Financial Planning & Analysis Professional (FP&A)

Rehmann; Detroit (MI); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Michigan is seeking a Financial Planning & Analysis Professional (FP&A) to develop financial analysis processes, enhance client relationships, and prepare comprehensive financial reports. The ideal candidate will have over 6 years of experience in FP&A, strong analytical skills, and expertise in Power BI and advanced Excel functions. This full-time role offers a collaborative environment where associates play a pivotal role in the firm's success, focused on empowering individual purpose and potential.

Qualifications

• 6+ years of experience in FP&A or related financial analysis roles.
• Experience with financial modeling and forecasting techniques.
• Ability to interpret large data sets and present insights clearly.

Responsibilities

• Develop financial planning & analysis processes to enhance client relationships.
• Prepare financial reports for clients on a monthly, quarterly, and annual basis.
• Collaborate with client teams to provide actionable insights and recommendations.

Skills

Financial modeling

Forecasting techniques

Analytical skills

Problem-solving skills

Advanced Excel skills

Data visualization

Communication skills

Detail-oriented

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Power BI

Tableau

ERP systems

Job description

Financial Planning & Analysis Professional (FP&A)

Join to apply for the Financial Planning & Analysis Professional (FP&A) role at Rehmann

Responsibilities

• Develop financial planning & analysis processes and tools to enhance client relationships and provide client advisory with data and reports to support key decision making.
• Develop and maintain financial models to support forecasting and budgeting.
• Prepare monthly, quarterly, and annual financial reports for clients.
• Perform variance analysis and identify key drivers impacting performance.
• Create dashboards and visualizations using Power BI or Reach Reporting.
• Leverage ERP systems and data analytics platforms to improve reporting accuracy.
• Collaborate with client teams to provide actionable insights and recommendations.
• Support strategic initiatives through scenario modeling and trend analysis.

Your Desired Skills, Values & Experiences

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 6+ years of experience in FP&A or related financial analysis roles.
• Experience with financial modeling and forecasting techniques.
• Strong analytical and problem‑solving skills.
• Advanced Excel skills, including pivot tables and complex formulas.
• Experience with data visualization tools (Power BI, Tableau).
• Knowledge of ERP systems and financial reporting software.
• Ability to interpret large data sets and present insights clearly.
• Excellent communication and presentation skills.
• Detail‑oriented with a focus on accuracy and efficiency.

If you’re here, you’re looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership.

No matter where you want to go in your career, Rehmann can help you get there. Whether you’re in the early stages of your professional journey or you’re further down your path, we’re focused on helping you achieve your goals – whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose.

To learn more about Rehmann, visit: https://www.rehmann.com/careers/

Rehmann is an Equal Opportunity Employer

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Finance and Sales