Financial Planning and Analysis Specialist

The FP&A Analyst is responsible for delivering financial analysis, forecasting, budgeting, reporting, and business intelligence solutions that support strategic and operational decision-making companywide. This role serves as a key liaison between Finance, Operations, and Technology, leveraging advanced analytics and reporting tools to provide actionable insights into company performance. The ideal candidate combines strong financial acumen with technical expertise in enterprise reporting and data platforms. This position will develop and maintain financial models, KPIs, dashboards, forecasts, and data-driven insights utilizing Microsoft Fabric, Power BI, Microsoft SQL Server, Oracle PL/SQL, and SQL Server Reporting Services (SSRS). This is a fully onsite role in Tampa, FL. ________________________________________ Key Responsibilities Support the annual budgeting, forecasting, and long-range planning processes. Develop financial models to analyze revenue, profitability, utilization, labor costs, and operating expenses. Perform variance analysis comparing actual results to budget and forecast. Identify business trends, risks, and opportunities and provide recommendations to leadership. Assist with monthly, quarterly, and annual financial performance reporting. Business Intelligence & Reporting Design, develop, and maintain Power BI dashboards and scorecards for executive, operational, and departmental reporting. Build and maintain financial and operational KPIs across multiple business functions. Create automated reporting solutions that improve data accuracy and reduce manual effort. Develop SSRS reports to support operational and financial reporting requirements. Ensure reporting standards, documentation, and data governance practices are followed. Data Analytics & Data Management Develop complex SQL queries, stored procedures, and data extraction processes using Microsoft SQL Server and Oracle databases. Utilize Microsoft Fabric to support enterprise analytics, data modeling, and reporting initiatives. Collaborate with application development, finance, and business stakeholders to identify reporting requirements and analytical opportunities. Analyze large datasets to identify performance trends, root causes, and process improvement opportunities. Validate financial and operational data integrity across various business systems. Cross-Functional Support Partner with Finance, Accounting, Operations, Procurement, Billing, and Executive Leadership to provide analytical support. Support ERP, reporting, and data modernization initiatives. Participate in process improvement projects focused on increasing operational efficiency and reporting effectiveness. Prepare executive-level presentations, dashboards, and supporting analysis for leadership meetings. ________________________________________ Qualifications Skills: The successful candidate must demonstrate proficiency in: Microsoft Fabric Microsoft SQL Server (T-SQL) Oracle PL/SQL Microsoft SQL Server Reporting Services (SSRS) Microsoft Excel (advanced formulas, Power Query, Pivot Tables) ETL processes and data integration concepts Data modeling and relational database structures Experience with the following is considered a plus: Microsoft Power Automate Data Warehousing Financial Consolidation and Planning tools Education & Experience: Bachelor's Degree in Finance, Accounting, Economics, Business Analytics, Information Systems, Data Analytics, or a related field. 3-5 years of experience in Financial Planning & Analysis, Business Intelligence, Data Analytics, Corporate Finance, or similar analytical role. Experience supporting budgeting, forecasting, and financial modeling activities. Experience developing business intelligence and financial reporting solutions. ________________________________________ Working Conditions

OFFICE

Company maintains a firm commitment to providing a safe and healthy work environment for its employees and quality services to its clients. Drug-free workplace. Must be able to pass a post-offer / pre-placement drug screen. Must also submit to a post-offer / pre-employment background report. Work is performed in a standard office environment with prolonged periods of sitting at a desk and working on a computer. Subject to standing, walking, bending, reaching, stooping, and lifting objects up to 25 pounds at times. Work is fully onsite. The ideal candidate resides in or around Tampa, FL and within a distance that allows for daily commute. Disclaimer: An employee must be able to perform the essential functions of the job, with or without reasonable accommodation. ________________________________________ Equal Opportunity Employer/Drug and Alcohol-Free Workplace. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age. #J-18808-Ljbffr MLB & Associates