Senior Financial Planning & Analysis Analyst
Core
Transform complex financial and operational data into reliable reporting, meaningful insights, and practical recommendations to support financial and operational decision-making.
Role type
Senior Financial Planning & Analysis Analyst
Builds
Budgets, forecasts, management reports, and Power BI dashboards
Domain
Finance / Business Intelligence
Deliverable
dashboards & analysis
Required skills
Financial planning and analysis, Budgeting, Forecasting, Variance analysis, Management reporting, Data modeling, SQL, Power BI, Excel, ERP systems
Preferred skills
CPA designation, Insurance or financial services experience, Microsoft Dynamics GP, Workday Adaptive Planning
Technologies
Power BI, SQL, Excel, Microsoft Dynamics GP, Management Reporter, Workday Adaptive Planning
Responsibilities
Coordinate annual budgeting and monthly forecasting processes; Analyze financial results and provide decision support to management; Evaluate the financial impact of initiatives including ROI and risks; Partner with operational leaders to improve forecast accuracy; Identify opportunities to improve reporting and data quality; Lead finance projects involving process redesign and system implementations; Write and optimize SQL queries for data extraction and analysis; Develop and maintain Power BI dashboards and analytical models; Conduct budget-to-actual variance analyses; Validate data completeness and accuracy across systems.