INSIGHT2PROFIT · 4 hours ago
Financial Planning & Analysis Analyst
Beachwood, OH
Full-time
Hybrid
Entry Level
1+ years expINSIGHT2PROFIT is seeking a Financial Planning & Analysis Analyst to support the Finance team in delivering accurate financial reporting and business insights. The role involves hands-on exposure to budgeting, forecasting, variance analysis, and financial modeling, while collaborating with cross-functional stakeholders to enhance decision-making processes.
Management ConsultingManufacturing
Responsibilities
Support budgeting, forecasting, and financial reporting processes under the direction of senior FP&A team members
Build and maintain financial models and analyses to evaluate business performance and identify trends
Prepare monthly and quarterly variance analyses (actuals vs. budget/forecast) and assist in summarizing key drivers
Compile and analyze data related to key performance indicators (KPIs), margin trends, and cash flow metrics
Partner with cross-functional teams (e.g., Delivery, Technology, Commercial, etc.) to gather data and support financial analysis requests
Assist in the preparation and maintenance of financial dashboards, reports, and management presentations
Support strategic analyses such as pricing reviews, profitability analysis, scenario modeling, and investment evaluations
Help gather, validate, and analyze financial and operational data in support of growth initiatives or due diligence efforts
Contribute to continuous improvement of FP&A processes, tools, and reporting through documentation, standardization, and automation
Adhere to internal controls, data integrity standards, and finance best practices
Qualification
Required
Bachelor's degree in finance, accounting, business, economics, or a related field
Experience in FP&A, finance, accounting, business analytics, corporate finance as gained through coursework, academic research, or internships
Proficient in computer applications including Excel, PowerPoint, etc
Solid analytical and problem-solving skills with strong attention to detail
Ability to synthesize data and clearly communicate findings in written and verbal formats
Strong organizational skills with the ability to manage multiple tasks and deadlines
Curiosity and willingness to learn complex financial concepts and business drivers
Ability to work collaboratively across teams and levels in a professional environment
Demonstrated accountability, reliability, and a growth-oriented mindset
Preferred
At least one (1) year of professional experience in corporate finance, consulting, or professional services environments
Proficiency in Power Query and Power BI, or equivalent data transformation and visualization tools, is strongly preferred
Demonstrable experience in financial modeling, budgeting, and reporting
Strong quantitative and analytical skills, including working knowledge of basic financial modeling methods and data interpretation
Demonstrated ability to manage multiple complex projects, prioritize tasks, and deliver high-quality work in a dynamic, fast-paced environment
Collaborative and proactive work style, with strong personal accountability, professional maturity, and drive to achieve results
Company
INSIGHT2PROFIT
INSIGHT2PROFIT is a management consulting firm located in Ohio.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carl Will
Chief Executive Officer
J
Jonathan Durkee
Chief Operating Officer
Recent News
Business Journals
2022-07-12
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