FP&A Analyst and Business Intelligence Engineer

Summary: The FP&A and Business Intelligence Analyst is responsible for supporting the organization’s financial planning, forecasting, reporting, and business analysis activities. This role works closely with leaders throughout the organization to provide reports, dashboards, financial information, operational analysis, and business insights that support data-driven decision-making.

Job Title: FP&A and Business Intelligence Analyst

Salary Range: $85,000 - $95,000

Schedule: M-F, 8:00 AM - 4:30 PM

Essential Duties and Responsibilities: The following statement reflects the general details considered necessary to describe the principle functions of the job identified and shall not be construed as a detailed description of all work requirements that may be inherent to the job.

• Supports the financial planning and analysis function, including budgeting, forecasting, financial modeling, variance analysis, and management reporting.
• Works directly with leaders throughout the organization to understand reporting needs, provide financial and operational information, analyze business performance, and support data-driven decision-making.
• Develops, maintains, and enhances Power BI dashboards and reports to provide accurate, timely, and meaningful visibility into key financial and operational metrics.
• Partners with department leaders and stakeholders to define key performance indicators, develop reporting tools, explain trends and variances, and provide actionable insights.
• Prepares recurring and ad hoc reports related to revenue, expenses, margins, labor, production, sales, inventory, and other business performance measures.
• Assists with monthly, quarterly, and annual financial reporting processes by gathering, validating, analyzing, and presenting financial and operational data.
• Supports the accounting manager in the annual  budgeting process by compiling data, preparing schedules, analyzing assumptions, and assisting with budget-to-actual reporting.
• Builds and maintains financial models to evaluate business performance, cost trends, pricing impacts, profitability, labor utilization, capital investments, and other business initiatives.
• Ensures the accuracy, consistency, and integrity of financial and operational data used in reports, dashboards, and analysis.
• Collaborates with IT and other system owners as needed to access, validate, and improve data sources used for reporting and analytics.
• Uses Excel, Power BI, ERP data, and other reporting tools to extract, organize, analyze, and present financial and business information.
• Identifies opportunities to improve reporting processes, automate manual reporting, streamline workflows, and strengthen the organization’s financial analytics capabilities.
• Provides reports, dashboards, analysis, and business information to leadership and department stakeholders to support executive-level meetings, strategic planning, operational reviews, and day-to-day business decisions.
• Maintains confidentiality of financial, employee, customer, vendor, and business-sensitive information.
• Performs other related duties as assigned.

Education and/or Experience: 

• Bachelor’s degree in Finance, Accounting, Business Administration, Business Analytics, Data Analytics, Information Systems, or a related field required.
• Five or more years of related experience in financial planning and analysis, financial reporting, business analytics, accounting, or business intelligence.
• Experience developing financial reports, dashboards, forecasts, budgets, variance analysis, and/or financial models required.
• Proficiency with Microsoft Excel, including advanced formulas, pivot tables, data analysis, and financial modeling required.
• Experience developing reports and dashboards in Microsoft Power BI required.
• Working knowledge of ERP systems and financial/business reporting systems required.
• Experience with SQL, data modeling, data validation, and/or data extraction preferred.
• Experience in a manufacturing, medical device, dental, healthcare, or similar business environment preferred.

EEO/Disabilities/Veterans. Individuals with disabilities and protected veterans are encouraged to apply.