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
