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 .
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Prepare monthly and quarterly variance analysis and management reporting packages.
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Assist in reviewing sales team performance and advise on various compensation analysis .
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Assist in building financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases.
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Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics.
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Utilize AI tools to drive automation of existing manual reporting processes throughout the organization.
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Analyze fleet-related expenses (leasing, fuel, maintenance, utilization) and provide recommendations for efficiency and cost control.
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Support treasury functions including cash flow forecasting, liquidity management, and banking relationship support.
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Conduct ad hoc financial analysis and support executive-level presentations.
QUALIFICATIONS:
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Minimum three years of progressive FP&A, corporate finance, or related experience.
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Bachelor's Degree in Finance or Accounting
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Strong understanding of generally accepted accounting procedures Advanced Excel skills (financial modeling, complex formulas, pivot tables, macros).
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Advanced Excel skills (financial modeling, nested formulas, pivot tables).
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Proficiency in SQL for data extraction and joining disparate data sets.
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Proven experience building complex reports in Power BI, including knowledge of DAX, Power Query, and data modeling.
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Practical experience with treasury operations or cash flow modeling.
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Proficient in Microsoft Office, including Excel, Word, PowerPoint.
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Experience working with ERP systems such as NetSuite or SAP.
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Ability to present complex financial and data-driven insights to non-finance stakeholders.
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Ability to manage multiple priorities and adapt quickly as business needs evolve.
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