Financial Analyst - FP&A
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate, EEO, etc. Must preserve all substantive info. We need to parse the posting. Let's extract sections: - About the role: The intro paragraphs about Origence, mission, AI, etc. Could be "About the role" or maybe "About Origence". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content accordingly. We have: - Intro: "Shaping the Future of Lending With 30 years of fintech leadership, Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help shape the future of lending, we're leveraging AI to enhance the way we work and create value for our clients, and we're seeking individuals who are excited by emerging technologies and eager to use them responsibly to solve problems and drive impact. Origence is seeking a highly analytical and technology-driven Financial Analyst, FP&A to support financial planning, reporting, business intelligence, and analytics initiatives across the organization. This role serves as a key partner to the FP&A team by delivering financial analysis, developing Power BI reporting solutions, supporting planning processes, and leveraging enterprise data to drive business insights. The ideal candidate combines strong financial acumen with modern data and business intelligence capabilities and is passionate about improving decision-making through data, automation, and reporting excellence." That could be "About the role". We'll put that in
. - The Origence Mindset: maybe part of About the role or separate? Could be part of About the role. But we can include as part of About the role. - How You'll Contribute: This is responsibilities. Contains bullet-like sentences but not bullet list. We need to use
- for any list of duties/requirements/benefits. The content is sentences separated by periods. We can treat each sentence as a list item? The instruction: "Use
- for any list of duties/requirements/benefits". The posting has a list of duties but not formatted as bullet list; we can convert each duty into
- . We'll need to extract each duty.
Let's list duties from "How You'll Contribute":
- Support annual budgeting, quarterly forecasting, and long-range planning processes.
- Prepare monthly financial reporting packages, variance analyses, and management presentations.
- Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations, and business cases.
- Analyze financial and operational performance, identifying key trends, risks, and opportunities.
- Partner with business leaders and Finance team members to deliver actionable insights and recommendations.
Then "Business Intelligence & Reporting":
- Design, develop, and maintain Power BI dashboards, scorecards, and reporting solutions.
- Create executive, departmental, and operational KPI reporting.
- Automate recurring reporting processes to improve efficiency, consistency, and accuracy.
- Translate business requirements into scalable reporting and analytical solutions.
- Support development and governance of enterprise reporting standards and metric definitions.
Then "Data & Analytics":
- Analyze financial and operational data to identify trends, business opportunities, and performance drivers.
- Leverage enterprise data sources and data warehouse environments to support reporting and analytics.
- Utilize SQL and other analytical tools to extract, transform, and analyze data.
- Perform ad hoc analyses to support Finance, Product, Operations, and Executive Management.
- Assist with data validation, reconciliation, and data quality initiatives.
Then "Systems & Process Improvement Support":
- Support Adaptive Planning administration, reporting, and process enhancements.
- Assist with planning model maintenance, data integrations, and reporting improvements.
- Identify opportunities to streamline planning, reporting, and analytics processes through automation.
- Participate in Finance transformation and business intelligence initiatives.
- Collaborate with Finance, IT, and business stakeholders to continuously improve data accessibility and reporting capabilities.
We could group these under Responsibilities as a single list, or separate subheadings? The instruction only allows those specific headings; we cannot add custom headings like "Business Intelligence & Reporting". So we need to put all duties under Responsibilities heading as a
- . That's fine.
Now Requirements/Qualifications/Skills: We need to decide what goes where. The posting has sections: "What Makes You a Great Fit" with Education, Experience, Your Strengths & Expertise. Also "How We Invest In You" (benefits). Also "Recognizing Your Impact" (pay). Also maybe "Your Strengths & Expertise" includes skills.
We need to map to headings: Requirements, Qualifications, Skills. The instruction says use those headings if there is real specific content. We need to decide what content belongs to each.
Typically: Requirements = mandatory experience/education; Qualifications = similar; Skills = specific technical skills. But we can combine.
We have:
Education: Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
Experience: 5-10 years of experience in FP&A, financial analysis, business intelligence, or analytics. Advanced Excel and financial modeling skills. Advanced Power BI experience, including dashboard development, data modeling, DAX, and data visualization best practices. Strong understanding of financial statements, budgeting, forecasting, and performance analysis. Excellent analytical, communication, and presentation skills. Ability to work effectively across Finance, Technology, and business teams.
Your Strengths & Expertise: Experience with Adaptive Planning. Experience with SQL. Experience with Microsoft Fabric. Experience working with enterprise data warehouse environments. Experience with reporting automation and business intelligence initiatives. Experience in financial services, lending, fintech, SaaS, or technology organizations. Working knowledge of ASC606. Serve as a Finance analytics resource and Power BI subject matter expert. Bridge Finance, IT, and Data teams to deliver scalable reporting solutions. Improve reporting automation and reduce manual processes. Deliver timely, accurate, and actionable business insights. Support the continued evolution of Finance into a more data-driven and analytics-focused organization.
We could treat Education + Experience as Requirements/Qualifications. And the Strengths & Expertise as Skills.
But we need to avoid duplication. Let's decide:
- Requirements: Education and Experience (maybe combined).
- Qualifications: maybe same as Requirements? Could be redundant. Better to have Requirements (education + experience) and Skills (technical expertise). Qualifications maybe not needed if content overlaps. But we need to include a section only when posting has real specific content. We have content for Requirements (education + experience). We have content for Skills (specific tools/experience). We may not have distinct Qualifications beyond that; we could omit Qualifications section.
But we also have "Your Strengths & Expertise" includes many items that could be considered skills. We'll put those under Skills.
Now Benefits: "How We Invest In You" lists benefits: 401(k) with 8% Company Match, Flexible Work Environment, Competitive Paid Time Off, Tuition Reimbursement & Education Benefits, Comprehensive Health & Wellness Benefits, Microsoft Copilot and AI-Enabled Tools, Continuous Learning & Development Opportunities, A culture of connection, celebration, and growth through employee-driven programs, company events, holiday celebrations (Star Wars Day), monthly town halls, quarterly company meetings, and team traditions like Bring Your Kid to Work Day.
We need to put those as
- under Benefits heading.
Pay: "Recognizing Your Impact The starting salary range for this full-time position is $111800 - $135000 per year. We offer competitive compensation designed to recognize the value, experience, and contributions each team member brings to Origence. Base pay is determined by factors including experience, geographic location, and internal equity, and eligible positions may participate in our annual bonus program."
We need Pay section with that info. Should we include as
or
- ? It's prose; we can use
- . We'll list all duties from the sections.
Let's compile list:
- Support annual budgeting, quarterly forecasting, and long-range planning processes.
- Prepare monthly financial reporting packages, variance analyses, and management presentations.
- Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations, and business cases.
- Analyze financial and operational performance, identifying key trends, risks, and opportunities.
- Partner with business leaders and Finance team members to deliver actionable insights and recommendations.
- Design, develop, and maintain Power BI dashboards, scorecards, and reporting solutions.
- Create executive, departmental, and operational KPI reporting.
- Automate recurring reporting processes to improve efficiency, consistency, and accuracy.
- Translate business requirements into scalable reporting and analytical solutions.
- Support development and governance of enterprise reporting standards and metric definitions.
- Analyze financial and operational data to identify trends, business opportunities, and performance drivers.
- Leverage enterprise data sources and data warehouse environments to support reporting and analytics.
- Utilize SQL and other analytical tools to extract, transform, and analyze data.
- Perform ad hoc analyses to support Finance, Product, Operations, and Executive Management.
- Assist with data validation, reconciliation, and data quality initiatives.
- Support Adaptive Planning administration, reporting, and process enhancements.
- Assist with planning model maintenance, data integrations, and reporting improvements.
- Identify opportunities to streamline planning, reporting, and analytics processes through automation.
- Participate in Finance transformation and business intelligence initiatives.
- Collaborate with Finance, IT, and business stakeholders to continuously improve data accessibility and reporting capabilities.
Now Requirements: Education and Experience.
We'll put as
maybe combine. Education: Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field. Experience: 5-10 years of experience in FP&A, financial analysis, business intelligence, or analytics. Advanced Excel and financial modeling skills. Advanced Power BI experience, including dashboard development, data modeling, DAX, and data visualization best practices. Strong understanding of financial statements,
. The instruction: Use
for prose. So we will put that in
. Schedule: Not mentioned. No schedule info. So we omit Schedule section. Now we need to ensure we don't include boilerplate: Remove EEO etc. At the end there is EEO statement; we must remove it. Also remove any navigation/cookie etc. Not present. Now produce HTML fragment:
About the role
... (the intro paragraph(s) maybe combine into one paragraph). We'll include the paragraph(s) about Origence and the role. We need to preserve all substantive information; do not invent or summarize away detail. So we need to include all the info from the intro paragraphs. Let's capture them exactly as given but we can combine into one or multiple
. The instruction: Use
for prose. So we can split into multiple paragraphs if needed but must preserve content. Original intro text: "Shaping the Future of Lending With 30 years of fintech leadership, Origence empowers credit unions with innovative SaaS lending solutions that make lending more accessible, efficient, and competitive. We invest in our people and foster a culture of innovation, ownership, and continuous improvement. As we help shape the future of lending, we're leveraging AI to enhance the way we work and create value for our clients, and we're seeking individuals who are excited by emerging technologies and eager to use them responsibly to solve problems and drive impact. Origence is seeking a highly analytical and technology-driven Financial Analyst, FP&A to support financial planning, reporting, business intelligence, and analytics initiatives across the organization. This role serves as a key partner to the FP&A team by delivering financial analysis, developing Power BI reporting solutions, supporting planning processes, and leveraging enterprise data to drive business insights. The ideal candidate combines strong financial acumen with modern data and business intelligence capabilities and is passionate about improving decision-making through data, automation, and reporting excellence." We could keep as one
containing all that. Now Responsibilities: we need a
- with each duty as
- . We'll list all duties from the sections.
Let's compile list:
- Support annual budgeting, quarterly forecasting, and long-range planning processes.
- Prepare monthly financial reporting packages, variance analyses, and management presentations.
- Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations, and business cases.
- Analyze financial and operational performance, identifying key trends, risks, and opportunities.
- Partner with business leaders and Finance team members to deliver actionable insights and recommendations.
- Design, develop, and maintain Power BI dashboards, scorecards, and reporting solutions.
- Create executive, departmental, and operational KPI reporting.
- Automate recurring reporting processes to improve efficiency, consistency, and accuracy.
- Translate business requirements into scalable reporting and analytical solutions.
- Support development and governance of enterprise reporting standards and metric definitions.
- Analyze financial and operational data to identify trends, business opportunities, and performance drivers.
- Leverage enterprise data sources and data warehouse environments to support reporting and analytics.
- Utilize SQL and other analytical tools to extract, transform, and analyze data.
- Perform ad hoc analyses to support Finance, Product, Operations, and Executive Management.
- Assist with data validation, reconciliation, and data quality initiatives.
- Support Adaptive Planning administration, reporting, and process enhancements.
- Assist with planning model maintenance, data integrations, and reporting improvements.
- Identify opportunities to streamline planning, reporting, and analytics processes through automation.
- Participate in Finance transformation and business intelligence initiatives.
- Collaborate with Finance, IT, and business stakeholders to continuously improve data accessibility and reporting capabilities.
Now Requirements: Education and Experience.
We'll put as
- under Benefits heading.
Pay: "Recognizing Your Impact The starting salary range for this full-time position is $111800 - $135000 per year. We offer competitive compensation designed to recognize the value, experience, and contributions each team member brings to Origence. Base pay is determined by factors including experience, geographic location, and internal equity, and eligible positions may participate in our annual bonus program."
We need Pay section with that info. Should we include as
- . That's fine.
Now Requirements/Qualifications/Skills: We need to decide what goes where. The posting has sections: "What Makes You a Great Fit" with Education, Experience, Your Strengths & Expertise. Also "How We Invest In You" (benefits). Also "Recognizing Your Impact" (pay). Also maybe "Your Strengths & Expertise" includes skills.
We need to map to headings: Requirements, Qualifications, Skills. The instruction says use those headings if there is real specific content. We need to decide what content belongs to each.
Typically: Requirements = mandatory experience/education; Qualifications = similar; Skills = specific technical skills. But we can combine.
We have:
Education: Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
Experience: 5-10 years of experience in FP&A, financial analysis, business intelligence, or analytics. Advanced Excel and financial modeling skills. Advanced Power BI experience, including dashboard development, data modeling, DAX, and data visualization best practices. Strong understanding of financial statements, budgeting, forecasting, and performance analysis. Excellent analytical, communication, and presentation skills. Ability to work effectively across Finance, Technology, and business teams.
Your Strengths & Expertise: Experience with Adaptive Planning. Experience with SQL. Experience with Microsoft Fabric. Experience working with enterprise data warehouse environments. Experience with reporting automation and business intelligence initiatives. Experience in financial services, lending, fintech, SaaS, or technology organizations. Working knowledge of ASC606. Serve as a Finance analytics resource and Power BI subject matter expert. Bridge Finance, IT, and Data teams to deliver scalable reporting solutions. Improve reporting automation and reduce manual processes. Deliver timely, accurate, and actionable business insights. Support the continued evolution of Finance into a more data-driven and analytics-focused organization.
We could treat Education + Experience as Requirements/Qualifications. And the Strengths & Expertise as Skills.
But we need to avoid duplication. Let's decide:
- Requirements: Education and Experience (maybe combined).
- Qualifications: maybe same as Requirements? Could be redundant. Better to have Requirements (education + experience) and Skills (technical expertise). Qualifications maybe not needed if content overlaps. But we need to include a section only when posting has real specific content. We have content for Requirements (education + experience). We have content for Skills (specific tools/experience). We may not have distinct Qualifications beyond that; we could omit Qualifications section.
But we also have "Your Strengths & Expertise" includes many items that could be considered skills. We'll put those under Skills.
Now Benefits: "How We Invest In You" lists benefits: 401(k) with 8% Company Match, Flexible Work Environment, Competitive Paid Time Off, Tuition Reimbursement & Education Benefits, Comprehensive Health & Wellness Benefits, Microsoft Copilot and AI-Enabled Tools, Continuous Learning & Development Opportunities, A culture of connection, celebration, and growth through employee-driven programs, company events, holiday celebrations (Star Wars Day), monthly town halls, quarterly company meetings, and team traditions like Bring Your Kid to Work Day.
We need to put those as