Senior Analyst, FP&A

Description

Please note: This role will require in-person presence Monday - Friday at our Altamonte Springs, FL office. 

Why Everstory

At Everstory Partners, our mission is to create supportive spaces where individuals and families can find solace, meaning, and hope in the midst of loss. At the heart of our mission is a deep understanding of the profound and complex nature of grief. Every person’s journey through loss is unique, and we are committed to providing compassionate and personalized support.

We also believe that grief is not a problem to be solved or a burden to manage alone, but rather a natural and beautiful part of the human experience. Backed by our national strength and our local partners’ role is to be a steady presence, a source of comfort and guidance, and a partner in celebrating the life and legacy of the person who has passed.

The Impact You Will Make

The Senior FP&A Analyst is responsible for delivering accurate financial analysis and pricing strategy support. This includes developing financial templates, analyzing performance trends, preparing metrics, and maintaining pricing documentation. The role also supports budgeting, forecasting, and strategic planning while collaborating with cross-functional teams to drive data-informed decisions and operational excellence.

Essential Duties and Responsibilities:

• Maintain and develop standard templates for Senior Management and accounting, including a full set of basic financial statements.
• Support the short and long-term strategic business planning process.
• Evaluate company financial and operational performance through routine analytical reviews of financial results, budgets, and forecasts, including monthly and quarterly variance analysis.
• Develop and deliver value-add financial and operational metrics to communicate business unit and divisional performance trends.
• Propose key actions and strategic implications based on performance trends and appropriate metrics.
• Assist business unit and divisional operations with the annual budgeting and rolling forecast processes.
• Collaborate with sales, marketing, and product teams to develop and implement pricing strategies based on market trends, cost structures, and customer insights.
• Analyze pricing and sales data to uncover trends, anomalies, and areas for improvement, ensuring pricing documentation is maintained and updated for consistency and transparency.
• Extract data from IT systems to support accounting and finance needs, both ad hoc and on an ongoing basis.
• Perform other finance and accounting-related projects as assigned.

Requirements

• BS Degree in Accounting or Finance.
• CPA preferred.
• 3-5 years of progressive experience in an accounting, audit, or FP&A capacity
• Knowledge of US GAAP requirements.
• Public accounting experience preferred.
• Ability to maintain a high level of discretion and confidentiality when handling sensitive information.
• Strong analytical skills with a proven ability to interpret complex data and identify trends.
• Knowledge of pricing strategies, market analysis, and cost structures.
• Advanced MS Excel Skills
• Comfortable working independently and with minimal supervision.

Core Competencies:

• Compassion - Genuinely cares about people; is concerned about their work and non-work problems; is available and ready to help; is sympathetic to the plight of others not as fortunate; demonstrates real empathy with the joys and pains of others.
• Customer Focus - Is dedicated to meeting the expectations and requirements of internal and external customers; gets first-hand customer information and uses it for improvements in products and services; acts with customers in mind; establishes and maintains effective relationships with customers and gains their trust and respect.
• Ethics and Values - Adheres to appropriate (for the setting) and effective set of core values and beliefs during both good and bad times; acts in line with those values; rewards the right values and disapproves of others; practices what he/she preaches.

Work Environment:

• On-Site M-F required at our Altamonte Springs, FL Corporate Support Center.

Our Investment in You

Everstory Partners is proud to provide our employees with a quality work environment and opportunity for both personal and professional growth. As part of our ongoing commitment, we offer a competitive benefits package for our Full-Time Employees including:

• Medical, Dental, Vision, Life, AD&D and STD Insurance
• Tuition Reimbursement
• Career Advancement and Training
• Funeral and Cemetery Benefits
• Employee Referral Bonus
• 401k with Company Match

Everstory Partners is an Equal Opportunity Employer and is committed to employing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.

The pay range for this role is based on a wide range of factors that are considered in making compensation decisions regardless of race, gender, age, religion, or any other protected characteristic. They include skill set, experience and training, licensure and certification, and other business and organizational needs. This range estimate has been adjusted for the applicable geographic differential associated with the location at which the position may be filled. Compensation decisions are dependent on the circumstances of each hire.