Analyst Financial Planning

SUMMARY
The FP&A Analyst plays a critical role in financial planning forecasting and strategic decisionmaking for AMPP and all its affiliated entities. This position is responsible for managing budgeting forecasting and longterm financial planning processes as well as updating internal financial reporting packages variance analysis performance reporting KPIs and financial modeling. The FP&A Analyst will work closely with various levels of company management and serve as the primary point of contact for all business units.

Reporting directly to the Chief Financial Officer (CFO) this role requires a proactive problemsolver with strong analytical skills and the ability to work independently in a fastpaced environment. The FP&A Analyst will also partner with senior leadership and provide insights into Annual Recurring Revenue (ARR) operating expenses bookings forecasts and investment opportunities to support company objectives and drive strategic decisionmaking.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.

• Performs complex statistical cost and financial analysis of data reported in the various accounting systems.
• Leads the budgeting forecasting and longterm financial planning processes ensuring alignment with company objectives.
• Analyzes financial performance against key metrics and provides actionable insights to senior management.
• Supports leadership in developing business models for evaluating return on investment (ROI) conducting variance analysis and assessing the financial feasibility of capital expenditures new projects and growth initiatives.
• Assists with monthly and quarterly financial reviews presenting findings to senior management the CFO and other stakeholders.
• Recreates and refines budgeting processes annually due to significant company changes requiring adaptability and process development expertise.
• Provides forecasting insight and delivers bookings forecasts for the global organization.
• Partners with the sales organization to analyze the pipeline assess risks and opportunities and ensure revenue alignment.
• Manages the tracking and performance reporting of Annual Recurring Revenue (ARR) ensuring accuracy in financial projections.
• Develop financial models dashboards and key performance indicator (KPI) reports to track company performance.
• Monitors monthly financial results identifying and summarizing key variances by profit and cost centers.
• Evaluate if the system can recommend an annual performance rating score based on monthly completed projects errors and deadline adherence.
• Conducts ad hoc financial analysis to assist leadership in key decisionmaking.
• Serves as the liaison for all business units ensuring alignment between finance operations and executive leadership.
• Works closely with the Corporate Controller and accounting team to support financial reporting
• Acts as the communication hub for financerelated concerns across all departments ensuring smooth crossfunctional collaboration.
• Identifies opportunities for automation and efficiency improvements in financial reporting and budgeting.
• Assesses and recommend financial planning software or tools that could enhance forecasting and business analysis.
• Works with IT and finance leadership to ensure data accuracy and integration with NetSuite Paycom and other financial platforms.
• Identify gaps in financial systems and proactively recommend solutions to optimize financial workflows.
• Overseas cash flow forecasting and working capital optimization to ensure liquidity and financial health.
• Examine costsaving initiatives by identifying areas for operational efficiency improvements.
• Provide financial insights for global operations ensuring compliance with regional tax reporting and regulatory requirements.
• Works closely with international teams to align financial planning and reporting across different regions.
• Ensure currency fluctuation risks and foreign exchange impact are considered in financial projections and forecasts.
• Facilitates the development of financial KPIs that align with business goals providing recommendations for continuous improvement.
• Delivers financial insights are effectively communicated to Chiefs board members and key stakeholders.
• Perform quarterly and annual business reviews detailing financial performance trends and strategic recommendations.
• Partners with department heads to track spending optimize resource allocation and align financial plans with strategic objectives.
• Leads costbenefit analyses for new business initiatives helping teams evaluate feasibility before implementation.
• Determines areas for operational efficiencies ensuring the company maintains strong cost control measures.

SUPERVISORY RESPONSIBILITIES
No supervisory responsibilities are required for this role.

QUALIFICATION REQUIREMENTS
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge skill and ability required. A reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions.

• Must be a selfguiding problem solver who can independently develop solutions when given limited direction.
• Proven ability to develop financial models processes and reporting structures from scratch.
• Strong analytical mindset with the ability to interpret financial data and present actionable insights.
• Must be able to operate in a dynamic environment where priorities shift requiring adaptability and critical thinking.
• Significant experience working with corporate budgeting forecasting and performing variance analysis.
• Ability to develop rolling balance sheets cash flow statements and revenue projections.
• Familiarity with financial planning software and industry best practices.
• Experience with constantly evolving budgeting processes due to business changes is highly preferred.
• Must be an approachable and effective communicator who can translate complex financial data into clear actionable insights.
• Strong ability to collaborate with Chiefs and department heads.
• Comfortable working in crossfunctional teams and handling highvisibility projects.

TRAVEL REQUIREMENTS
Occasional travel may be expected for this role (no more than 5.

EDUCATION and/or EXPERIENCE

• Bachelors degree in business finance accounting or economics is required.
• 5 years of FP&A experience with demonstrated financial analysis and planning expertise is required.
• Understanding of accounting principles (financial statements debits/credits) is strongly recommended.
• MBA and CGMA designations are pluses.

LANGUAGE SKILLS Capacity to read interpret and analyze business periodicals professional journals technical documents and regulatory guidelines. Strong business writing skills for drafting reports business correspondence and procedural documentation. Possess the ability to effectively present complex financial data to executives managers employees and external stakeholders in a clear and engaging manner.

MATHEMATICAL SKILLS
Proficient in performing financial calculations such as discounts interest rates and commissions. Ability to apply mathematical concepts including fractions percentages ratios and proportions to business scenarios. Strong capability to develop and interpret financial graphs models and statistical data.

REASONING ABILITY
Expertise in solving practical problems and handling diverse financial scenarios with limited standardization. Capable of interpreting various instructions presented in written verbal diagram or schedule form.

OTHER SKILLS and ABILITIES
Strong verbal and written communication skills with the ability to convey complex information effectively.
Mastery to evaluate team performance and provide direction in a leadership capacity. Experience working in a fastpaced multitasking environment balancing multiple priorities and deadlines. Highly proficient in Microsoft Office particularly Excel and PowerPoint with a strong grasp of financial modeling and analysis. Familiarity with ERP and financial planning systems (e.g. NetSuite Paycom) is preferred. Proficiency to learn and adapt to organizationspecific software and tools.

PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job the employee is regularly required to use hands to finger handle or feel objects tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; climb or balance; and stoop kneel crouch or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision color vision and the ability to adjust focus.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be requested to enable individuals with disabilities to perform essential functions. The noise level in the work environment is usually moderate.

EQUAL OPPORTUNITY IN EMPLOYMENT
It is the policy of AMPP to provide equal opportunity in employment for all persons and to recruit select train promote retain and discipline without regard to race color sex age disability religion sexual orientation or national origin. AMPP complies with federal and state disability laws and makes reasonable accommodation for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact Human Resources via email at Further it is the policy of AMPP to maintain a professional workplace in which individuals are respected and work in an environment free of harassment including verbal or physical conduct that does not create an intimidating or hostile environment for candidates and/or employees.