Financial Planning and Analytics Analyst

Job Description

Job Description

Description:

Position Summary

We are seeking a highly skilled FP&A (Financial Planning and Analytics) Analyst to support reporting, dashboard development, and process improvement initiatives across the business.

This role will be working closely with Finance and Operations to improve data visibility, automate reporting processes, and support better business decision-making. The ideal candidate is detail-oriented, systems-minded, and comfortable working with large datasets in a fast-paced environment.

This is an excellent opportunity for someone who enjoys blending finance, analytics, and technology while helping build more efficient reporting and forecasting processes within a growing organization.

Please note: This role is in-person (not remote).

What Makes This Role Unique

• Opportunity to improve and streamline reporting processes across the business
• Exposure to operational and financial analytics in a growing organization
• Hands-on experience with dashboards, reporting automation, and business intelligence tools
• Collaborative environment with visibility across Finance and Operations
• Strong opportunity for long-term growth within FP&A

Key Responsibilities

Reporting & Analytics

• Develop and maintain reports, dashboards, and analytics tools to support business performance
• Assist with reporting for revenue, labor, operations, and financial performance metrics
• Support ad hoc analysis and reporting requests from Finance and Operations teams
• Help improve visibility into business performance through data and reporting enhancements

Systems & Process Improvement

• Assist with transitioning manual reporting processes into more automated and scalable solutions
• Help improve reporting accuracy, consistency, and data integrity
• Identify opportunities to streamline workflows and reduce manual reporting efforts
• Support ongoing process improvement initiatives within FP&A and reporting functions

Business Partnership

• Collaborate with Finance and Operations teams to support forecasting and reporting needs
• Translate reporting requirements into practical dashboard and reporting solutions
• Support cross-functional initiatives involving reporting, analytics, and business performance tracking

Qualifications

Required

• 2–5 years of experience in FP&A, financial analysis, reporting, or analytics
• Advanced Excel skills and Power BI 
• Experience building reports or dashboards using Power BI 
• Strong analytical, organizational, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Exposure to SQL or data querying tools
• Experience supporting operational or multi-location businesses
• Experience improving or automating reporting processes
• Bachelor’s degree in Finance, Accounting, Analytics, Business, or related field

Must be 18 years of age or older and eligible to legally work in the United States.

Background and driver's license check will be required upon the acceptance of written offer.

E-Verify Employer.

SolutionWorks is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity, or any other protected status under applicable federal, state, or local law.