Financial Planning and Analysis (FP&A) Analyst

Position Overview

The Financial Planning and Analysis (FP&A) Analyst role at MSR-FSR, LLC in Chandler, AZ, reporting directly to the CFO, focuses on delivering monthly financial reporting, budget preparation, financial data analysis, and insights to support executive decision-making. This part-time onsite position involves collaboration with accounting to ensure timely financial system closures and is supported by a part-time FP&A Manager.

Core Responsibilities

• Develop and consolidate budgets by QuickBooks department and class, monitor actuals versus plans, and recommend necessary changes.
• Prepare monthly management reporting packages using Centage Planning Maestro, summarizing key variances and offering actionable insights to leadership.
• Compile monthly financial consolidations from trial balances across five international subsidiaries for the parent LLC.
• Conduct variance analysis by examining discrepancies between actual and forecasted results, identifying root causes, and proposing recommendations.
• Create and update financial models to simulate scenarios, assess risks, and assist in decision-making; maintain PDQM Excel model biannually with current labor and overhead data.
• Coordinate quarterly fixed asset tracking with operations, updating construction in progress accounts, asset placements, depreciation schedules, and roll forward reports.
• Support the Controller in various monthly financial closing activities.
• Perform monthly reconciliations for US employee benefits and self-billing functions; undertake additional reconciliations as required.
• Assist in annual financial audits by fulfilling auditor requests and managing Prepared by Client (PBC) documentation.
• Identify and implement process improvements to optimize financial operations and reporting accuracy including use of internal AI tools.
• Assess financial risks and opportunities, recommending mitigations to management.

Qualifications and Experience

• Ability to interpret complex financial information, identify patterns, and provide practical recommendations.
• Proficient financial reporting and advanced Excel skills; skilled in Microsoft Office Suite.
• Experienced user of QuickBooks; familiarity with Centage or equivalent budgeting software preferred.
• Strong attention to detail ensuring precision in reporting and modeling.
• Excellent communication skills to clearly articulate financial concepts to non-financial stakeholders.
• Organized, dependable, capable of working independently and collaboratively in cross-functional teams.
• Skilled at multitasking under strict deadlines while maintaining confidentiality and professionalism.
• Strong interpersonal skills fostering teamwork and trust.
• Educational background: Bachelor’s degree in Accounting or Associate degree with equivalent work experience.
• Minimum of 2 years in accounting or related financial roles.

Competencies

• Adaptability to changing environments and managing multiple demands.
• Business insight, profitability orientation, and strategic alignment.
• Cost and resource consciousness with focus on efficiency and profitability.
• Dependability in meeting commitments and delivering quality results.
• Motivated to set challenging goals and persist through obstacles.
• Effective oral and written communication skills including presentation capabilities.
• Analytical problem-solving with teamwork and reasoned approaches.
• Professional demeanor and respectful treatment of others.
• Quality conscious, promoting accuracy and continuous improvement.
• Productivity oriented with timely work completion.

Work Environment and Physical Demands

• Work involves frequent periods of sitting and standing, hand and finger dexterity, and continual talking or hearing.
• Noise level is generally moderate.
• Visual requirements include close, distance, peripheral vision, depth perception, and focusing ability.

Employee Benefits

• Medical, dental, and vision health care plans.
• 401K retirement savings plan.
• Life and disability insurance coverage.
• Flexible Spending Accounts (FSA).
• Paid time off and training opportunities.

Equal Employment Opportunity

MSR-FSR is committed to equal employment opportunity and affirmative action, protecting against discrimination on grounds including race, color, religion, gender identity, veteran status, disability, and other protected classifications.