Financial Planning & Analysis Analyst

Posted 18 Days Ago
United States
Entry level
Marketing Tech • Software
The Role
The Financial Planning & Analysis Analyst will support business decisions through financial forecasting and modeling, analyze data trends, maintain financial dashboards, and assist in preparing financial reports while collaborating with cross-functional teams.
Summary Generated by Built In

Candidates located in Nashville, TN or willing to relocate preferred. This position requires one in-office day weekly.

The Role:

We are seeking a highly motivated Financial Planning & Analysis (FP&A) Analyst to join our dynamic finance team. In this role, you will play a key part in supporting business decisions through financial forecasting and modeling, providing insights that help drive strategic planning and operational efficiency. This is an excellent opportunity for someone with 0-3 years of experience who is eager to develop their skills in financial analysis and corporate finance in a flexible, remote or hybrid work environment.

 

What You’ll Do:

  • Build and maintain financial dashboards and reports, analyzing data trends to recommend actionable solutions.

  • Develop and maintain financial models to support forecasting, budgeting, and long-term planning.

  • Perform variance analysis, identifying key trends and providing insights to management.

  • Collaborate with cross-functional teams to gather data and assumptions for accurate financial projections.

  • Effectively communicate data findings and insights to department leaders.

  • Support the preparation of internal and external financial reports, ensuring accuracy and timely delivery.

  • Help drive process improvements in collaboration with operational leadership.

  • Assist business owners in meeting budget targets and complying with financial policies.

  • Participate in ad-hoc analyses and special projects to support strategic business decisions.

  • Track and monitor key financial metrics to improve overall financial performance.

 

Ideal Qualifications:

  • Bachelor’s degree in Math, Economics, Statistics, Finance, Accounting or related field.

  • 0-3 years of experience in financial analysis, financial modeling, FP&A, or a related finance role.

  • Strong analytical and quantitative skills, with proficiency in financial modeling and/or data analysis.

  • Advanced knowledge of Microsoft Excel

  • Working knowledge of the principles of financial statements, ratio analysis and trend analysis

  • Excellent communication skills, with the ability to present financial data to non-financial stakeholders.

  • Strong attention to detail and organizational skills, with the ability to handle multiple tasks and meet deadlines.

  • A proactive, problem-solving attitude and eagerness to learn in a fast-paced environment.

Nice to Have:

  • Experience with planning software (e.g. Adaptive, Hyperion, NSPB, etc)

  • Local to the Nashville area is a big plus

What We Offer:

  • The table-stakes benefits you’d expect including: medical/dental/vision, life and disabilities insurance.

  • Generous time off (we call it Open Time Away) as well as paid holidays and a birthday benefit day off.

  • 401k plan with a company match on your contributions.

  • Employee-centric and supportive remote work environment with flexibility.

  • Support for life events including paid parental leave.

Top Skills

Excel
The Company
Nashville, Tennessee
1,348 Employees
On-site Workplace

What We Do

Where relationships take root. The Marigold approach to Relationship Marketing stands alone in a world of one-size-fits all marketing technology companies. Our solutions are designed for your specific size, industry, and maturity, giving you the technology and expertise you need to grow the relationships that grow your business, from customer acquisition to engagement to loyalty. And, with a team of strategists that provide insights into what’s working, what’s not, and what’s changing in your industry, you’re able to maximize ROI every step of the way.

Great marketing isn’t just about conversion, but true connection. Learn why 40,000 businesses around the world trust Marigold to be the firm foundation they need to help relationships take root

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