FP&A Analyst
Budgets, forecasts and variance explanations, built from your actual numbers
The FP&A Analyst builds and maintains the budget, the rolling forecast and the monthly budget-versus-actual pack. It pulls actuals from the ledger, explains each material variance in plain language, and models the scenarios leadership asks for.
It works end to end on analysis, with a named finance owner who decides which forecast becomes the plan and what gets shared with the board or lenders. It never changes the books and never presents a forecast as a commitment.
AI does it end to end with a human owner.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: refreshes the forecast with yesterday's bookings and cash. Midday: drafts variance commentary for the monthly pack, asking department heads why spend moved. Afternoon: runs a hiring-plan scenario the CFO asked for. Monthly: publishes the budget-versus-actual pack to the finance owner for sign-off.
- ·Maintain the annual budget and rolling forecast models
- ·Produce the monthly budget-versus-actual pack with variance commentary
- ·Model scenarios on request (hiring, pricing, capital, downturn)
- ·Collect department inputs and hold owners to submission dates
- ·Track headcount and spend against plan
- ·Document every model assumption and its source
- ●Forecast accuracy (revenue and opex vs. actual)
- ●Monthly pack delivered by business day 8
- ●Variances above threshold with a written explanation
- ●Scenario requests turned around within 3 business days
- · Growth-stage companies
- · PE-backed businesses
- · Multi-location operators