FP&A Analyst – Financial Planning & Analysis (AI & Automation Focus)

Overview

This role supports the evolution of the finance function into a data-driven, insight-led, and increasingly automated organization. It integrates financial planning and analysis with advanced analytics, automation, and AI-enabled forecasting to improve decision-making, speed, and accuracy. The position contributes to the modernization of forecasting processes and delivery of scalable financial insights.

Responsibilities

• Deliver forecasting, budgeting, and rolling forecast processes using data-driven and automated approaches
• Analyze financial performance, variance, and drivers to generate actionable insights for business decision-making
• Develop driver-based financial models and predictive forecasting models
• Build dashboards and business intelligence reporting using Power BI, Tableau, or similar tools
• Automate financial reporting, data workflows, and recurring processes to improve speed and accuracy
• Apply advanced analytics and machine learning techniques to improve forecast accuracy and trend analysis
• Leverage AI tools (e.g., M365 Copilot) to generate financial insights, reporting narratives, and summaries

Requirements

• Bachelor or Master degree in Finance, Accounting, Business, Data Analytics, or related field
• Minimum 2 years of experience in FP&A, financial analysis, or financial data analytics
• Experience with forecasting, financial modeling, variance analysis, and performance reporting
• Advanced Excel skills and experience with data analysis and financial modeling
• Experience with business intelligence tools such as Power BI, Tableau, or similar
• Experience working with financial systems or data platforms (ERP, Anaplan, Snowflake)
• Ability to analyze data, identify trends, and translate outputs into business insights

Preferred Qualifications

• CPA or CMA certification in progress or completed
• Experience with planning tools like Anaplan, Hyperion, or similar
• Experience with data platforms, SQL, or Snowflake
• Experience with Python, R, or other data analysis and automation tools
• Exposure to machine learning, predictive modeling, or time-series forecasting
• Experience building automated data pipelines or ETL workflows

Compensation & Benefits

• Pay Range: USD 68,300.00 - 109,100.00 (varies by knowledge, skills, experience, market conditions, and location)
• Non-sales employees may be eligible for a discretionary incentive bonus; sales employees may be eligible for sales commission
• Comprehensive benefits package including medical, dental, and vision plans
• Participation in 401(K) (USA) & DCPP (Canada) with company matching
• Employee Stock Purchase Program (ESPP)
• Employee Assistance Program (EAP)
• Company-paid holidays, paid sick leave, and vacation time
• Compliance with applicable laws regarding Paid Family Leave and other leaves of absence

Location

Primary location details are provided with the pay range information. Multiple locations may be available.