Financial Planning & Business Intelligence Analyst

Overview

The organization is seeking a Financial Planning & Business Intelligence Analyst to support financial planning and help teams across the business turn data into actionable insights. This role combines budgeting, forecasting, and financial analysis with sales reporting and broader business analytics.

Working closely with Finance, Sales, and Operations, the analyst will explain business performance, identify opportunities, and support better decisions. The position also supports a planned implementation of Microsoft Fabric to establish reliable data, consistent metrics, and effective reporting.

Responsibilities

Financial Planning and Analysis

• Support annual budgeting, recurring forecasts, and long-term financial planning in partnership with Finance and business leaders.
• Build and maintain financial models evaluating revenue, expenses, profitability, and business initiatives.
• Analyze actual results against budget, forecast, and prior periods; explain key drivers and variances.
• Prepare monthly management reporting with clear insights into performance, risks, and opportunities.

Sales and Business Analytics

• Analyze sales performance by customer, product, channel, and other business segments.
• Identify trends in revenue, volume, pricing, product mix, and gross margin.
• Develop dashboards and recurring reports to track KPIs.
• Support ad hoc analysis on customer profitability, operational efficiency, and growth opportunities.
• Partner with stakeholders to translate questions into analyses and practical recommendations, clearly presenting results and business implications.

NetSuite and Data Quality

• Use NetSuite to extract, organize, and analyze financial and transactional data.
• Create and maintain saved searches, reports, and dashboards.
• Understand how customers, items, transactions, and accounts relate to one another and affect reporting.
• Combine NetSuite data with other business data sources, validate accuracy, reconcile business reporting to financial results, and investigate discrepancies.
• Document metric definitions, data sources, and reporting logic to improve consistency and confidence.

Microsoft Fabric and Reporting Improvements

• Support the planned Microsoft Fabric implementation by gathering business requirements, defining reporting needs, and prioritizing analytics use cases.
• Partner with technical teams so data from NetSuite and other systems supports financial and operational reporting.
• Help 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 recurring reporting and reduce manual spreadsheet work.
• Help business users understand and adopt new reports, dashboards, and metric definitions.

AI-Enabled Ways of Working

• Use approved AI and automation tools to speed up analysis, reporting, and documentation.
• Verify outputs and apply sound judgment to results.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
• 2–4 years of experience in FP&A, financial analysis, business analytics, or a similar role.
• Hands-on experience using NetSuite for financial reporting, saved searches, and data analysis.
• Strong Excel skills, including financial modeling, pivot tables, and advanced formulas.
• Solid understanding of financial statements, accounting fundamentals, and business performance metrics.
• Working knowledge of U.S.-based financial systems and accounting practices, including U.S. GAAP.
• Strong data skills, including the ability to clean, combine, validate, and analyze datasets and understand relationships across data sources.
• Ability to translate business questions into structured analysis and explain findings to financial and nonfinancial stakeholders.
• Strong attention to detail, problem-solving skills, and ability to manage competing priorities.

Preferred Qualifications

• Familiarity with Microsoft Fabric; experience supporting a data or analytics platform implementation.
• Experience building reports and dashboards in Power BI.
• Experience using SQL to query, join, and analyze data.
• Familiarity with Power Query or other tools used to automate data preparation and reporting.
• Experience analyzing sales, customer profitability, pricing, and product margins.
• Experience gathering reporting requirements, validating data, and supporting user acceptance testing.

Compensation & Benefits

• Comprehensive medical, dental, and vision coverage.
• 401(k) with company match.
• Life insurance.
• Generous paid time off.

Equal Opportunity

The organization is an Equal Opportunity Employer and recruits, hires, and promotes without regard to race, color, religion, sex, national origin, disability, sexual orientation, gender identity, or any other characteristic protected by federal, state (NYSHRL), or local (NYCHRL) law.

Reasonable accommodations are available for disabilities, religious beliefs, and pregnancy-related conditions.