About this opportunity
Premier Health Group lists this Financial Planning Analyst opportunity in city of clifton, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
FP&A Analyst
Location: 999 Clifton Avenue, Clifton, NJ (Hybrid)
Department: Finance
Reports To: FP&A Manager
Position Summary
We are seeking a highly analytical, resourceful, and self-motivated FP&A / Operations Analyst to support financial planning, reporting, forecasting, and operational analysis. Reporting directly to the FP&A Manager, this role works across Finance and Operations to analyze business performance, improve reporting processes, and turn financial and operational data into actionable insights.
We are looking for someone exceptionally strong in Excel, comfortable with Power Query and PivotTables, and quick to learn new systems. The right candidate does not need every step mapped out: if given A through C, they should understand the objective, ask the right questions, and independently work their way through D to Z.
Key Responsibilities
Operations & Business Analysis
Track and analyze key financial and operational KPIs
Analyze location-level performance and identify trends, risks, and opportunities
Work with operational teams to understand the business drivers behind financial results
Identify opportunities to improve efficiency, reduce costs, and increase profitability
Financial Planning & Analysis
Prepare and analyze monthly P&L reporting across locations and business units
Perform budget-to-actual, forecast-to-actual, and prior-period variance analysis
Identify and investigate drivers of revenue, expense, and profitability changes
Assist with annual budgeting and periodic forecasting
Excel, Data & Process Improvement
Build and maintain advanced Excel models, reports, and analytical tools
Use Power Query to import, clean, combine, and automate recurring data
Use formulas such as XLOOKUP, INDEX/MATCH, SUMIFS, IF statements, and other advanced Excel functions
Improve and automate manual or repetitive reporting processes
Learn new systems, data sources, and business processes quickly
What We're Looking For
Technical ability is important, but resourcefulness and ownership are equally important in this role.
The successful candidate should be someone who:
Can take an assignment from concept through completion without requiring constant direction
Knows how to research and troubleshoot problems independently
Can take an incomplete data set or loosely defined problem and determine how to move forward
Qualifications
Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field
1–3 years of experience in FP&A, financial analysis, accounting, operations analysis, or a similar analytical role
Advanced Microsoft Excel skills
Hands-on experience with Power Query and PivotTables
Working knowledge of P&Ls and financial statements
Strong analytical and problem-solving abilities
High attention to detail and accuracy
Strong written and verbal communication skills
Preferred Qualifications
Experience with large data sets
Experience working with ERP, accounting, or financial reporting systems
Compensation
$60,000–$80,000 base salary, depending on experience and qualifications.
What Success Looks Like
Within the first several months, the Analyst should own recurring P&L reporting, Excel models, Power Query workflows, KPI reporting, and variance analysis with limited supervision — given the objective, the data, and initial direction, then figuring out how to get to the finished product.
Worksite address
city of clifton, NJ, 07015, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.