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.
