FP&A Analyst – Investing and Tax

Job Description

FP&A Analyst | Ramsey Solutions

The Tone:
This is a full-time role at Ramsey Solutions, located on-site in Franklin, TN, with relocation assistance and flexible schedules available. Ramsey Solutions is a prominent organization in personal finance, founded by Dave Ramsey in 1992, dedicated to changing the toxic money culture for good. The company provides biblically based, commonsense education and empowerment, aiming to bring hope to individuals across all walks of life. This FP&A Analyst role is crucial for supporting the Ramsey Trusted business unit, helping leaders gain clear financial insights, understand performance trends, and make informed strategic decisions to further the company’s mission.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Franklin, TN

• Mission: Supports budgeting, forecasting, and reporting for a key business unit, providing critical financial insights for strategic decision-making.

What You’ll Actually Do
• Support: Support the comprehensive budgeting, forecasting, and reporting processes for the Ramsey Trusted business unit, with a specific focus on Investing and Tax.
• Drive: Drive insightful forecast conversations with stakeholders and continuously update financial models to ensure accuracy and relevance.
• Report: Provide timely and accurate reporting that clearly helps leaders understand revenue, expenses, profitability, and overarching business trends.
• Analyze: Partner with various teams to evaluate new business opportunities by conducting detailed scenario analyses, pro formas, and ROI calculations.
• Research: Stay closely attuned to marketplace dynamics, identifying key factors and trends to inform smart, data-driven decisions.

The Must-Haves
• Background: Entry-level career in Financial Planning & Analysis, requiring a foundational understanding of financial principles and corporate finance processes.
• Experience: At least 2 years of dedicated FP&A experience, specifically including the development and management of budgeting and forecasting processes for both revenue and expenses. Demonstrated ability to build, update, and improve complex budget models and financial reports for efficiency and effectiveness. Proven track record of creating scenario analyses, pro formas, and ROI calculations to rigorously support business decisions.
• Skills: Exceptional ability to translate intricate financial data into clear, compelling, and actionable stories for executive leaders and business unit managers. Strong analytical capabilities to dig into profitability trends, understand their underlying drivers across various revenue lines, and identify performance insights. A keen curiosity about the marketplace, with the ability to identify and articulate key factors, risks, and opportunities that could significantly impact business performance and strategic direction.