Financial Planning & Analysis (FP&A) Analyst

Job Description

Financial Planning & Analysis Analyst | Holtec International

The Tone:
This is a full-time role at Holtec International, located in Camden, NJ. Holtec is a company that operates in a global manufacturing environment, investing in people who power the future through advanced design. This role is vital for supporting financial planning, budgeting, forecasting, and performance analysis to help guide business decisions and achieve organizational goals. The FP&A Analyst provides crucial insights by analyzing financial data and identifying trends and risks, thereby improving operational and financial performance across the organization.

The TL;DR
• Role: Full Time
• Type: Full Time
• Location: In-person, Camden, NJ
• Pay: $80000–$95000 yearly
• Mission: Support financial planning, budgeting, forecasting, and performance analysis to guide business decisions and achieve organizational goals.
• Tech Stack: Microsoft Office Suite, Advanced Microsoft Excel, Enterprise resource planning (ERP) systems, Corporate Accounting package, financial planning and analysis software, business intelligence and data visualization tools, Power BI

What You’ll Actually Do
• Financial Planning: Support the annual budgeting, forecasting, and long-range planning processes to align financial plans with business objectives.
• Performance Analysis: Analyze financial and operational performance, identify trends and variances, and provide actionable insights to support decision-making.
• Reporting & Presentation: Prepare recurring and ad hoc financial reports, presentations, and business analyses for leadership and key stakeholders.
• Strategic Modeling: Develop financial models and scenario analyses to assess opportunities, risks, and strategic decisions.
• Process Improvement: Contribute to the continuous improvement of financial planning processes, reporting practices, and internal controls.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field, focused on financial planning and analysis principles.
• Experience: Three to five years of financial planning and analysis (FP&A) experience in a global manufacturing environment, demonstrating strong knowledge of budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Skills: Advanced Microsoft Excel proficiency, experience with enterprise resource planning (ERP) systems and Corporate Accounting packages, strong analytical and problem-solving skills, and excellent written and verbal communication.
• Bonus: Master’s in Business Administration (MBA), Certified Public Accountant (CPA), or Certified Management Accountant (CMA) designation; experience with financial planning and analysis software; and familiarity with business intelligence and data visualization tools, including Power BI.