Analyst, Financial Planning & Analysis (FP&A)

Description
Position at Triage Partners, LLC
Role: Analyst, Financial Planning & Analysis (FP&A)
A Triage Partners FP&A Analyst (Financial Planning and Analysis Analyst) role involves leveraging QuickBooks Online, Sage Intacct's accounting software, and potentially other FP&A platforms to perform financial forecasting, budgeting, and analysis. This role combines accounting knowledge with analytical skills to provide insights that drive strategic decisions.
Qualifications

• BA degree in Finance, Accounting, Economics, or a related field; MBA or CFA candidate preferred.
• 3+ years of experience with financial modeling, financial planning & analysis or corporate finance, preferably in the Construction industry
• Technical expertise leveraging Microsoft Office (advanced Excel / XLOOKUP / VLOOKUP / SUMIF / Power Pivots / Dealing with Large Data Sets / PowerPoint ), familiarity with Sage Intacct, and working knowledge of data visualization and dashboard development in Power BI
• Independent and self-motivated with a proven ability to work with minimal supervision
• Demonstrated working knowledge of accounting principles and financial statement presentation
• Ability to analyze and problem solve with a high level of intellectual curiosity that leverages a strong statistical background
• Demonstrated ability to prioritize and multi-task in a fast paced, changing environment
• Demonstrate excellent written and verbal communication skills with the ability to adapt to different audiences

Key Responsibilities and Skills:

• Financial Forecasting and Budgeting:

Develop and maintain complex financial models to support strategic initiatives and financial forecasts and budgets using FP&A tools.

• Financial Analysis:

Analyze financial data, identify trends, and provide insights to inform business decisions.

• Performance Monitoring:

Track key performance indicators (KPIs) and monitor results against forecasts using Power BI and other financial reporting tools.

• Reporting and Communication:

Prepare and analyze financial statement reports, dashboards, and presentations to communicate financial information effectively including consolidating financial statements from multiple FP&A tools.

• System Expertise:

Possess a strong understanding of Power BI, FP&A software tools, and AI data transformation tools to be able to utilize reporting capabilities.

• Analytical Skills:

Be proficient in data analysis, modeling, and forecasting techniques. Conduct variance analysis and debt covenant ratios to send to key stakeholders.

• Collaboration and Communication Skills:

Work with cross-functional teams to gather information and implement plans. Communicate financial information clearly and concisely to different stakeholders.

• Mergers & Acquisition Integration:

Use financial modeling tools to model cash flow analysis and integrate new acquisition target roll ups into the Company's business plan. Work with seller partners to streamline integration plans.
FP&A in the Context of Triage Partners :

• Triage Partners is a private equity backed telecommunications and construction firm that is looking to gain key insights using consolidated financial reports, budgets, and IRR model templates. Triage provides a solid foundation for accounting and reporting, but FP&A enhances its capabilities by providing more in-depth forecasting, budgeting, and analysis tools.
• FP&A analyst will integrate QuickBooks Online and Sage Intacct data with other software to create customized dashboards and reports.
• Popular FP&A platforms that integrate with Sage Intacct include Limelight Cloud FP&A and Budgeting Planning.

Who We Are:
Established and growing exponentially, Triage Partners is proud to be celebrating 19 years in business as the National Premier Provider in the telecommunications industry! With exceptional customer focus in mind, we provide a variety of services including fiber and cable installation services, engineering design, as well as integrated supply chain software solutions. Our goal is to provide unprecedented efficiencies to meet the demands of a fast-paced world.
As a member of our Team, you must be:

• Quality-driven - Trusted resources, providing quality services without question.
• Team-oriented - Collaborative and cohesive, demonstrating relationships matter.
• Innovative - Providing solutions and critical thinking, with an innovative approach.

Perks of Working at Triage:

• Remote flexibility
• Comprehensive benefits package, including but not limited to medical, dental, vision, and life
• Flexible Spending Account (FSA)
• Paid Sick Time
• Holiday Pay
• Paid Vacation Time
• Company Cell Phone
• Referral Program
• Career advancement opportunities
• Continuous training and personal development opportunities
• A quality Employee Recognition Program

Employment with Triage Partners, LLC is contingent upon successful completion of our background check and drug screen process.