Develop and maintain data models, reports, and dashboards for FP&A function and firm overall with a focus on reporting forecasting data, budgeting and planning data, and trends, and providing insights for leaders.
Own end-to-end forecasting, budgeting, and planning reporting to support FP&A function.
Translate business needs into analytics/reporting requirements to support FP&A decisions and workflows.
Support overall firm initiatives from an FP&A perspective.
Proactively analyze and mine data lakehouse to identify additional insights, data quality concerns, and opportunities for additional data modeling.
Support users with ad hoc training, troubleshooting, etc. related to FP&A data and reporting.

Requirements

Bachelor’s degree or equivalent experience required; emphasis in data analytics, data science, computer science, management information systems, finance, statistics or related field.
3-5 years of experience performing data analytics in a financial setting (financial statement analysis or development, forecast analysis, trending analytics, understands key finance metrics, chart of accounts, etc.) with strong focus in Financial Planning and Analysis
Experience and strong understanding of forecasting, budgeting, variance analysis, and financial modeling.
Hands on practical experience and proficiency utilizing Microsoft Power BI, Azure Databricks, Databricks SQL and SQL Server.
Experience with consumer-level and industry-level data .
Ability to synthesize complex data into clear, actionable insights for senior leadership consumption.
Experience utilizing cloud-based technologies (preferably Azure) and data lakehouse architecture .
Experience with professional service industry or CPA and advisory firms preferred .
Be an excellent communicator and collaborator, engaging with multiple technical and business stakeholders and leaders and be able to translate business questions and analysis into simple briefings for use by various parties.
Ability to work independently in a fast-paced, growth-oriented environment without sacrificing quality.

Benefits

Comprehensive compensation and benefits package to eligible employees

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analyticsfinancial modelingforecastingbudgetingvariance analysisdata quality analysisdata miningreportingtrending analyticsfinancial statement analysis

Soft Skills

communicationcollaborationindependenceanalytical thinkingproblem-solvingsynthesis of complex datatrainingtroubleshootingengagement with stakeholdersadaptability