FP&A Analyst Job Description Template
Own financial planning, forecasting, and analysis for the business. Build models, track KPIs, and deliver insights that shape budget allocation and growth decisions.
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Why hire a FP&A Analyst?
SMBs scaling beyond founder-managed finances need someone to stress-test assumptions, forecast cash needs, and give leadership a clear picture of unit economics and runway.
FP&A Analyst salary ranges
Approximate annual gross salary bands (Q2 2026). Always adjust for your city, seniority, and the candidate’s experience.
United States
$110,000 – $160,000
United Kingdom
£75,000 – £110,000
Eurozone
€95,000 – €135,000
FP&A Analyst responsibilities
- Build and maintain rolling 12–24 month financial forecasts, updating monthly with actuals and reforecasting drivers
- Analyze departmental P&Ls and unit economics (CAC, LTV, payback period) to identify cost levers and efficiency gaps
- Create monthly management dashboards tracking cash, burn rate, revenue cohorts, and headcount costs
- Challenge budget requests with data: model scenarios, identify trade-offs, and recommend resource allocation shifts
- Lead annual budget cycle: consolidate departmental plans, stress-test assumptions, and present board-ready summaries
- Conduct ad-hoc financial analysis on pricing, product margins, M&A opportunities, or fundraising scenarios
Skills & requirements
Required
- 5+ years in FP&A, corporate finance, or startup finance (not just accounting or bookkeeping)
- Advanced Excel: pivot tables, VLOOKUP, scenario modeling, and clean formula structure
- Fluency in at least one BI tool: Tableau, Looker, or Mode Analytics
- Solid grasp of SaaS or subscription metrics: MRR, CAC, churn, LTV, and payback period
- Clear communication: ability to translate financial output into plain-English recommendations for non-finance leaders
- Hands-on SQL or Snowflake querying to pull raw data and validate BI outputs
Nice to have
- Experience with fundraising: cap tables, investor reporting, and variance analysis against pitch decks
- Exposure to pricing strategy or margin optimization work
- Familiarity with Stripe, HubSpot, Salesforce connectors or custom ETL pipelines
Copy-ready FP&A Analyst job description
FP&A Analyst [Company name] · [City], [Country] · [On-site / Hybrid / Remote] $110,000 – $160,000 (US) · £75,000 – £110,000 (UK) · €95,000 – €135,000 (EU) — gross/year
Own financial planning, forecasting, and analysis for the business. Build models, track KPIs, and deliver insights that shape budget allocation and growth decisions.
Why this role exists SMBs scaling beyond founder-managed finances need someone to stress-test assumptions, forecast cash needs, and give leadership a clear picture of unit economics and runway.
What you'll do
- Build and maintain rolling 12–24 month financial forecasts, updating monthly with actuals and reforecasting drivers
- Analyze departmental P&Ls and unit economics (CAC, LTV, payback period) to identify cost levers and efficiency gaps
- Create monthly management dashboards tracking cash, burn rate, revenue cohorts, and headcount costs
- Challenge budget requests with data: model scenarios, identify trade-offs, and recommend resource allocation shifts
- Lead annual budget cycle: consolidate departmental plans, stress-test assumptions, and present board-ready summaries
- Conduct ad-hoc financial analysis on pricing, product margins, M&A opportunities, or fundraising scenarios
What you'll need
- 5+ years in FP&A, corporate finance, or startup finance (not just accounting or bookkeeping)
- Advanced Excel: pivot tables, VLOOKUP, scenario modeling, and clean formula structure
- Fluency in at least one BI tool: Tableau, Looker, or Mode Analytics
- Solid grasp of SaaS or subscription metrics: MRR, CAC, churn, LTV, and payback period
- Clear communication: ability to translate financial output into plain-English recommendations for non-finance leaders
- Hands-on SQL or Snowflake querying to pull raw data and validate BI outputs
Nice to have
- Experience with fundraising: cap tables, investor reporting, and variance analysis against pitch decks
- Exposure to pricing strategy or margin optimization work
- Familiarity with Stripe, HubSpot, Salesforce connectors or custom ETL pipelines
What we offer
- Salary: [range, gross, with currency and time unit]
- [Equity / bonus / commission if applicable]
- [Health, PTO, learning budget, equipment — only what's real]
- [Work mode + flexibility]
About [Company] [2–3 sentences: stage, customers, traction. Keep it specific.]
Want it tailored to your company and country?
The free generator writes a country-aware, inclusive, salary-formatted version in 30 seconds — then ranks the applicants when they roll in.
Frequently asked
What does a FP&A Analyst do?
Own financial planning, forecasting, and analysis for the business. Build models, track KPIs, and deliver insights that shape budget allocation and growth decisions. SMBs scaling beyond founder-managed finances need someone to stress-test assumptions, forecast cash needs, and give leadership a clear picture of unit economics and runway.
What should a FP&A Analyst job description include?
A strong FP&A Analyst job post has a one-line hook, why the role exists, 6 outcome-led responsibilities, a clear list of required skills, the salary range, and a country-specific compliance line. Use the copy-ready template above as a starting point.
How much does a FP&A Analyst earn?
Approximate annual gross bands (Q2 2026): $110,000 – $160,000 in the US, £75,000 – £110,000 in the UK, and €95,000 – €135,000 in the Eurozone. Adjust for city, seniority, and experience.
How do I write a FP&A Analyst job description fast?
Use Penroll's free job description generator — enter the title and country and it produces a complete, inclusive, salary-formatted FP&A Analyst post in about 30 seconds, no signup required.
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