Financial Planning and Analysis

• Lead budgeting, quarterly forecasting, and long-range planning processes
• Manage the enterprise financial planning system and maintain monthly activities
• Prepare monthly management and operations reporting packages
• Improve financial planning processes and reporting automation
• Analyze financial and operational results to identify trends, risks, and opportunities
• Partner with department leaders to evaluate spending, headcount, and capital allocation
• Monitor cost trends and identify efficiency improvement opportunities
• Develop operational KPIs and management dashboards
• Support capital project reporting and cost tracking
• Assist in developing and maintaining financial models for strategic initiatives and investment decisions
• Assist with scenario modeling, sensitivity analysis, and business case evaluations
• Partner with business leaders across the global enterprise to provide actionable financial insights, support strategic decision-making, and drive operational and financial performance
• Perform other duties as assigned

Senior Corporate FP&A Analyst

• Accurately receipt cash deposits and ensure all monies are received on transactions
• Submit credit applications
• Package, scan, and fund contracts
• Monitor and update the Contract In Transit (CIT) account
• Update notes in the software application for all unfunded deals
• Send and scan all Finance and Insurance contracts for remittance daily
• Log all contracts sent
• Prioritize car deals to ensure the One Hour promise time to customers is met
• Work directly with sales staff without direct customer interaction

Finance Assistant

• Accurately receipt cash deposits and ensure all monies are received on transactions
• Submit credit applications
• Package, scan, and fund contracts
• Monitor and update the Contract In Transit (CIT) account
• Update notes in the software application for all unfunded deals
• Send and scan all Finance and Insurance contracts for remittance daily
• Log all contracts sent
• Prioritize car deals to ensure the One Hour promise time to customers is met
• Work directly with sales staff
• Handle car financing as part of the sales process without directly interacting with customers

• Build and maintain financial reports, dashboards, and recurring analyses, including monthly variance analysis and KPI tracking
• Support the annual budgeting process and periodic forecast updates
• Analyze actual results against budget/forecast and identify and explain key variance drivers
• Partner with department leaders to understand financial needs and provide accurate, timely data and insights
• Maintain and improve Excel/Google Sheets-based models and reporting templates
• Assist with month-end close support and ad hoc financial analysis
• Identify opportunities to improve reporting processes and data accuracy
• Collaborate with the finance team and business partners across departments
• Support financial decision-making across Vynca, a healthcare organization providing comprehensive care for individuals with complex needs

Financial Analyst

• Deliver timely, accurate financial analysis to stakeholders
• Identify and implement process improvements to the financial reporting process
• Investigate performance variances and present concise, data-driven findings
• Perform ad hoc analysis to support the financial and operational needs of the rapidly growing business
• Embrace and uphold Ibotta’s Core Values: Integrity, Boldness, Ownership, Teamwork, Transparency & A good idea can come from anywhere
• Fully integrate with the team and directly contribute to ongoing Ibotta business initiatives
• Participate in ongoing teach outs

FP&A Intern

• Support FP&A leadership, the Business Operations team, and the CFO
• Provide analytics, reporting, oversight of financials, and performance measurements across the company
• Develop budgets, forecasts, and long-range financial plans
• Work cross-functionally across the company
• Transform complex financial data into actionable insights supporting strategic objectives
• Collect data from several sources and perform analysis
• Communicate data and findings effectively
• Prepare and present financial reports to senior management

FP&A Analyst I

• Monitor development and construction activities and perform due diligence reviews and data room management
• Highlight potential risks and formulate mitigation strategies to ensure timely project financings
• Maintain project financing infrastructure on Smartsheet, Egnyte, and Salesforce
• Manage data between platforms and refine tools/processes to support reports and analysis
• Support transaction managers by coordinating across project teams to ensure data rooms and diligence sites are complete, updated, and accessible for lenders and investors
• Review, prioritize, and coordinate development and construction deliverables with internal teams
• Support comprehensive due diligence reviews
• Represent the Project Finance team on internal project teams and discussions
• Support Managers and Directors in financial closings with external stakeholders and financing parties
• Participate in capital raise and deal structuring endeavors

Associate, Project Finance

• Maintain driver-based financial models connecting business assumptions to the income statement, balance sheet, and cash flow forecast
• Consolidate departmental inputs into a cohesive company outlook and assess assumptions
• Develop scenario and sensitivity analyses for business decisions, investments, and operating assumptions
• Maintain understanding of revenue, profitability, cash flow, working capital, and key business drivers
• Identify forecast risks and opportunities, quantify impact, and recommend actions
• Guide business leaders through forecasting, headcount planning, expense management, and investment modeling
• Challenge assumptions and help budget owners develop financially sound plans
• Translate financial results into actionable insights and recommendations
• Build cross-organizational working relationships and hold partners accountable for financial commitments
• Support resource prioritization and return-on-investment measurement
• Analyze monthly and quarterly results against budget, forecast, and prior periods
• Explain business and financial performance drivers
• Develop concise reporting and executive-level presentations
• Partner with Accounting during monthly close for accurate reporting and forecast alignment
• Monitor SaaS, operational, and financial KPIs and connect changes to the financial outlook
• Build financial models for strategic initiatives, pricing decisions, headcount investments, business cases, and company priorities
• Convert complex or ambiguous business questions into structured analysis
• Provide independent recommendations supported by financial and operational data
• Ensure models and analyses are accurate, scalable, documented, and understandable

FP&A Manager

• Manage annual budgets, quarterly forecasts, monthly outlooks, and long-range planning for global distribution, logistics, outbound freight, customer service, and related supply chain finance activities
• Serve as finance business partner to Distribution, Logistics, Product Supply Finance, Enterprise FP&A, and supply chain leadership
• Build and maintain financial models, scenario analyses, business cases, and ROI assessments for network optimization, automation, transportation strategies, and capital investments
• Track and interpret KPIs including cost per unit, freight performance, productivity, service levels, inventory impact, and fixed/variable distribution cost trends
• Identify risks, opportunities, savings initiatives, and operational trade-offs and provide actionable recommendations
• Support standardized forecasting, reporting, governance, and performance management across regions, brands, and distribution networks
• Partner with Controllership and FP&A teams to ensure accuracy, compliance, and consistent treatment of logistics-related costs
• Coach analysts or junior finance team members as applicable

Senior Manager, FP&A, Distribution & Logistics

• Prepare financial analysis, business reporting and operational financial reporting
• Support short-term and long-term financial planning processes, including annual budget, latest estimate updates and strategic growth plan
• Analyze financial performance against KPIs and provide actionable recommendations
• Facilitate corporate reporting and KPI monitoring
• Report and analyze financial statements and corporate results, including sales volume, revenue, COGS, ingredient, packaging, manufacturing, SGA and related costs
• Facilitate monthly business reviews and report financial performance to the executive team and parent company
• Prepare monthly financial and operational KPI reports and management report packages
• Partner with Accounting to enhance ERP data capture and FP&A reporting
• Coordinate with IT to identify reporting needs and facilitate report development
• Provide management analysis, what-if analysis, scenario planning and business case reviews
• Coordinate with global regions on reporting and KPI reviews
• Build the annual budget and long-term financial strategic growth plan
• Manage financial planning software and act as the corporate expert for related questions
• Serve as primary FP&A contact for corporate parent enquiries and align submissions with parent guidelines
• Assess risks and opportunities and help manage their impact on financial performance
• Drive SGA cost savings, own SGA reporting and manage corporate SGA spending
• Develop cost-saving initiatives and corporate benchmarking
• Meet with stakeholders to manage spending and identify opportunities
• Mentor, develop and manage junior staff as required
• Perform other assigned tasks

Financial Planning and Analysis jobs in Colorado

Senior Corporate FP&A Analyst

Finance Assistant

Finance Assistant

Financial Analyst

FP&A Intern

FP&A Analyst I

Associate, Project Finance

FP&A Manager

Senior Manager, FP&A, Distribution & Logistics

Manager, Financial Planning & Analysis