Job Description
Financial Planning & Analysis Analyst
Setting/Hours: 100% In-Office | 8-5
Join trak group in partnering with a growing client in Cincinnati, Ohio thats expanding its Shared Services team.
Position Overview
We are seeking a Financial Planning & Analysis (FP&A) Analyst to support financial reporting, budgeting, forecasting, and strategic analysis across the organization. This role will provide meaningful exposure to business performance, treasury operations, fleet management, sales compensation, and executive decision support.
The ideal candidate is a data-first finance professional who combines strong FP&A fundamentals with advanced technical skills in SQL, Power BI, and Excel. This person will help automate manual reporting, improve visibility into business performance, and translate complex financial data into actionable insights.
Key Responsibilities Financial Planning & Analysis
Support the annual budgeting process, forecast updates, and scenario planning.
Prepare monthly and quarterly management reporting packages and variance analyses.
Analyze financial and operational performance against budget, forecast, and prior periods.
Develop financial models supporting new product launches, pricing decisions, profitability analysis, and other business cases.
Conduct ad hoc financial analysis to support leadership decision-making.
Prepare financial analysis and materials for executive-level presentations.
Design, build, and maintain interactive Power BI dashboards tracking financial, operational, and performance KPIs.
Use SQL to extract, combine, and analyze data from multiple systems and data sources.
Leverage DAX, Power Query, and data modeling to develop sophisticated reporting solutions.
Identify opportunities to automate recurring financial reports and manual processes.
Utilize AI and other emerging tools to improve reporting efficiency, accuracy, and scalability.
Translate complex datasets into clear insights for finance and non-finance stakeholders.
Review sales performance and support sales compensation and incentive analysis.
Analyze fleet expenses, including leasing, fuel, maintenance, and utilization.
Identify opportunities to improve fleet efficiency and control costs.
Partner with business stakeholders to understand performance drivers and provide actionable financial recommendations.
Assist with cash flow forecasting and liquidity management.
Support treasury reporting and analysis.
Assist with banking relationships and other treasury-related activities as needed.
Bachelor's degree in Finance, Accounting, or a related field.
3+ years of progressive FP&A, corporate finance, or related experience.
Strong understanding of GAAP and financial reporting principles.
Advanced Microsoft Excel skills, including financial modeling, complex/nested formulas, pivot tables, and advanced data analysis.
Proficiency in SQL, including extracting data and joining multiple data sets.
Demonstrated experience developing complex Power BI reports and dashboards.
Working knowledge of DAX, Power Query, and data modeling.
Experience with cash flow modeling or treasury operations.
Experience working with ERP systems such as NetSuite, SAP, or similar platforms.
Strong analytical and problem-solving skills.
Ability to communicate complex financial and data-driven insights to non-financial stakeholders.
Ability to manage multiple priorities and adapt quickly to changing business needs.
Experience automating financial reporting or business intelligence processes.
Practical experience using AI tools to automate or improve finance workflows.
Experience with sales compensation or commission analysis.
Experience analyzing fleet-related costs and operational performance.
Exposure to executive-level financial reporting and presentations.
The strongest candidate will bring a combination of traditional FP&A expertise and modern data analytics capabilities. This is not simply an Excel-based financial analyst positionthe successful candidate should be comfortable working directly with data, building dashboards, and creating scalable reporting solutions.
SQL and Power BI experience should be considered key screening criteria, along with at least three years of hands-on FP&A or corporate finance experience. The right person will be analytical, curious, technically capable, and able to turn financial and operational data into clear recommendations for leadership.
If you're ready to take the next step in your career and want to make an impact, partner with trak group to explore this opportunity.
Numbers & Facts
| Location | Cincinnati, OH |
| Industry | Staffing/Employment Agencies |
| Company Size | 500 to 999 employees |
| Year Founded | 1972 |
| Website | http://www.trakcincy.com/ |
About Company
trak group, established in 1972, is proud of its impeccable reputation as a professional recruiting and staffing firm. trak has demonstrated an unmatched level of expertise and success in the industry, and takes great pride in its A+ rating from the Better Business Bureau.
trak has been awarded “Best Places to Work” by the Business Courier three consecutive years; following the third and final nomination, trak was respectfully awarded with “The Best of the Best”. We continue to hold the Consumers’ Choice Award for Business Excellence and the “SPECTRUM Award” for Service Excellence from City Beat News indicating a 5-star customer service rating. Six of our employees have been inducted into the prestigious “International Hall of Fame” and four carry national certifications lending to their dedication and passion for our industry.
Specializing in direct hire, alternative hire and contract opportunities, trak is currently partnering with over 300 client companies in the Greater Cincinnati and Northern Kentucky Area. Because we are proud of our process, we take time to source, screen and evaluate each candidate. Our placement fields include office support, customer service, accounting and finance, operations, management, human resources, sales and marketing, engineering and supply chain management.
Skills
- Accountingunmatched
- Ad Hoc Financial Modelingunmatched
- Analysis Skillsunmatched
- Artificial Intelligence (AI)unmatched
- Banking Servicesunmatched
- Budget Reportingunmatched
- Budgetingunmatched
- Business Analysisunmatched
- Business Caseunmatched
- Business Intelligenceunmatched
- Business Operationsunmatched
- Business Processesunmatched
- Business Strategyunmatched
- Cash Flowunmatched
- Communication Skillsunmatched
- Compensation Analysisunmatched
- Corporate Financeunmatched
- Cost Controlunmatched
- Data Analysisunmatched
- Data Modelingunmatched
- Data Setsunmatched
- Decision Supportunmatched
- ERP (Enterprise Resource Planning)unmatched
- Expense Analysisunmatched
- Financeunmatched
- Financial Analysisunmatched
- Financial Managementunmatched
- Financial Modelingunmatched
- Financial Operationsunmatched
- Financial Planning and Analysis (FP&A)unmatched
- Financial Reportingunmatched
- Fleet Managementunmatched
- Fleet Salesunmatched
- Forecastingunmatched
- Generally Accepted Accounting Principles (GAAP)unmatched
- Leadershipunmatched
- Liquidityunmatched
- Management Reportingunmatched
- Microsoft Excelunmatched
- Multitaskingunmatched
- NetSuiteunmatched
- Operational Auditunmatched
- Performance Metricsunmatched
- Pivot Tablesunmatched
- Power BIunmatched
- Process Improvementunmatched
- Product Pricingunmatched
- Product Supportunmatched
- Product/Service Launchunmatched
- Profit & Loss Analysisunmatched
- Reporting Dashboardsunmatched
- Reporting Skillsunmatched
- SAPunmatched
- SQL (Structured Query Language)unmatched
- Sales Supportunmatched
- Strategic Analysisunmatched
- Treasuryunmatched
- Variance Analysisunmatched
- Vehicle Fleetsunmatched
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