Financial Planning & Analysis Analyst

Mike Albert Fleet Solutions
  • Cincinnati, OH
    1 day ago

    Job Description

    Job Description

    Job Description

    Financial Planning & Analysis Analyst


    This role supports the FP&A function with financial reporting, budgeting, forecasting, and strategic analysis across the organization. Will play a key part in budgeting, performance tracking, and decision support, with added exposure to treasury operations, fleet management, and client support. The ideal candidate will be a "data-first" finance professional, using SQL and Power BI to automate reporting and drive visibility into company performance.


    RESPONSIBILITIES:

    • Support annual budgeting, updating forecasts, and scenario planning activities .
    • Prepare monthly and quarterly variance analysis and management reporting packages.
    • Assist in reviewing sales team performance and advise on various compensation analysis .
    • Assist in building financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases.
    • Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics.
    • Utilize AI tools to drive automation of existing manual reporting processes throughout the organization.
    • Analyze fleet-related expenses (leasing, fuel, maintenance, utilization) and provide recommendations for efficiency and cost control.
    • Support treasury functions including cash flow forecasting, liquidity management, and banking relationship support.
    • Conduct ad hoc financial analysis and support executive-level presentations.


    QUALIFICATIONS:

    • Minimum three years of progressive FP&A, corporate finance, or related experience.
    • Bachelor's Degree in Finance or Accounting
    • Strong understanding of generally accepted accounting procedures Advanced Excel skills (financial modeling, complex formulas, pivot tables, macros).
    • Advanced Excel skills (financial modeling, nested formulas, pivot tables).
    • Proficiency in SQL for data extraction and joining disparate data sets.
    • Proven experience building complex reports in Power BI, including knowledge of DAX, Power Query, and data modeling.
    • Practical experience with treasury operations or cash flow modeling.
    • Proficient in Microsoft Office, including Excel, Word, PowerPoint.
    • Experience working with ERP systems such as NetSuite or SAP.
    • Ability to present complex financial and data-driven insights to non-finance stakeholders.
    • Ability to manage multiple priorities and adapt quickly as business needs evolve.


    Drug Free Employer

    Numbers & Facts

    LocationCincinnati, OH

    Skills

    • Accountingunmatched
    • Ad Hoc Financial Modelingunmatched
    • Analysis Skillsunmatched
    • Artificial Intelligence (AI)unmatched
    • Automationunmatched
    • Bank Managementunmatched
    • Budget Managementunmatched
    • Budget Reportingunmatched
    • Budgetingunmatched
    • Business Caseunmatched
    • Business Strategyunmatched
    • Cash Flowunmatched
    • Compensation Analysisunmatched
    • Corporate Financeunmatched
    • Cost Controlunmatched
    • Customer Support/Serviceunmatched
    • Data Modelingunmatched
    • Data Setsunmatched
    • Decision Supportunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Financeunmatched
    • Financial Modelingunmatched
    • Financial Operationsunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • Financial Reportingunmatched
    • Fleet Managementunmatched
    • Forecastingunmatched
    • Liquidityunmatched
    • Management Reportingunmatched
    • Metricsunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Multitaskingunmatched
    • NetSuiteunmatched
    • Performance Analysisunmatched
    • Performance Metricsunmatched
    • Pivot Tablesunmatched
    • Power BIunmatched
    • Presentation/Verbal Skillsunmatched
    • Product Pricingunmatched
    • Product/Service Launchunmatched
    • Profit & Loss Analysisunmatched
    • Reporting Dashboardsunmatched
    • SAPunmatched
    • SQL (Structured Query Language)unmatched
    • Salesunmatched
    • Strategic Analysisunmatched
    • Treasuryunmatched
    • Variance Analysisunmatched
    • Vehicle Fleetsunmatched

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