Financial Planning & Business Intelligence Analyst

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist in the annual budgeting process, ongoing forecasts, and strategic financial planning.

• Develop and sustain financial models to assess revenue, expenses, profitability, and business initiatives.

• Evaluate actual performance against budget, forecasts, and previous periods.

• Clarify key drivers and variances.

• Prepare monthly management reports that provide insights into performance, risks, and opportunities.

• Analyze sales performance across customers, products, channels, and other business segments.

• Identify trends in revenue, volume, pricing, product mix, and gross margin.

• Create dashboards and routine KPI reports.

• Conduct ad hoc analyses on customer profitability, operational efficiency, and growth opportunities.

• Convert business inquiries into analyses and actionable recommendations.

• Present findings and implications to stakeholders.

• Utilize NetSuite to extract, organize, and analyze financial and transactional data.

• Design and maintain NetSuite saved searches, reports, and dashboards.

• Integrate NetSuite data with other business data sources, ensure accuracy, reconcile reports with financial results, and investigate discrepancies.

• Document definitions of metrics, data sources, and reporting logic.

• Assist with the planned Microsoft Fabric implementation by gathering requirements, defining reporting needs, prioritizing analytics use cases, and collaborating with technical teams.

• Validate migrated data, test datasets and dashboards, reconcile new reporting with existing sources, and contribute to Power BI dashboards and shared reporting datasets.

• Identify opportunities to automate regular reporting and minimize manual spreadsheet tasks.

• Assist users in understanding and adopting new reports, dashboards, and metric definitions.

• Employ approved AI and automation tools to expedite analysis, reporting, and documentation while ensuring output accuracy.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related area, or equivalent practical experience.

• 2–4 years of experience in FP&A, financial analysis, business analytics, or a related role.

• Practical experience utilizing NetSuite for financial reporting, saved searches, and data analysis.

• Proficient in Excel, including financial modeling, pivot tables, and advanced formulas.

• Strong understanding of financial statements, accounting principles, and business performance metrics.

• Familiarity with U.S.-based financial systems and accounting practices, including U.S. GAAP.

• Excellent data skills, with the capability to clean, combine, validate, and analyze datasets while understanding relationships across data sources.

• Ability to translate business questions into structured analyses and effectively communicate findings to both financial and non-financial stakeholders.

• Strong attention to detail, problem-solving abilities, and adeptness at managing competing priorities.

• Familiarity with Microsoft Fabric; experience in supporting a data or analytics platform implementation is advantageous.

• Experience in creating reports and dashboards in Power BI.

• Proficient in SQL for querying, joining, and analyzing data.

• Familiarity with Power Query or other tools used for automating data preparation and reporting.

• Experience in analyzing sales, customer profitability, pricing, and product margins.

• Experience in gathering reporting requirements, validating data, and assisting with user acceptance testing.

🏝️ Benefits

• Medical coverage.

• Dental coverage.

• Vision coverage.

• 401(k) with company match.

• Life insurance.

• Generous paid time off.