Financial Planning & Analysis Analyst

Description

PRIMARY PURPOSE: The Financial Planning & Analysis (FP&A) Analyst supports NTFB's financial goals through budgeting, forecasting, financial reporting, financial modeling, and strategic analysis. This role provides insight into organizational financial performance, trends, and variances, develops recommendations to support operational and strategic decision-making, and partners across departments to enhance financial planning, resource allocation, and continuous improvement.

MINIMUM QUALIFICATIONS:

Education:

• Bachelor’s degree in finance, accounting, business, or a related field, or an equivalent combination of education and experience

Special Knowledge/Skills/Abilities:

• Understanding of accounting principles, financial statements, budgeting, forecasting, and financial reporting practices.

• Strong organizational skills with attention to detail and accuracy

• Effective written and verbal communication skills

• Proven ability to clearly communicate complex concepts to both technical and non-technical audiences

• Aptitude for collaboration and customer service

• Demonstrates initiative, problem-solving ability and eagerness to learn

• Intermediate proficiency in Microsoft Office applications, including Excel and PowerPoint; exposure to automation tools (e.g., Power Automate) preferred

• Working knowledge of financial modeling, budgeting, forecasting techniques, SQL, and visualization and reporting tools (e.g., Power BI and Jet Reports), with the ability to develop financial analyses, reporting solutions, dashboards, and decision-support tools.

• Working knowledge of Microsoft Dynamics 365 or similar ERP software

Experience:

• Three years of relevant work experience required

PRINCIPLE DUTIES AND RESPONSIBILITIES:

• Perform detailed financial analysis, including budget-to-actual comparisons, forecasting, trend analysis, variance analysis, and financial modeling to evaluate organizational performance, identify risks and opportunities, and develop recommendations to support decision-making

• Support the annual budgeting process and periodic forecasting activities by collecting, analyzing, and validating financial and operational data from departments across the organization

• Analyze financial and operational metrics to identify performance trends, cost-saving opportunities, operational efficiencies, and areas for resource optimization

• Create, maintain, and enhance financial reports, dashboards, and analytical tools, ensuring the accuracy, integrity, and consistency of financial and operational data

• Translate business needs into meaningful financial analyses and reporting solutions, providing insights and recommendations that support operational decision-making

• Support process improvement initiatives by evaluating financial and operational workflows, identifying opportunities to improve efficiency and reporting effectiveness, and maintaining related documentation

• Partner with cross-functional teams to support budgeting, forecasting, financial reporting, and strategic initiatives by providing accurate analyses, financial insights, and decision-support recommendations

• Provide training and support to promote effective system adoption

• Perform ad hoc reporting, special projects, and other duties as assigned

MENTAL DEMANDS:

• Ability to adapt effectively to workplace stressors, including managing competing priorities, meeting tight deadlines, cross-functional coordination, and synthesizing complex information into clear, actionable recommendations that can significantly impact the team and organizational outcomes

PHYSICAL DEMANDS:

• While performing the duties of this job, the employee is required to stand, walk, sit, use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear.

• Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

• Eye strain, repetitive wrist motion and general fatigue from long periods of sitting and working on a computer.

• The employee must occasionally lift and/or move up to 15 pounds. 

 ENVIRONMENTAL FACTORS:

• Moderate noise (e.g., business office with open floor plan, computers, printers, light traffic).

The mental and physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This is not necessarily an exhaustive list of all skills, duties, responsibilities, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, NTFB reserves the right to revise the job or to require other or different tasks be performed as assigned.

The North Texas Food Bank is an equal opportunity employer.