FP&A Analyst

  • Location
    Philadelphia, Pennsylvania
  • Category:
    Accounting & Finance - Accountant - Financial
  • Job Type:
    Direct Hire
  • Job reference:
  • Salary:
    $ 80000 - $ 95000

Financial Planning & Analysis Analyst

One of the nations top rated Insurance organizations in Philadelphia, PA is currently seeking a FP&A Analyst to join their team. This is a newly created role that will report to the Director of Finance and be responsible for assisting with the monthly forecasting of financial statements, generating monthly/quarterly reporting, assist with the budgeting, and develop cost analysis to asses potential business opportunities.

Candidates that will be most successful in the role will have a MINIMUM of 5 years financial reporting experience, bachelor’s degree in accounting or finance, advanced Excel skills.



  • Partner with leaders across the entire organization to develop financial targets and strategy
  • Provides weekly, monthly and quarterly KPI reporting for Finance and Operations leadership team
  • Planning & Forecasting: Participate in corporate planning, budgeting, forecasting, annual and long-range planning
  • Performance Management: Provide accurate, timely, and actionable financial reporting and key business metrics to operating teams, gain key insights into spend trends with meaningful and actionable analyses
  • Build thoughtful analyses to drive better investment decisions and optimal resource allocation
  • Business Partnering: Build strong relationships and collaborate with business leaders to become a trusted advisor who highlights risks, spots opportunities, build simulations and sensitivity analysis
  • Collaborate and communicate on a timely basis with the central heart of Corporate FP&A about monthly forecasts and other financial trends and developments


  • 5+ years of financial reporting experience
  • Bachelor’s Degree in Finance or Accounting
  • MBA or CPA preferred
  • Advanced Excel skills(V-Look up, Pivot Tables)

If you’re interested in learning more regarding the FP&A Analyst role, or additional opportunities we’re working on at Parker + Lynch, email your resume to james.kane@parkerlynch.com