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US Financial Planning and Analysis Analyst (WFH)

Remote: 
Full Remote
Work from: 

Offer summary

Qualifications:

Strong finance background, Advanced Excel and Power BI skills, Familiarity with ERP systems is a plus, Experience in the real estate industry is a plus.

Key responsabilities:

  • Perform financial modeling and data analysis
  • Create and manage Power BI dashboards
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Penbrothers SME http://www.penbrothers.com/
201 - 500 Employees
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Job description

About Penbrothers:

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

About the Client:

The client is a boutique strategy consulting firm that specializes in rapidly delivering value to their clients. They engage with Private Equity firms and traditional corporate clients on projects. Additionally, their BPO (Business Process Outsourcing) services are specifically targeted to mid-market clients to improve any inefficiency in the back-office functions by leveraging labor cost arbitrage and time zone difference. BPO performs several services, including Finance & Accounting, CRM, Supply Chain, Data Analytics, HR, Admin functions, and many more based on their client’s specific needs.

About the Role:

The FP&A Analyst is responsible for financial modeling, data analysis, and creating automated Power BI dashboards to support strategic decision-making. This role involves collaborating with clients, preparing financial reports, and delivering actionable insights in a fast-paced, client-focused environment. Candidates must have a strong finance background, advanced Excel and Power BI skills, excellent communication, and the ability to work US hours. Familiarity with ERP systems, programming, and the real estate industry is a plus.

What you’ll do

The Business Analyst will be responsible for the following, but not limited to:

  • Perform financial modelling and data analysis to support decision-making and strategic planning

  • Develop and maintain advanced Excel models for forecasting, scenario analysis, and data manipulation

  • Create and manage Power BI dashboards, automating reporting processes and presenting data insights

  • Collaborate with clients and internal teams to gather data, identify trends, and interpret financial information

  • Prepare ad-hoc financial reports, analyses, and presentations for management and stakeholders

Required profile

Experience

Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Microsoft Excel
  • Communication

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