the preparation of annual budgets and quarterly forecasts. The position also involves providing actionable insights and recommendations to senior management based on thorough financial analysis. The FP&A Analyst will prepare and present monthly, quarterly, annual, and trailing twelve months (TTM) financial reports, as well as develop 18-month rolling forecasts by consolidating inputs from various sources and functions. Tracking key performance indicators (KPIs) to measure financial and operational performance is essential, along with conducting ad-hoc analyses to support business initiatives and strategic projects. The analyst will also assist in preparing materials for board meetings and investor updates, ensuring compliance with financial reporting requirements and private equity expectations. Additionally, the role includes creating and updating financial models to support decision-making and strategic planning, performing scenario analyses to assess the impact of potential business decisions, and collaborating with cross-functional teams to understand business drivers and operational issues. The FP&A Analyst will support cost management initiatives and profitability analysis while identifying opportunities for process improvements within the FP&A function to enhance financial reporting and analysis efficiency.

Responsibilities

• Develop and maintain financial models for budgeting, forecasting, and long-term planning.
• Analyze financial performance, including variance analysis and trend identification.
• Support the preparation of annual budgets and quarterly forecasts.
• Provide actionable insights and recommendations to senior management.
• Prepare and present monthly, quarterly, annual, and TTM financial reports.
• Prepare 18-month rolling forecasts, consolidating inputs from multiple sources and functions.
• Develop and track key performance indicators (KPIs) to measure financial and operational performance.
• Conduct ad-hoc analysis to support business initiatives and strategic projects.
• Assist in the development of materials for board meetings and investor updates.
• Leverage newly launched NetSuite system to ensure compliance with financial reporting requirements and private equity expectations.
• Create and update financial models to support decision-making and strategic planning.
• Perform scenario analysis to assess the impact of potential business decisions.
• Collaborate with cross-functional teams to understand business drivers and operational issues.
• Support cost management initiatives and profitability analysis.
• Identify opportunities for process improvements within the FP&A function.

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• 5+ years of experience in financial planning and analysis, preferably within the healthcare or manufacturing sectors.
• Experience in private equity environments is highly desirable.
• Proficiency in financial modeling, forecasting, and budgeting.
• Advanced proficiency in Excel and financial software (e.g., ERP systems, BI tools).
• Ability to work independently and collaboratively in a fast-paced environment.
• High attention to detail and strong organizational skills.
• Team-oriented with the ability to work independently with minimal supervision.
• Excellent analytical and problem-solving skills, with the ability to interpret data and provide actionable insights.