Financial Planning & Analysis Analyst

About Us

ProfitOptics is a performance improvement partner for distributors and manufacturers, helping close the gaps that off-the-shelf systems and siloed data leave behind - gaps that slow decisions, drain margin, and stall growth. Our integrated model combines digital solutions, clean data, and embedded advisory to deliver measurable results, with 15+ years of experience serving Fortune 50–500 companies.

Diligent, part of ProfitOptics, is the software development engine behind that model - building custom digital solutions that help clients work smarter, streamline operations, and solve complex challenges. Our team of 250+ spans the U.S. and Serbia, combining deep industry expertise with hands-on delivery. We don't just advise - we embed with our clients as practitioners, working alongside their teams to deliver outcomes and drive adoption.

About the Role

The FP&A Analyst will work directly with the CFO and COO and partner closely with Sales and Delivery leaders to strengthen financial planning, improve business visibility, and support profitable growth.

This role combines financial modeling and performance analysis with hands-on responsibility for client invoicing and the operational data and processes that support accurate reporting. The FP&A Analyst will help translate sales pipeline, project performance, staffing plans, and financial results into actionable insights for company leadership.

The ideal candidate brings demonstrated experience in financial planning and analysis, strong financial and analytical skills, and the ability to work independently across teams. Success requires attention to detail, sound business judgment, and a natural curiosity about using AI and automation to improve recurring workflows.

Responsibilities

Financial Planning and Forecasting

• Coordinate the annual budgeting process and recurring forecasts in partnership with the CFO, COO, and business leaders.
• Build and maintain financial models covering revenue, delivery costs, gross margin, operating expenses, and profitability.
• Develop revenue forecasts that incorporate contracted backlog, project schedules, resource availability, and sales pipeline assumptions.
• Partner with Delivery leaders to evaluate staffing plans, hiring needs, contractor spending, and capacity against expected demand.
• Prepare scenario and sensitivity analyses to assess the financial impact of changes in sales, utilization, pricing, staffing, and project timing.
• Maintain clear planning assumptions and identify risks and opportunities affecting financial performance.
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Business Performance and Profitability Analysis

• Analyze actual results against budget, forecast, and prior periods, explaining key variances and their business drivers.
• Evaluate performance by client, project, practice, and other relevant business segments.
• Monitor utilization, bill rates, delivery costs, project margins, and revenue per employee to identify opportunities for improvement.
• Partner with project and account leaders to investigate margin deterioration, forecast changes, and differences between planned and actual hours.
• Assess the financial implications of proposed pricing, staffing models, and client engagements.
• Translate analysis into practical recommendations and track progress on agreed actions.

Executive Reporting and Analytics

• Prepare a weekly executive dashboard covering financial and operational performance.
• Own the weekly revenue visibility report, combining PSA revenue forecasts with sales pipeline information.
• Support monthly business reviews with concise financial summaries, variance explanations, and forward looking insights.
• Produce practice-level pipeline reports and analyze sales and marketing performance, including bookings, conversion, and pipeline coverage.
• Establish consistent metric definitions and reconcile reporting across financial, PSA, and CRM systems.
• Support ad hoc analysis for strategic decisions, growth investments, and operational improvements.

Month-End Client Invoicing

• Own the month-end client invoicing process, ensuring invoices are accurate, complete, and issued on schedule.
• Generate invoices based on approved contract terms, billing schedules, and applicable time and expense records.
• Obtain approval from project owners and resolve any discrepancies before issuing invoices.
• Send approved invoices to clients in accordance with their billing requirements.

PSA Administration and Data Integrity

• Maintain accurate bookings, project records, and financial configurations within the PSA platform.
• Set up new projects, including billing and revenue recognition rules, in accordance with approved contract terms and Finance guidance.
• Monitor project forecasts and work with project owners to ensure timely, accurate updates.
• Reconcile PSA information with Finance records and investigate discrepancies affecting revenue, billing, or profitability reporting.
• Manage user setup and support timesheet and expense approval processes, including rejections and proxy approvals.
• Produce recurring operational reports covering utilization, revenue forecasts, actual versus forecasted hours, and project margins.

Sales Bookings and Commercial Support

• Verify that required booking documentation is complete and properly stored, including SOWs, MSAs, and LOEs.
• Validate booking values, contract dates, billing terms, and other information required for accurate project setup and forecasting.
• Create and maintain the weekly sales booking report.
• Partner with Sales and Finance to reconcile bookings, backlog, pipeline, and revenue expectations.
• Identify gaps or inconsistencies in commercial data and coordinate resolution with the appropriate owners.

Internal Initiatives and Process Improvement

• Track priority internal initiatives, including milestones, owners, expected benefits, and financial impact where applicable.
• Support communication and follow-through across teams to keep initiatives moving.
• Identify recurring reporting and administrative tasks that can be streamlined through AI and automation.
• Build and maintain practical automation solutions with appropriate validation and review.
• Document key processes, reporting methods, and planning assumptions to improve consistency and scalability.

Ideal Candidate Profile

• Demonstrated experience in FP&A, financial analysis, or business finance, including ownership of budgets, forecasts, financial models, and business performance reporting.
• Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Engineering, or a related quantitative discipline.
• Experience building financial models, preparing budgets and forecasts, and explaining financial performance.
• Understanding of income statements, revenue recognition concepts, and the relationship between operational activity and financial results.
• Advanced Excel or Google Sheets skills, including the ability to organize, reconcile, and analyze complex data.
• Strong attention to detail, with the judgment to identify which findings matter most to the business.
• Ability to communicate financial information clearly to colleagues outside Finance.
• Comfortable taking ownership of recurring deliverables, managing competing priorities, and following through across teams.
• Willingness to handle detailed system administration alongside higher-level analysis.
• Curiosity about AI and experience using technology to improve analytical or operational workflows.
• Experience in professional services, consulting, or software development services is strongly preferred. Familiarity with PSA platforms, CRM systems, business intelligence tools, SQL, or Power Query is a plus.

What This Role Offers

• Direct collaboration with and mentorship from the CFO and COO.
• Meaningful ownership of planning, reporting, and analysis that influence business decisions.
• Broad experience across Finance, Sales, Delivery, and business operations.
• Opportunities to improve profitability and shape scalable operational processes.
• Hands-on experience applying AI and automation to financial and operational workflows.
• A path toward broader responsibility in FP&A, business finance, or operations leadership.