FP&A Financial Analyst

Anastasia Beverly Hills is seeking a FP&A Analyst to join the Finance team. This person will play a key role in budgeting, forecasting, and planning for all commercial teams. Provide monthly and quarterly support to commercial leaders in performing P&L analysis. Works cross-functionally during month-end close to gather accruals, details on spend, and other financial reporting.

Essential Job Functions
Budgeting & Forecasting

• Support FP&A during the annual budget process regarding planning, preparation, consolidation and submission
• Manage budget template preparation, deployment and consolidation
• Act as key support to internal customers in the preparation of budget and forecasts
• Provide improvements on budget process and reporting
• Support development of rolling forecast process and reporting

Financial Reporting

• Update Weekly and Monthly Financial Reporting, including:
• Monthly Income Statement reports 
• Sales reporting
• Operating expense/project dashboards
• Weekly and monthly Scorecards/KPI reporting
• Additional reporting requirements as required

Assist in Monthly Close Review Process

• Review monthly P&L results and explain variances against budget and prior year
• Partner with Accounting and department heads to determine real vs timing variances; ensuring completeness of accruals and correct booking of expenses.
• Develop and maintain revenue and expense models, as well as develop new reporting tools as needed
• Research financial posting issues and provide Accounting team with correcting entries
• Develop and automate project tracking

Financial Analysis

• Provide detailed analysis and commentary on monthly P&L
• Support preparation of pro forma financial statements for business expansion plans and potential new customers
• Work closely with Sales and Marketing in reviewing performance against approved promotional and marketing plans
• Prepare monthly rolling forecasts of financial results
• Design new reports providing insights on the business for management 
• Develop scenario analysis (best/worst case) with recommendations to management
• Attend monthly departmental review meetings, provide minutes, follow-up on issues raised during meetings
• Track budget variances and provide management with necessary reporting to manage the business 
• Develop pricing and margin analysis
• Other various ad-hoc reports, analysis and special projects for management as needed

Requirements

• 2-4 years prior experience in financial analysis, budgeting and reporting.
• BA/BS in Accounting, Finance or related field required.
• Excellent mathematical and analytical abilities required. Must have knowledge of accounting principles and practices.
• Must have experience working with large data sets. V-lookup, SUMIF, and Pivot Table expertise required
• Prior experience using business management software systems required; prior experience with Netsuite preferred.
• Advanced skills in Microsoft Office products including Excel, Word, Power Point and Outlook essential.   
• Microsoft Access experience a Plus
• Excellent writing, verbal and reporting skills
• This is a hybrid work schedule 1-2 days in office in Beverly Hills.