Financial Planning & Analysis Analyst

PRIMARY PURPOSE: The Financial Planning & Analysis (FP&A) Analyst supports NTFBs financial goals through budgeting forecasting financial reporting financial modeling and strategic analysis. This role provides insight into organizational financial performance trends and variances develops recommendations to support operational and strategic decision-making and partners across departments to enhance financial planning resource allocation and continuous improvement.

MINIMUM QUALIFICATIONS:

Education:

Bachelors degree in finance accounting business or a related field or an equivalent combination of education and experience

Special Knowledge/Skills/Abilities:

Understanding of accounting principles financial statements budgeting forecasting and financial reporting practices.

Strong organizational skills with attention to detail and accuracy

Effective written and verbal communication skills

Proven ability to clearly communicate complex concepts to both technical and non-technical audiences

Aptitude for collaboration and customer service

Demonstrates initiative problem-solving ability and eagerness to learn

Intermediate proficiency in Microsoft Office applications including Excel and PowerPoint; exposure to automation tools (e.g. Power Automate) preferred

Working knowledge of financial modeling budgeting forecasting techniques SQL and visualization and reporting tools (e.g. Power BI and Jet Reports) with the ability to develop financial analyses reporting solutions dashboards and decision-support tools.

Working knowledge of Microsoft Dynamics 365 or similar ERP software

Experience:

Three years of relevant work experience required

PRINCIPLE DUTIES AND RESPONSIBILITIES:

Perform detailed financial analysis including budget-to-actual comparisons forecasting trend analysis variance analysis and financial modeling to evaluate organizational performance identify risks and opportunities and develop recommendations to support decision-making

Support the annual budgeting process and periodic forecasting activities by collecting analyzing and validating financial and operational data from departments across the organization

Analyze financial and operational metrics to identify performance trends cost-saving opportunities operational efficiencies and areas for resource optimization

Create maintain and enhance financial reports dashboards and analytical tools ensuring the accuracy integrity and consistency of financial and operational data

Translate business needs into meaningful financial analyses and reporting solutions providing insights and recommendations that support operational decision-making

Support process improvement initiatives by evaluating financial and operational workflows identifying opportunities to improve efficiency and reporting effectiveness and maintaining related documentation

Partner with cross-functional teams to support budgeting forecasting financial reporting and strategic initiatives by providing accurate analyses financial insights and decision-support recommendations

Provide training and support to promote effective system adoption

Perform ad hoc reporting special projects and other duties as assigned

MENTAL DEMANDS:

Ability to adapt effectively to workplace stressors including managing competing priorities meeting tight deadlines cross-functional coordination and synthesizing complex information into clear actionable recommendations that can significantly impact the team and organizational outcomes

PHYSICAL DEMANDS:

While performing the duties of this job the employee is required to stand walk sit use hands to finger handle or feel objects tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel crouch or crawl; talk or hear.

Specific vision abilities required by the job include close vision distance vision color vision peripheral vision depth perception and the ability to adjust focus.

Eye strain repetitive wrist motion and general fatigue from long periods of sitting and working on a computer.

The employee must occasionally lift and/or move up to 15 pounds.

ENVIRONMENTAL FACTORS:

Moderate noise (e.g. business office with open floor plan computers printers light traffic).

The mental and physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This is not necessarily an exhaustive list of all skills duties responsibilities efforts requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job NTFB reserves the right to revise the job or to require other or different tasks be performed as assigned.

The North Texas Food Bank is an equal opportunity employer.