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Description

FP& A Analyst

We are seeking an FP& A Analyst to support financial planning, forecasting, and performance analysis across a diversified investment portfolio. This role partners closely with senior leadership and accounting to deliver insights that inform strategy, valuation, and capital allocation.

This is a high-impact opportunity for an analytical, detail-oriented professional who enjoys working in a lean, fast-paced environment and taking ownership of core financial processes.

Key Responsibilities

+ Build and maintain financial models for budgeting, forecasting, and return analysis

+ Prepare rolling forecasts and scenario analyses to support strategic decisions

+ Analyze performance versus budget and forecast; identify key drivers and trends

+ Develop dashboards and reporting packages for senior leadership

+ Support valuation analysis, board materials, and lender/investor reporting

+ Partner cross-functionally to ensure data accuracy and aligned financial insights

+ Assist with special projects, process improvements, and FP& A system enhancements

+ Strong analytics and data skills would be a huge plus

Qualifications

+ 3–8+ years of experience in FP& A, corporate finance, investment, or consulting

+ Strong financial modeling, forecasting, and analytical skills

+ Ability to translate complex data into clear, actionable insights

+ Highly organized, detail-oriented, and comfortable managing multiple priorities

+ Strong written and verbal communication skills

+ Self-starter who thrives in a lean, entrepreneurial environment

+ Experience with BI tools, SQL, Tableau or Python is a plus

Requirements

• 3-8+ years of experience in FP& A, corporate finance, investment banking, private equity, or related fields.

• Expertise in financial modeling, forecasting, budgeting, and data analysis.

• Proven ability to synthesize complex information and present insights effectively to senior stakeholders.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .