Financial Planning Analyst

Job Overview

Pranatree LLC is looking for an experienced FP&A Analyst with a strong background in financial modeling, data analysis, and business intelligence tools. The ideal candidate will possess advanced skills in Power Query, Excel, and Power BI, along with 5-8 years of relevant experience in FP&A or related financial roles. This position offers an exciting opportunity to contribute to Pranatree’s strategic financial planning, data-driven decision-making, and business performance insights.

As an FP&A Analyst, you will work closely with cross-functional teams, providing critical financial insights and developing sophisticated reporting and forecasting models to drive operational efficiency and business growth.

Key Responsibilities

• Financial Modeling & Analysis: Build dynamic financial models, budgeting forecasts, and variance analyses to support strategic planning and decision-making.
• Data Visualization: Design and maintain Power BI dashboards to visualize key performance metrics, trends, and variances, enabling informed financial insights.
• Reporting & Forecasting: Develop, enhance, and automate financial reports using Power Query and Excel, ensuring accurate and timely delivery to business leaders.
• Cross-Functional Collaboration: Partner with finance, operations, and business unit leaders to gather data requirements, validate findings, and support the creation of data-driven recommendations.
• Scenario Planning: Conduct scenario and sensitivity analyses to assess the impact of business decisions on financial outcomes and performance.
• Continuous Improvement: Identify areas for process improvements in financial reporting and planning, advocating for best practices in data management, automation, and BI solutions.

Qualifications and Skills

• Education: Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• Experience: 5-8 years in FP&A, financial analysis, or a similar role, with a focus on data visualization and advanced Excel modeling.
• Technical Expertise:
• Advanced proficiency in Excel (including Power Query) and Power BI for reporting and analysis.
• Strong understanding of financial modeling, forecasting, and scenario analysis techniques.
• Knowledge of Power BI for data visualization and the ability to create interactive reports and dashboards.
• Familiarity with database tools and data management principles.
• Analytical & Problem-Solving Skills: Ability to interpret complex data, draw insights, and effectively communicate findings.
• Communication Skills: Strong verbal and written communication skills to present financial analyses clearly to technical and non-technical stakeholders.

Performance Expectations

• Deliver accurate, comprehensive financial reports and forecasts within deadlines.
• Continuously improve financial models and reports for efficiency, accuracy, and impact.
• Effectively partner with stakeholders to drive data-driven financial insights and strategic recommendations.
• Proactively identify and implement process improvements in reporting and analysis.

Challenges & Opportunities

At Pranatree LLC, you’ll play a vital role in enhancing financial decision-making through robust data analysis and visualization tools. You’ll face the challenge of refining financial processes to support scalability and accuracy while influencing strategic business insights. This is an opportunity to innovate and grow within a dynamic, forward-thinking team at the forefront of data-driven financial planning.