We are looking for a detail-oriented and analytical FP&A Analyst in Phoenix, Arizona. This in-office position plays a key role in driving financial planning, analysis, and reporting, leveraging Power BI to enhance data visualization, KPIs, and informed decision-making. The role requires strong financial modeling, forecasting, and budgeting expertise, as well as the ability to communicate complex financial data effectively.
Position Overview
The FP&A Analyst will support financial planning, budgeting, and analysis efforts, using insights from financial data to identify trends and drive strategic decision-making.
Key Responsibilities
Financial Analysis & Reporting
Collaborate with business teams to understand analytical requirements.
Develop, maintain, and refine financial models for forecasting, budgeting, and long-term planning.
Analyze financial data to identify trends, variances, and areas of opportunity.
Prepare and present financial reports, including monthly and quarterly performance reviews for management.
Power BI Development
Design and implement Power BI dashboards and reports for real-time financial insights.
Integrate Power BI with various data sources to ensure accurate and comprehensive analysis.
Optimize Power BI reports for performance and user experience.
Budgeting & Forecasting
Support the annual budgeting process, working closely with department leaders.
Update rolling forecasts, analyzing budget versus actual performance.
Identify financial risks and opportunities, recommending corrective actions as needed.
Business Partnering
Collaborate with cross-functional teams to support decision-making with financial insights.
Provide financial guidance and recommendations to enhance business performance.
Assist with ad-hoc financial analysis projects as required.
Process Improvement
Identify and implement opportunities for process and tool improvements.
Initiate automation to streamline financial reporting and analysis.
Skills & Qualifications
High ethical standards and commitment to personal integrity.
Strong organizational and analytical skills.
Proficiency in Power BI for creating dashboards, reports, and data models.
Advanced Excel skills; experience with ERP systems and business intelligence tools preferred.
Excellent communication skills for presenting complex information to diverse audiences.
Ability to manage multiple priorities in a fast-paced environment.
Education and Experience
Bachelor's degree in finance, accounting, economics, or related field; MBA or CPA a plus.
5+ years of experience in financial planning and analysis or related finance role.
Familiarity with ERP systems and data visualization tools like Tableau preferred.