OUR SERVICES: FINANCIAL ANALYSIS

Financial Planning and Analysis (FP&A) Analyst

What does a Financial Planning and Analysis (FP&A) analyst do?

A Financial Planning Analyst is responsible for analyzing financial data, developing forecasts, and creating budgets to support strategic decision-making within an organization. They gather and analyze financial information, assess current financial performance, and identify trends or areas for improvement. Financial Planning Analysts collaborate with various departments to develop financial plans and budgets aligned with organizational goals. They also monitor financial metrics, provide insights into financial performance, and make recommendations to optimize resource allocation and improve overall financial health. Additionally, they may assist in financial modeling, scenario analysis, and long-term financial planning initiatives.

    Tier 1

    .

    		 1 to 2
    years of
    experience

    Tier 2

    .

    		 3 to 5
    years of
    experience

    Tier 3

    .

    		 > 5
    years of
    experience

    ABOUT THE ROLE

    Roles and Responsibilities

    • Analyzing financial data and trends to provide insights into the organization’s economic performance.
    • Developing and maintaining financial models to support forecasting and budgeting processes.
    • Collaborating with various departments to develop and review financial plans and budgets.
    • Monitoring key financial metrics and variance analysis to assess performance against targets.
    • Providing recommendations to optimize resource allocation and improve financial efficiency.
    • Assisting in long-term financial planning initiatives and scenario analysis.

    Day-to-Day Duties

    • Analyzing financial data.
    • Developing and updating financial models.
    • Collaborating with departments on budgeting.
    • Monitoring financial performance.
    • Providing insights and recommendations for financial decision-making.

    SKILLS AND TOOLS

    Soft Skills

    • Analytical thinking
    • Attention to detail
    • Problem-solving abilities
    • Communication skills
    • Time management
    • Adaptability
    • Critical thinking
    • Collaboration

    Hard Skills

    • Financial modeling
    • Budgeting and forecasting
    • Data analysis and interpretation
    • Excel proficiency
    • Financial reporting
    • Knowledge of accounting principles

    Tools

    Microsoft Excel for financial modeling 70%
    Adaptive Insights, Anaplan, or Oracle Hyperion 90%
    Tableau, Power BI, or QlikView 80%

    Education

    Common Educational Backgrounds and Careers for this Role:

    • Public Accounting
    • Business administration
    • Forensic Finance
    • Economics
    • Mathematics
    • Statistics
    • Financial Analysis
    • Management Studies
    • Corporate Finance
    • Business Analytics

    CANDIDATES TESTS

    Tests & Evaluations for Candidates

    Financial Modeling Test

    Valuation models

    8/10

    For financial analysts, M&A consultants, and valuation specialists.

    Valuation Principles Test

    Knowledge of valuation methods

    9/10

    For corporate finance, investment banking, and strategic advisory roles.

    Advanced Excel

    Proficiency in financial models

    8/10

    For candidates handling complex data-driven financial assessments.