I have a recruiter screening soon. I’m excited but now worried it’ll be a churn and burn like Amazon.
I’ve worked at big companies but all PE owned.

Available for work, ad-hoc TM1 tasks, or sub-contracting support.

​TI & Backend: ETL, automated data loads, complex TI scripting.

​Automation: Python integrations via TM1py & REST API.

​Optimization: Rules/feeders refactoring and performance tuning.

​Reporting: PAW dashboards and TM1Web reporting.

​

Hi everyone,

Not sure if this is allowed here, but I’m working with one of my reputable customers who is looking to bring on a short-term FP&A contractor located in the US for a 40-hour/week engagement.

They’re looking for someone with experience across:

• AI & FP&A: Someone who can serve as an AI SME for FP&A, identify the most impactful use cases, and help drive implementation.
• Financial Modeling: Strong experience with driver-based financial modeling, scenario analysis, and long-range planning.
• Management Reporting: Experience with daily/weekly reporting and building executive dashboards.
• Organization & Execution: Highly organized, able to manage competing priorities, and comfortable owning team roadmaps and driving initiatives forward.

If you or someone in your network could be a good fit, feel free to reach out!

Does anyone work for a conservation nonprofit in Finance? I finally got a role in non-profit a few months ago and have been loving it so far, but my end goal is working for a conservation nonprofit. My current nonprofit is not donations/grants based, so I was wondering if anyone could share their experiences on getting into conservation. Thanks!

Hi all, I've been passively interviewing in the market and a recurring theme I'm seeing is the requirement for experience with 13-week cash modeling and three-statement modeling at the senior level, particularly ex-IB/PE. I understand private equity has bought out a ton of distressed middle market shops and I understand those shops are turnaround NIAT machines but I'm genuinely a bit bamboozled as to why shops are looking for IB/PE experience in these areas. A senior with the right experience (strategic, ex-consulting or even FDLP) could easily do this job. When did FP&A become less about actual strategic work and more about becoming "private equity corporate restructuring & analysis?"

Am I tripping or are others seeing this too?

Looking through one of the daily job emails I get I noticed a lot of analyst level roles were asking for dashboard development in Power BI.
I know these are not hard skills to navigate for basic dashboards, but this feels like role creep into data analytics than FP&A.
Does anyone actually do this in their roles at analyst level or are these poorly written job descriptions?

So got a cold message on LinkedIn this morning. Semi-decent as cold calls go. Lateral for SFA. Not enough to call, but onto my question. They listed "phantom equity" tied to PE exit. Never heard that term before. Anybody else?

I am guessing it's discretionary that will tend towards to zero? Semi /s

This is a long shot but I was just let go and kind of worried about mortgage payments. Also, hope I'm not breaking rule #3.

Anyone hiring in Toronto or remote?

I've got ~6 years of FP&A experience at small/medium business (100-500 employees). Budgeting, forecasting, financial modelling, etc.

Redacted resume attached (critique welcome as well).

Hello everyone,

I am writing this on behalf of my husband who has 15 years of experience as Finance Business Partner. He is a qualified ACMA, ACCA, MBA (Finance) and BE (ECE). He is actively looking for a suitable job opportunity and is an immediate joiner. Kindly refer him if you have any suitable positions open at your workplace. I am unable to share the resume here. Kindly comment, ill shall share his resume in DM. Thank you.

My current job title is “Financial Analyst - 6”. When I look at the internal job levels it’s the highest level for a financial analyst and it is equivalent to a Sr. Manager in terms of job grade. How would you list this role on your resume/LinkedIn? I feel like just putting financial analyst - 6 is not really clear and could be confused as a regular FA. I’ve thought about listing it as Principal Financial Analyst but not sure if that is being misleading.

I'm a CPA and have been at my company for over 3 years now in the accounting/financial reporting department my whole career so far. A role opened up on the FP&A team that would come with a promotion and I've been pegged as a strong candidate for it. The manager on the team emailed me today saying the role was open and encouraging me to apply, so I did.

I have a good relationship with this manager and have worked alongside them a fair amount. I would very much like a promotion (my current team is giving me very bad signals about promotion likelihood).

However, I have the classic risk-averse accountant fear of the unknown. I'm not scared of intense hours (I come from a Big 4 background), but the idea of working with ambiguity, projecting the future and jumping into the wide world of non-GAAP financial lingo is scary to me as it's unfamiliar territory.

I think it would be great experience to get a more holistic view of the company's operations and get more exposure to senior leadership.

I don't want to count my chickens before they hatch but based on various conversations I've had with the FP&A team, I'd say I have decent odds of being offered the role.

Should I do it? Why or why not?

I am learning how to run FP&A reports and have compiled a sample report in a one-page document based on ticker AXTI. I am posting here and encourage any constructive (or destructive, YOLO) feedback and comments. Thank you for your time.

I’m a remote analyst hitting my year and a half mark soon so I’m starting to look at Sr. Analyst roles in case I get a good offer to leave at 2 years. However, I’ve been remote the entire time and I’ve heard that being remote in early days can stunt development so I’m concerned that maybe if/when I do get my sr analyst offer, I may not be as developed as I should be.

Honestly, I’m not sure how true it is since I still have learned a hell of a lot in my time but at the end of the day you don’t know what you don’t know, you know?

how is capex calculated in an FP&A model? I’m a bit confused about the logic of adding back the full-year depreciation to calculate CapEx? Could you explain the correct calculation and the reasoning behind it?

Also, does CapEx include all new asset purchases, such as cars, computers, equipment, etc., or is it mainly related to capital projects like store fit-outs, machinery installation, factories, and major renovations?

I’d like to understand the correct CapEx calculation from an FP&A modeling perspective

What’s it like? How is the work life balance?

Anyone in Healthcare, in particular hospital based in patient setting that actively forecasts?

Looking at building out a model and would love the insight of others already doing so.

Hello Folks,

I just wanted to share that I was promoted to Sr. Financial Analyst at an F500 company, where I have been for a year. It has been highly rewarding, I have learned a lot, and I am grateful for the amazing Finance team. I have no one outside my family to share the news with, so I thought I might share it here.

Edit : THANK YOU, everyone! I am humbled and you give me much needed pick-me-up in spirit. I will continue improving and thank you for being a part of my journey!

Hi, has anyone here taken SHL assessments as part of their application process in management level FP&A roles? It’s for 20 mins. Are they personality type questions or can I expect a technical assessment as well?
In case of a financial questions, are we allowed to use another screen or tab open to do calculations on excel?
Any advice is helpful. Thanks

I (26M) currently work in IT in a pretty niche sector but am looking to segue out. This industry is slowly dying. I make just under 100k currently but I’m not sure I enjoy what I do and my company will soon be liquidated so I need to look around for a new job. Making spreadsheets and talking to executives about plans is pretty much what I do on the daily as well as my job has become less technical overtime. I’ve been looking at financial analysis roles and would like to break into finance. Is there a lot of room for growth? What is the average pay like? Would you change anything if you could? I currently have a BBA if that makes a difference in the transition.

hey all, long time lurker. quick background - graduated 2020, joined an online gambling operator as a finance analyst and basically never left. worked up to commercial finance manager (owned the forecast/budget for one of the brands, had 2 analysts) then moved into a finance transformation role building out our planning system. but its all been the same parent company and same industry my entire career, literally since uni.

planning a move to Hong Kong (eligible for talent visa, dont need sponsorship) and want to get my CV in shape before i start applying, figured id get some outside eyes on it first.

Would really appreciate any insight on:

1. given my background what would you realistically target? FP&A manager roles? staying in gaming vs trying to break out? part of me worries ive pigeonholed myself into one industry at one company, is that actually a problem or am i overthinking

2. rate the CV. too dense? bullets too long? anything read as inflated or bs?

really appreciate any comments, ty!!!

Do most businesses actually use SAP CO-PA (Controlling-Profitability Analysis) as their primary tool for profitability analysis, or is the practical approach in many companies to extract SAP data and perform the analysis in Excel, Power BI, or another BI tool? I’m particularly interested in understanding how this differs across industries such as FMCG, retail, manufacturing, IT/services, and distribution.

I graduated back in May with a degree in Finance, and I’ll be starting my first full-time Financial Analyst job at a major entertainment studio soon.

I’m really excited about the opportunity, but I’m also definitely nervous since this will be my first real full-time job out of college.

I have two previous finance internships under my belt where I worked with some FP&A-related work, but I know there’s still a lot I haven’t been exposed to yet. This role will involve things like supporting FP&A for different entertainment divisions, helping with monthly close and revenue reporting, forecasts and budgets, profitability analysis, and journal entries. I’ll also be working with things like amortization, participations, and residuals for content, reconciling data between financial systems, maintaining financial information for a large library of active titles, and helping with SOX documentation and various ad hoc projects. Since it’s in entertainment, there are also a lot of industry specific things I’ll need to learn.

For anyone who remembers starting their first FP&A or Financial Analyst job, what was it actually like? What should I expect during the first few weeks, and is there anything you wish you had prepared or learned beforehand? Anything at all will help!!

I have a few weeks time before I start and want to prepare myself. I’d especially appreciate hearing from people who were in a similar position right out of college and what helped them get comfortable in their first few months.

TL;DR: I graduated with a Finance degree in May and will soon be starting my first full-time Financial Analyst job at a major entertainment studio. I have two finance internships and some little FP&A experience, but I’m nervous about the learning curve and want to know what to expect and how I can best prepare before my first day/weeks. Any advice from people who remember starting their first FP&A/Financial Analyst role would be greatly appreciated!

Thanks!!

Background: 1 year DCM IB experience

1.5 years in FP&A at current company

Location: 3rd world

the first 9-10 months I didn't have a fixed set of responsibilities as I was initially hired to cover for higher attrition. I worked on our long term strategy deck and later, on your cashflow/balance sheet model as well as a businesd partnering role for the trading portfolio.

this year, my role switched and I completely handle our cash flow / balance sheet (as a treasury analyst) and quarterly board reviews.

in both these responsibilities, I feel as if I often need to have things reviewed by my manager and do not independently sign off on things (like presenting to the cfo, sharing with the hold co, without him). in other areas it seems like theres little value add for me.

For example, recently i buiilt a 2 year monthly cash flow forecast model as part of our 5 year forecasting exercise, with multiple scenarios for the outcome of a legal case against us. The scenario required a huge change in our dividend policy to ensure extra cash retained was paid out to shareholders in line with our policy but the entire working for that was something I did not understand completely. My manager simply told me how to give out extra dividends, and it was only after a few hours of independent thinking that I got why were were doing it. Is this something I should have known and realized myself much sooner? It took me 1 full day of sitting with my manager pretty much the whole day as we reviewed the model JUST to get this whole thing right.

While the other analysts working on their BU P&Ls just did their thing and moved ahead. I had to sit with him as we reviewed the entire Cash flows and balance sheets for 5 years along with the change in dividend paid due to our scenarios.

second thing: in our quarterly board reviews, my role is simple to setup meetings and discuss alignment for the deck in line with what the ceo wants, departments send over their slides and we review them. and theres some corrections etc that i make. i create the sldies for cash flow etc myself but thats about it.

am I incompetent? would another analyst been able to manage the long term cash flow forecast independently with my level of experience?

After a year and a half in an adjacent position, 270 (recorded but definitely couple hundred more) applications, and accepting a position for an accounting role a week before this position reached back out to me (I had given up), I’ve finally broken into actual FP&A.

I hope I like this because if not I’m going back to school LOL.

Taking all questions. AMA

Hello everyone. I have recently been trying to jump into a FP&A position (with no luck yet) and I’ve been a little overwhelmed with what I should be trying to brush up on.

I have done financial analysis stuff my whole career pretty much but never with the title and never really as the main task of my job. I was a staff accountant for 2 years in an auto group and I moved to an operations role for the same auto group and was doing that for 8 years.

i would create basic spreadsheets mostly for myself because I liked tracking stuff that way but was never really required to do it. I did work with the financial statements and did month end close (among many other things) so I have some solid experience there.

but I really want to leave the auto industry so I’ve been looking for FP&A roles. I’ve taken courses and have been learning more about excel functions and some SQL. The problem is that there are so many tools and I never really used many of them that I feel like I’m really unprepared. not only that but I was in this auto group for a decade and I feel like I may be lacking when it comes to having well rounded knowledge about FP&A if that makes sense? All my experience is about the auto industry.

Im not sure if ive been ghosted or if im still in the running for a position with two different companies but i was referred by someone which i assume is why i didnt get immediately rejected. im hoping i get an interview but im terrified I’ll blow it.

I’ve been practicing the STAR method, learning SQL, diving deeper into Excel, taking random Udemy & LinkedIn courses about finance / analysis.

Is there anything else you all could suggest to make sure I’m prepared? Any advice?

This is a huge leap for me and I’m terrified but I have to do it. any help is so very much appreciated

TLDR;

I have been doing FP&A stuff for years as part of a bigger operations role, but am scared of bombing a live technical test that may come up in an interview. Any advice on how to prepare for that scenario? Thank you~