Financial Planning & Analysis Analyst

Responsibilities

• Support annual budgeting, updating forecasts, and scenario planning activities.
• Prepare monthly and quarterly variance analysis and management reporting packages.
• Aid in reviewing sales team performance and advise on various compensation analysis.
• Aid 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.