FP&A Analyst

FP&A Analyst

The FP&A Analyst is responsible for delivering accurate, timely financial analysis, forecasting, and performance reporting that supports operational planning and business decision-making across ArborWorks. This role serves as a key financial partner to Operations, Billing, Revenue, and Finance by translating financial and operational data into meaningful insights that improve forecasting accuracy, cost control, revenue visibility, and performance management.

The FP&A Analyst owns core recurring FP&A processes, including maintaining the Company's Three Statement Model (3SM), supporting budgeting and forecasting cycles, preparing revenue analyses and weekly revenue estimates, and contributing to financial reporting and business planning activities. The role also supports revenue and pricing initiatives through financial modeling and analytical support. This position requires strong analytical skills, sound business judgment, and the ability to work independently within established FP&A frameworks while leveraging reporting and business intelligence tools to enhance decision-making.

Job Responsibilities

Financial Analysis & Performance Reporting:

• Prepare and analyze monthly financial reporting, including budget vs. actual and forecast variance analysis.
• Own recurring performance analyses related to revenue, cost drivers, productivity, and margin.
• Identify financial and operational trends, variances, and drivers, and communicate findings to Finance and operational stakeholders.
• Support management reporting packages with clear, accurate, and well-structured financial analysis.
• Prepare and analyze weekly revenue estimates, identifying trends, risks, and opportunities impacting forecast performance.

Budgeting & Forecasting Support:

• Actively support annual budgeting and rolling forecast processes through data analysis, model updates, and assumption validation.
• Partner with department leaders to understand operational drivers and financial impacts.
• Maintain forecast models, including the Company's Three Statement Model (3SM), and supporting schedules to ensure consistency, accuracy, and auditability.
• Monitor forecast performance and highlight variances or emerging risks.

Cross-Functional Financial Support:

• Provide financial analysis and insights to support departments such as Operations and Billing.
• Respond to routine analytical requests and support operational reviews with financial context.
• Collaborate cross-functionally to improve financial understanding and performance accountability.
• Assist the Director of Revenue and Pricing with bid preparation, pricing analyses, and updates to pricing models.

Dashboards, Models & Reporting Tools:

• Develop, maintain, and enhance financial models and dashboards using Power BI, Excel, or similar tools.
• Improve reporting efficiency and clarity by refining templates, calculations, and visualizations.
• Ensure reports meet internal standards for accuracy, consistency, and usability.

Power BI Development & Analytics:

• Design, build, and maintain Power BI reports and dashboards to support FP&A, Operations, and executive leadership.
• Develop and maintain Power BI data models using structured schema design, including fact and dimension tables and table relationships.
• Create and maintain DAX measures to support variance analysis, period-over-period comparisons, and dynamic financial reporting.
• Integrate data from multiple financial and operational systems into unified Power BI reporting solutions.
• Troubleshoot and optimize Power BI reports, including data model performance and calculation logic.
• Apply Power Query (M) transformations to clean, standardize, and prepare data for reporting.

Data & Systems Alignment:

• Work across financial and operational systems to ensure data consistency and integrity.
• Validate and reconcile data inputs used in financial models, dashboards, and reports.
• Support improvements to reporting structures, cost classifications, and data alignment across departments.

Process Improvement & Documentation:

• Support the documentation and standardization of FP&A processes, models, and reporting deliverables.
• Identify opportunities to improve FP&A workflows, data quality, and analytical consistency.
• Contribute to knowledge sharing and best practices within the Finance team.

Responsibilities & Qualifications

Education:

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Experience:

• 3+ years of experience in FP&A, financial analysis, accounting, or a related analytical role.
• Experience supporting budgeting, forecasting, financial modeling, and management reporting in an operational or service-based environment.
• Experience building and maintaining Power BI reports and analytical dashboards in a financial or analytical environment.

Skills & Abilities:

• Proficiency in Power BI Desktop and related reporting tools, including data modeling, Power Query (M), and DAX.
• Ability to translate financial and operational data into clear, actionable dashboards and visual insights.
• Strong analytical and problem-solving skills with attention to detail.
• Ability to independently manage recurring analyses and reporting responsibilities.
• Strong organizational and time-management skills with the ability to prioritize deadlines.
• Effective written and verbal communication skills for explaining financial results.
• Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and Word.
• Reliable, responsive, and able to work collaboratively across teams.
• Demonstrates behaviors consistent with ArborWorks Core Values.

Licenses / Certifications:

• None required.

Required Training:

• ArborWorks financial systems, reporting tools, and internal FP&A processes (provided upon hire).

Preferred Qualifications

• Advanced Power BI skills such as row-level security (RLS), incremental refresh, or deployment pipelines.
• Experience using SQL for data extraction or transformation in support of FP&A or BI reporting.
• Microsoft Power BI Data Analyst certification (PL-300) or equivalent.
• Experience in utility vegetation management, utilities, infrastructure services, construction, or other field-based service industries.
• Experience with SQL, or other business intelligence tools.
• Familiarity with ERP systems and project-based or multi-entity financial environments.
• Understanding of operational cost drivers and field productivity metrics.

Work Environment

• Office-based or hybrid work environment based on business needs.
• Standard business hours with additional hours during budgeting and forecasting cycles.
• Frequent computer use for financial analysis, modeling, and reporting.
• Fast-paced, deadline-driven environment requiring adaptability and accuracy.

EEO Statement

ArborWorks, LLC is an Equal Opportunity Employer. We are committed to providing an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any other protected characteristic under applicable law.

Reasonable Accommodation Statement

ArborWorks, LLC provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable laws. Applicants requiring accommodation during the application or hiring process should contact Human Resources.