FP&A Analyst

About Us

bswift is a leading benefits administration company that specializes in providing tailored solutions for our clients. Our mission is to simplify the complex world of employee benefits and deliver exceptional service to our clients. We are looking for a motivated individual with 1–3 years of experience to join our team as a Finance Analyst.

What You'll Do

The Finance Analyst will support the FP&A team, which is responsible for managing the planning and forecasting process through insightful analyses to enhance company decision-making and profitability. This role provides detailed reporting and analysis used by the executive team, investors, and lenders.

What You Will Be Responsible For

• Support the annual budgeting and rolling forecast process
• Prepare monthly financial reporting, including commentary and recommendations for the leadership team
• Conduct variance analysis by comparing actual results to budget/forecast, identifying drivers of performance, and recommending corrective actions
• Coordinate with accounting to ensure accuracy of financial information
• Partner with business leaders on activities related to the FP&A team
• Review results and provide decision-support insights for investments or cost-savings initiatives
• Identify and report on key metrics to ensure accountability across the company, including metrics for Quarterly Board Reporting
• Collaborate with HR on the requisition process to ensure personnel headcount and costs are managed effectively
• Build strong relationships with stakeholders through effective communication
• Partner with Sales to build financial models and review pricing for new business and renewals
• Review quarterly SLA and Bad Debt reserves
• Assist with detailed cash flow and balance sheet projections, supporting the treasury team as needed
• Support senior finance leadership (Finance Manager/Director, VP of Finance, CFO, and executive team) on key financial decisions
• Leverage approved AI tools to enhance efficiency in financial reporting, analysis, and documentation while ensuring accuracy and compliance with company standards