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7 FPA Roles

The document outlines various job roles within Financial Planning and Analysis (FP&A), including FP&A Associate, Analyst, Manager, Director, Consultant, Specialist, and Finance Business Partner. Each role has specific responsibilities ranging from data entry and report generation to managing teams and providing strategic financial insights. The document also promotes free FP&A resources available online.

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ronynoor
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10 views9 pages

7 FPA Roles

The document outlines various job roles within Financial Planning and Analysis (FP&A), including FP&A Associate, Analyst, Manager, Director, Consultant, Specialist, and Finance Business Partner. Each role has specific responsibilities ranging from data entry and report generation to managing teams and providing strategic financial insights. The document also promotes free FP&A resources available online.

Uploaded by

ronynoor
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

7 FP&A

Job Roles
FP&A Associate

Responsible for supporting the


FP&A

Include tasks such as data entry,


report generation, and
supporting the development of
financial models, budgets and
plans.
FP&A Analyst / Sr Analyst
/ Assistant Manager

Responsible for analyzing


financial data and
developing financial models.
And help to make informed
decisions.

Includes forecasting future


performance, identifying
trends and opportunities,
and supporting the
development of budgets,
forecasts and management
reports.
FP&A Manager /
Sr Manager

Responsible for managing a


team of analysts.

And providing financial insights


and recommendations to senior
leadership.
FP&A Director / VP

Responsible for leading


the FP&A function within
an organization.

Setting strategic direction,


and providing financial
insights, recommendations
to senior leadership
FP&A Consultant

Expert who works with a


variety of clients.

Analyze financial data and


develop recommendations
for improving business
performance.
FP&A Specialist / Subject
Matter Expert (SME)

Who has a deep


understanding of one
particular function or
domain or tool.

And is responsible for


providing specialized
support within an
organization.
Finance Business Partner

Working with internal


stakeholders on FP&A
activities.

Specialized in one function,


For example Sales Finance
Business Partner, Supply
Chain finance Business
Partner, Marketing Finance
Business Partner.
Check out Free FP&A Resources on

[Link]

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