FP&A Data Analyst

Role: FP&A Data Analyst

Location: San Jose, CA

This document outlines the key roles and responsibilities of a Data Analyst with experience in the Financial Planning & Analysis (FP&A) domain. This role is critical for leveraging data to provide actionable insights that support strategic decision-making within the finance function.

Key Responsibilities

Data Collection and Preparation:

Gathering financial and operational data from various sources (e.g., ERP systems, CRM, data warehouses, spreadsheets).

Cleaning, validating, and transforming data to ensure accuracy and consistency for analysis.

Developing and maintaining robust data models to support FP&A activities.

Financial Analysis and Reporting:

Conducting in-depth financial analysis, including variance analysis, trend analysis, and forecasting.

Developing and maintaining financial reports, dashboards, and visualizations to communicate key performance indicators (KPIs) and insights to stakeholders.

Supporting the annual budgeting and forecasting processes through data-driven insights.

Business Partnering and Collaboration:

Collaborating with finance, operations, and other departments to understand business needs and translate them into data requirements.

Presenting complex data findings in a clear, concise, and understandable manner to non-technical audiences.

Providing analytical support for strategic initiatives, investment evaluations, and cost optimization efforts.

System and Process Improvement:

Identifying opportunities to automate data collection, analysis, and reporting processes.

Working with IT and other teams to improve data infrastructure and analytical tools.

Ensuring data governance and best practices are followed for data integrity and security.

Ad-Hoc Analysis and Special Projects:

Performing ad-hoc analyses to address specific business questions or challenges.

Participating in special projects that require data expertise, such as M&A due diligence or new product launches.

Required Skills and Qualifications

Educational Background:

Bachelor's degree in Finance, Accounting, Economics, Data Science, Statistics, or a related quantitative field. Master's degree preferred.

Technical Skills:

Proficiency in data manipulation and analysis tools (e.g., SQL, Python, R).

Strong expertise in spreadsheet software (e.g., Microsoft Excel) for financial modeling and analysis.

Experience with Business Intelligence (BI) and data visualization tools (e.g., Tableau, Power BI, Qlik Sense).

Familiarity with financial planning systems (e.g., Anaplan, Hyperion, Adaptive Insights).

Domain Knowledge:

Proven experience working as a Data Analyst within an FP&A function.

Solid understanding of financial statements, accounting principles, and corporate finance concepts.

Knowledge of budgeting, forecasting, and financial reporting processes.