Financial Planning & Analysis Analyst

Financial Planning & Analysis Analyst

This role supports the FP&A function with financial reporting, budgeting, forecasting, and strategic analysis across the organization. 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.


• Bachelor's Degree in Finance or Accounting


• 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.

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