Accounts & Finance

Financial Analyst and FP&A Careers: From Fresher to Finance Manager

By JobKarle Editorial Team · Published · 2 min read

What financial planning and analysis teams do, the skills and tools, the career steps and how to stand out in interviews.

Illustration for Financial Analyst and FP&A Careers: From Fresher to Finance Manager

The short version

FP&A teams tell the business where the money is going and where it should go. They build budgets, forecasts and reports. It is a good path if you like numbers, storytelling and influencing decisions.

What the job involves

  1. Collect actual results from accounting.
  2. Compare them with the budget and last year.
  3. Explain the reasons for differences (variance analysis).
  4. Update forecasts and scenarios.
  5. Present findings to managers and recommend actions.

Skills and tools

  • Strong Excel and financial modelling
  • Understanding of financial statements
  • Data skills: SQL and BI tools help
  • Presentations and clear explanation
  • Business curiosity

Career steps

  1. Financial analyst
  2. Senior analyst
  3. FP&A manager
  4. Finance business partner or senior manager
  5. Director of finance or CFO track

How to enter

Commerce, finance and MBA graduates, and qualified accountants, enter FP&A. Freshers can start in accounts or reporting and move into analysis. Build a model for a sample company and a clear one-page summary to show in interviews.

Next step

Register on JobKarle and apply to financial analyst and FP&A roles.

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