FP&A, Senior Analyst

About the position

The Financial Planning and Analytics (FP&A) Senior Analyst will play a crucial role in supporting financial performance, decision-making, and providing valuable insights to management. The FP&A Analyst will report to the Head of Finance of Rocketbook and work closely with Business Development, Marketing, Operations and Finance counterparts in BIC group. This is a critical role to support business growth.

Responsibilities

• Lead revenue forecasting, reporting, and analysis for distribution to management
• Collaborate with cross-functional teams to gather relevant data and incorporate insights into financial projections
• Lead develop and maintain financial forecasts, budgets, and long-range plans using advanced modeling techniques
• Analyze financial performance, identify key trends, and provide actionable insights to support strategic decision-making
• Manage the preparation of comprehensive financial reports, including variance analysis and key performance indicators (KPIs)
• Evaluate and support the costing of new products and new customer programs, conduct pricing analyses, and provide comprehensive product and project P&Ls
• Lead the monthly financial close process, performing thorough analyses and presenting insights to business partners
• Conduct ad-hoc financial analysis to support special projects and strategic initiatives

Requirements

• Bachelor's degree in Finance, Economics, Accounting, or a related field
• 3-5 years of experience in a CPG business in one or more analytical business functions such as Financial Planning & Analysis (FP&A), Sales Reporting and Analysis, Category Management, Marketing Reporting and Analysis or Strategy
• Alternatively, 3 years as a strategy analyst in a leading management consulting firm with relevant project, model building and analytical experience
• Strong proficiency in financial modeling, forecasting, and data analysis
• Advanced Excel skills. Experience with financial planning tools an advantage (e.g., Adaptive, Tableau, Power BI)
• Excellent analytical and problem-solving skills with attention to detail
• Strong communication and presentation abilities
• Experience with Quickbooks, Anaplan and ERP systems an advantage

Nice-to-haves

• MBA or relevant professional certification (e.g., CPA, CFA) in progress or completed an advantage
• Knowledge and experience of sales and distribution in the CPG industry and its financial drivers
• Experience with system integrations, implementations
• Experience with data visualization tools and BI platforms
• Familiarity with accounting practices and cost accounting principles
• Experience in a high-growth, innovative environment driving continuous process improvement