Financial Planning Analyst - Addison Group

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.