Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst

This role is responsible is for assisting the Manager, Finance Planning & Analysis (FP & A) with maintaining and reviewing financial reporting metrics, budgeting, forecasting and strategic analysis across the organization. This role will play a key part in budgeting, performance tracking, and decision support, with added exposure to treasury operations, fleet management, and client support. The ideal candidate will be a "data-first" finance professional, using SQL and Power BI to automate reporting and drive visibility into company performance.

RESPONSIBILITIES:

Support annual budgeting, updating forecasts, and scenario planning activities .

Prepare monthly and quarterly variance analysis and management reporting packages.

Assist in reviewing sales team performance and advise on various compensation analysis .

Assist in building financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases.

Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics.

Utilize AI tools to drive automation of existing manual reporting processes throughout the organization.

Analyze fleet-related expenses (leasing, fuel, maintenance, utilization) and provide recommendations for efficiency and cost control.

Support treasury functions including cash flow forecasting, liquidity management, and banking relationship support.

Conduct ad hoc financial analysis and support executive-level presentations.

QUALIFICATIONS:

Minimum three years of progressive FP&A, corporate finance, or related experience.

Four year college degree in Accounting or Finance.

Strong understanding of generally accepted accounting procedures Advanced Excel skills (financial modeling, complex formulas, pivot tables, macros).

Advanced Excel skills (financial modeling, nested formulas, pivot tables).

Proficiency in SQL for data extraction and joining disparate data sets.

Proven experience building complex reports in Power BI, including knowledge of DAX, Power Query, and data modeling.

Practical experience with treasury operations or cash flow modeling.

Proficient in Microsoft Office, including Excel, Word, PowerPoint.

Experience working with ERP systems such as NetSuite or SAP.

Ability to present complex financial and data-driven insights to non-finance stakeholders.

Ability to manage multiple priorities and adapt quickly as business needs evolve.

Drug Free Employer