Financial Planning & Business Intelligence Analyst
New
J
Jam+Financial analytics
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2–4 years of experience in FP&A, financial analysis, business analytics, or a similar role.
- Required Skills
- SQLMicrosoft Power BIMicrosoft ExcelFinancial analysisNetSuite
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
- 2–4 years of experience in FP&A, financial analysis, business analytics, or a similar role.
- Hands-on experience using NetSuite for financial reporting, saved searches, and data analysis.
- Strong Excel skills, including financial modeling, pivot tables, and advanced formulas.
- Understanding of financial statements, accounting fundamentals, and business performance metrics.
- Working knowledge of U.S.-based financial systems and accounting practices, including U.S. GAAP.
- Ability to clean, combine, validate, and analyze datasets and understand relationships across data sources.
- Ability to translate business questions into structured analysis and explain findings to financial and nonfinancial stakeholders.
- Familiarity with Microsoft Fabric; experience supporting a data or analytics platform implementation is a plus.
- Experience building reports and dashboards in Power BI.
- Experience using SQL to query, join, and analyze data.
- Familiarity with Power Query or other tools used to automate data preparation and reporting.
Responsibilities
- Support annual budgeting, recurring forecasts, and long-term financial planning with Finance and business leaders.
- Build and maintain financial models covering revenue, expenses, profitability, and business initiatives.
- Analyze actual results against budget, forecast, and prior periods, explain variances, and prepare monthly management reporting.
- Analyze sales performance by customer, product, channel, and other business segments, including revenue, volume, pricing, product mix, and gross margin.
- Develop dashboards and recurring reports for KPI tracking and conduct ad hoc analysis of customer profitability, operational efficiency, and growth opportunities.
- Use NetSuite to extract and analyze financial and transactional data and maintain saved searches, reports, and dashboards.
- Combine data from NetSuite and other sources, validate accuracy, reconcile reporting to financial results, and investigate discrepancies.
- Document metric definitions, data sources, and reporting logic.
- Support the Microsoft Fabric implementation by gathering requirements, validating migrated data, testing dashboards, and contributing to Power BI reporting.
- Identify opportunities to automate recurring reporting and help business users adopt new reports, dashboards, and metric definitions.
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