Financial Planning and Analysis (FP&A) Specialist

Gaithersburg, MD
Full Time
Accounting and Finance
Experienced

Financial Planning & Analysis (FP&A) Specialist

Location: Gaithersburg, MD; Jacksonville, FL; Fort Lauderdale, FL (Hybrid)
Type: Full-time, Exempt

Drive Strategic Financial Growth at Autoscribe!

Autoscribe Corporation, a leader in premium payment processing solutions since 1989, is seeking a Financial Planning & Analysis (FP&A) Specialist to play a pivotal role in shaping our financial strategy and driving profitability. This is an exciting opportunity for a hands-on financial leader who thrives in a fast-paced environment and enjoys delivering data-driven insights that impact high-level decision-making.

What You’ll Do:

  • Lead budgeting, forecasting, and financial modeling to identify areas of opportunity and optimize company performance.
  • Partner with senior leadership to plan for and provide economic tracking for business initiatives.
  • Develop KPI dashboards and performance reports to provide actionable insights.
  • Enhance and build best practices for contemporaneous financial reporting.

What We’re Looking For:

  • 3+ years of Accounting-related experience.
  • 2+ years of progressive experience in financial planning & analysis.
  • Bachelor’s degree in Finance, Accounting, or Economics (MBA/CPA preferred).
  • Familiarity with e-commerce payment processing and/or payment systems highly desired.
  • Demonstrated proficiency in financial modeling and forecasting. Experience working with BI tools (PowerBI, Tableau, ERP systems) is a plus.
  • Strong analytical mindset, problem-solving skills.
  • Strong communication skills—able to translate complex financial concepts into clear, actionable insights and bring clarity into financial problems.

The Financial Planning & Analysis (FP&A) Specialist provides essential support and reporting that drives financial planning, pricing, and analysis to support the company’s growth and profitability goals. This individual will oversee budgeting, forecasting, and performance reporting. The role requires hands-on, collaborative leadership in a fast-paced environment.


Essential Functions
  1. Financial Planning & Forecasting:
    • Lead the annual budgeting process, including preparation, review, and presentation to senior leadership.
    • Develop and maintain accurate financial models to forecast revenue, expenses, and profitability.
    • Monitor financial performance against budget and forecasts, identifying trends and variances.
    • Reforecast annual performance as compared to budget in a minimum of 3/6, 6/6, 9/3 cadence
    • Meet monthly with each business line owner to review expense performance compared to budget and gain additional insight for remaining of year
  2. Strategic Analysis & Decision Support:
    • Partner with executive leadership to evaluate business opportunities, investment decisions, and strategic initiatives.
    • Provide in-depth financial analysis to guide key decisions, including ROI analysis, cost optimization, and market expansion.
    • Develop KPIs and dashboards to track financial and operational performance.
  3. Reporting & Presentations:
    • Prepare detailed monthly, quarterly, and annual financial reports for executive leadership and board presentations.
    • Communicate financial results, forecasts, and strategic recommendations effectively to key stakeholders.
  4. Team Leadership & Collaboration:
    • Manage and mentor the FP&A team, fostering a culture of excellence and continuous improvement.
    • Collaborate with cross-functional teams, including accounting, operations, and marketing, to ensure cohesive financial planning.
    • Meet with all P&L business leaders and collaborate with them on a regular basis
  5. Process Improvement:
    • Identify and implement improvements in financial systems, processes, and tools to enhance accuracy and efficiency.
    • Drive automation and integration initiatives to streamline financial reporting and analysis.
  6. Risk Management:
    • Evaluate financial risks and opportunities, ensuring proactive management to mitigate potential impacts on the business.
    • Maintain compliance with regulatory and financial reporting standards.
Education and Experience
  1. Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  2. 3+ years of progressive experience in financial planning and analysis.
  3. Strong proficiency in financial modeling, forecasting, and analysis.
  4. Advanced knowledge of financial systems, ERP tools, Business Intelligence Tools – expertise in using BI tools including but limited to PowerBI and Tableau and Microsoft Suite.
  5. Exceptional communication and presentation skills, with the ability to convey complex financial concepts to diverse audiences.
  6. Proven track record of driving strategic initiatives and delivering measurable results.
  7. High attention to detail, with excellent analytical and problem-solving skills.
  8. Ability to thrive in a dynamic, fast-paced environment and manage multiple priorities.
At Autoscribe, we value intelligence, adaptability, and excellence. If you are a strategic thinker who can balance big-picture vision with meticulous financial analysis, we want to hear from you!
 

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