FP&A Analyst

Summary

CAI is a professional services company serving mission-critical and regulated industries. The FP&A Analyst supports financial planning, forecasting, management reporting, KPI analysis, and business decision support, including budgeting, variance analysis, dashboard development, acquisition reporting, and ad hoc analysis.

Responsibilities

• Support the annual budget, rolling forecast, long-range plan, and scenario modeling processes by preparing templates, consolidating inputs, validating assumptions, and analyzing financial outcomes
• Prepare monthly and quarterly reporting materials that explain revenue, gross margin, EBITDA, cash flow, backlog, pipeline, utilization, realization, project margin, working capital, and other key performance drivers
• Perform variance analysis comparing actual results to budget, forecast, prior periods, and operating expectations, and clearly communicate key drivers, risks, and opportunities
• Build and maintain financial models that support resource planning, project profitability, pricing analysis, capacity planning, hiring assumptions, cash flow forecasting, and investment decisions
• Partner with Accounting to understand actual results, ensure reporting accuracy, reconcile management reporting to financial statements, and help explain timing differences or classification issues
• Support FP&A systems and business intelligence efforts by maintaining report inputs, validating data, updating dashboards, documenting KPI definitions, and identifying opportunities to automate recurring analysis
• Assist with acquisition-related reporting, including diligence support, Day 1 reporting, synergy tracking, integration dashboards, and post-close performance analysis
• Prepare ad hoc analysis for Finance leadership, business leaders, investors, lenders, and other stakeholders as needed

Skills

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field required
• Typically requires 2 to 4 years of experience in finance, accounting, FP&A, data analytics, consulting, or a related analytical role
• Strong Excel skills, financial modeling ability, analytical curiosity, attention to detail, and clear written and verbal communication are required
• Experience with ERP systems, planning tools, Power BI or similar reporting platforms, project-based businesses, professional services, or acquisition-driven environments is preferred

Qualifications

Must Haves

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or related field required
• Typically requires 2 to 4 years of experience in finance, accounting, FP&A, data analytics, consulting, or a related analytical role
• Strong Excel skills, financial modeling ability, analytical curiosity, attention to detail, and clear written and verbal communication are required

Nice to Haves

• Experience with ERP systems, planning tools, Power BI or similar reporting platforms, project-based businesses, professional services, or acquisition-driven environments is preferred

Benefits

• Remote work