Financial Planning Analyst

1 week ago


tucson, United States Addison Group Full time

We are looking for a detail-oriented and analytical FP&A Analyst in Phoenix, Arizona. This in-office position plays a key role in driving financial planning, analysis, and reporting, leveraging Power BI to enhance data visualization, KPIs, and informed decision-making. The role requires strong financial modeling, forecasting, and budgeting expertise, as well as the ability to communicate complex financial data effectively.


Position Overview

The FP&A Analyst will support financial planning, budgeting, and analysis efforts, using insights from financial data to identify trends and drive strategic decision-making.


Key Responsibilities

Financial Analysis & Reporting

  • Collaborate with business teams to understand analytical requirements.
  • Develop, maintain, and refine financial models for forecasting, budgeting, and long-term planning.
  • Analyze financial data to identify trends, variances, and areas of opportunity.
  • Prepare and present financial reports, including monthly and quarterly performance reviews for management.

Power BI Development

  • Design and implement Power BI dashboards and reports for real-time financial insights.
  • Integrate Power BI with various data sources to ensure accurate and comprehensive analysis.
  • Optimize Power BI reports for performance and user experience.

Budgeting & Forecasting

  • Support the annual budgeting process, working closely with department leaders.
  • Update rolling forecasts, analyzing budget versus actual performance.
  • Identify financial risks and opportunities, recommending corrective actions as needed.

Business Partnering

  • Collaborate with cross-functional teams to support decision-making with financial insights.
  • Provide financial guidance and recommendations to enhance business performance.
  • Assist with ad-hoc financial analysis projects as required.

Process Improvement

  • Identify and implement opportunities for process and tool improvements.
  • Initiate automation to streamline financial reporting and analysis.

Skills & Qualifications

  • High ethical standards and commitment to personal integrity.
  • Strong organizational and analytical skills.
  • Proficiency in Power BI for creating dashboards, reports, and data models.
  • Advanced Excel skills; experience with ERP systems and business intelligence tools preferred.
  • Excellent communication skills for presenting complex information to diverse audiences.
  • Ability to manage multiple priorities in a fast-paced environment.

Education and Experience

  • Bachelor’s degree in finance, accounting, economics, or related field; MBA or CPA a plus.
  • 5+ years of experience in financial planning and analysis or related finance role.
  • Familiarity with ERP systems and data visualization tools like Tableau preferred.


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