What are the responsibilities and job description for the Senior Analyst Financial Planning & Analysis position at TUEREN, Inc.?
Senior Analyst – Financial Planning & Analysis
Full time
Orange, CA
MUST be strong in being able to build and analyze reports in Excel-CPG or food experience are crucial
The Senior FP&A Analyst provides critical financial insights to support strategic decisions within the Consumer-Packaged Goods industry. This role enhances reporting capabilities using advanced Excel, Power BI, and FP&A software.
Key responsibilities:
- Lead financial planning, forecasting, and budgeting processes across business units.
- Develop and maintain dynamic financial models using advanced Excel techniques (e.g., Power Query, VBA, pivot tables).
- Build and manage Power BI dashboards to visualize key performance indicators and trends.
- Analyze sales, margin, and operational performance to identify risks and opportunities.
- Partner with cross-functional teams (Sales, Marketing, Supply Chain) to support business initiatives.
- Prepare monthly and quarterly financial reports for senior leadership.
- Support scenario modeling, variance analysis, and ad hoc reporting.
Education and/or Experience:
- Bachelor’s degree in finance, Accounting, Economics, or related field
- 5 years of FP&A experience, with at least 3 years in the CPG industry.
- Strong experience with Power BI (DAX, data modeling, dashboard creation).
- Familiarity with ERP systems and data integration tools.
- Excellent communication and presentation skills.
- Ability to work independently and manage multiple priorities in a fast-paced environment.
Preferred Skills:
- Experience with Power BI, Workday Adaptive Planning FP&A software
- Expert-level proficiency in Microsoft Excel (including modeling and automation).
- Knowledge of manufacturing to consumer processes.
- Familiarity with CPG promotional and marketing spend management and consumption insights.
