Financial Analyst

Position Summary

The FP&A Analyst at The Gettys Group plays a vital role in supporting the company’s financial planning, project profitability, and overall resource efficiency. Acting as a key financial resource, this position ensures comprehensive budgeting, forecasting, and reporting processes while providing actionable insights that support informed decision-making, drive strategic decisions, and contribute to the success of the company. The ideal candidate is analytical, detail-oriented, and capable of translating financial data into clear, concise and meaningful business recommendations.

Role Responsibilities 

Financial Planning and Analysis:

• Assist in the preparation and analysis of the company’s financial forecasts, budgets, and long-term strategic plans by gathering and consolidating financial data from various departments and systems (Power BI and Deltek Vantagepoint), ensuring accuracy and completeness for effective analysis.
• Provide variance analysis, financial commentary, and insights into key business drivers, identifying trends, risks, and opportunities.
• Support revenue and profit forecasting by analyzing group performance, key growth initiatives, and customer account dynamics to help plan and prioritize business strategies.

Project Financial Management:

• Assist in project-level financial planning by developing detailed project analysis, tracking time / costs across project phases, and analyzing resource / team allocation to optimize financial performance.
• Use analysis and insights to guide team / managers on resource allocation, budget adherence and efficiency to enhance decision-making.

KPI Tracking and Reporting:

• Develop and monitor key performance indicators (KPIs) aligned with financial and operational goals, linking these metrics to actionable business improvements that drive efficiency and profitability.
• Prepare and distribute financial and operational reports to leadership, incorporating data visualizations and insights for clearer communication and informed decision-making.

Cash Flow Management:

• Support cash flow forecasting and monitoring to optimize liquidity and working capital.
• Collaborate with teams to improve billing processes and revenue collection cycles, ensuring timely payments and efficient cash flow management.

Performance Evaluation and Process Improvement:

• Conduct in-depth project analysis to identify potential change orders, additional services, and inefficiencies.
• Perform ad-hoc analysis on specific business questions or projects, providing data-driven recommendations.
• Identify and recommend process improvements to enhance profitability and resource efficiency.
• Support the management and continuous improvement of the Preferred Vendor Program by monitoring compliance and identifying opportunities for cost savings.

Role Requirements 

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2+ years of experience in financial analysis, FP&A, or related roles ideally within a professional services or project-based environment.
• Strong proficiency in Microsoft Excel, Power BI, Deltek/Vantagepoint and financial modelling.
• Familiarity with financial software and systems.
• Demonstrable experience with cash flow forecasting and budget management.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Strong communication and presentation skills, with the ability to convey complex financial concepts clearly.
• Ability to work collaboratively across departments and manage multiple projects simultaneously

Skills

• Exceptional Communication: Clear and proactive communicator, able to convey financial insights effectively to diverse internal teams.
• Organizational & Time Management: Highly organized with the ability to manage multiple tasks, deadlines, and priorities without sacrificing attention to detail.
• Analytical & Detail-Oriented: Strong ability to analyze financial data, spot inconsistencies, and suggest corrective measures.
• Collaboration & Relationship-Building: Skilled at working cross-functionally and building positive relationships with team members.
• Adaptability & Proactiveness: Capable of handling shifting priorities in a fast-paced environment and eager to propose process improvements.
• Financial Acumen: Strong understanding of budgeting, forecasting, and profitability analysis within a project-driven business.
• Problem-Solving: Resourceful in identifying roadblocks, troubleshooting challenges, and recommending practical solutions.

Salary 

• $60,000 - $70,000 annually 

Benefits

• Quality healthcare plans available after 60 days of employment
• Company paid short and long-term disability, as well as basic life insurance
• Paid time off
• 14 paid holidays off
• 401k match after 1-year 
• Flex Friday scheduling during summer months