Financial Planning & Analysis Analyst

TRAK Group; Cincinnati (OH); On-site; USD 70,000 - 100,000; Full time

Job summary

TRAK Group in Cincinnati, OH is seeking a Financial Planning & Analysis (FP&A) Analyst to support budgeting, forecasting, and strategic analysis across the organization.

The ideal candidate will be data-driven with strong FP&A fundamentals and hands-on SQL, Power BI, and Excel skills to automate reporting, improve visibility, and translate data into actionable insights for leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3+ years of FP&A, corporate finance, or related experience.
• Strong understanding of GAAP and financial reporting principles.
• Advanced Excel skills including modeling, complex formulas, pivot tables, and data analysis.
• Proficiency in SQL for data extraction and joining data sets.
• Experience building complex Power BI reports and dashboards.
• Knowledge of ERP systems such as NetSuite or SAP.

Responsibilities

• Support annual budgeting, forecast updates, and scenario planning.
• Prepare monthly/quarterly management reports and variance analyses.
• Analyze financial and operational performance against budget/forecast.
• Develop financial models for new product launches, pricing, profitability analyses, and business cases.
• Conduct ad hoc financial analyses for leadership decisions.
• Prepare materials for executive-level presentations.

Skills

SQL proficiency

Power BI

Advanced Excel

Financial analysis

Stakeholder communication

Education

Bachelor's degree in Finance/Accounting or related field

Tools

SQL

Power BI

Excel

NetSuite/SAP

Job description

Financial Planning & Analysis Analyst Setting/Hours: 100% In-Office | 8-5 Join trak group in partnering with a growing client in Cincinnati, Ohio that’s expanding its Shared Services team.

Position Overview

We are seeking a Financial Planning & Analysis (FP&A) Analyst to support financial reporting, budgeting, forecasting, and strategic analysis across the organization. This role will provide meaningful exposure to business performance, treasury operations, fleet management, sales compensation, and executive decision support. The ideal candidate is a data-first finance professional who combines strong FP&A fundamentals with advanced technical skills in SQL, Power BI, and Excel. This person will help automate manual reporting, improve visibility into business performance, and translate complex financial data into actionable insights.

Key Responsibilities

• Financial Planning & Analysis Support the annual budgeting process, forecast updates, and scenario planning.
• Prepare monthly and quarterly management reporting packages and variance analyses.
• Analyze financial and operational performance against budget, forecast, and prior periods.
• Develop financial models supporting new product launches, pricing decisions, profitability analysis, and other business cases.
• Conduct ad hoc financial analysis to support leadership decision-making.
• Prepare financial analysis and materials for executive-level presentations.

Business Intelligence & Reporting

• Design, build, and maintain interactive Power BI dashboards tracking financial, operational, and performance KPIs.
• Use SQL to extract, combine, and analyze data from multiple systems and data sources.
• Leverage DAX, Power Query, and data modeling to develop sophisticated reporting solutions.
• Identify opportunities to automate recurring financial reports and manual processes.
• Utilize AI and other emerging tools to improve reporting efficiency, accuracy, and scalability.
• Translate complex datasets into clear insights for finance and non-finance stakeholders.

Business & Operational Analysis

• Review sales performance and support sales compensation and incentive analysis.
• Analyze fleet expenses, including leasing, fuel, maintenance, and utilization.
• Identify opportunities to improve fleet efficiency and control costs.
• Partner with business stakeholders to understand performance drivers and provide actionable financial recommendations.

Treasury Support

• Assist with cash flow forecasting and liquidity management.
• Support treasury reporting and analysis.
• Assist with banking relationships and other treasury-related activities as needed.

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 3+ years of progressive FP&A, corporate finance, or related experience.
• Strong understanding of GAAP and financial reporting principles.
• Advanced Microsoft Excel skills, including financial modeling, complex/nested formulas, pivot tables, and advanced data analysis.
• Proficiency in SQL, including extracting data and joining multiple data sets.
• Demonstrated experience developing complex Power BI reports and dashboards.
• Working knowledge of DAX, Power Query, and data modeling.
• Experience with cash flow modeling or treasury operations.
• Experience working with ERP systems such as NetSuite, SAP, or similar platforms.
• Strong analytical and problem-solving skills.
• Ability to communicate complex financial and data-driven insights to non-financial stakeholders.
• Ability to manage multiple priorities and adapt quickly to changing business needs.

Preferred Qualifications

• Experience automating financial reporting or business intelligence processes.
• Practical experience using AI tools to automate or improve finance workflows.
• Experience with sales compensation or commission analysis.
• Experience analyzing fleet-related costs and operational performance.
• Exposure to executive-level financial reporting and presentations.

Ideal Candidate Profile

The strongest candidate will bring a combination of traditional FP&A expertise and modern data analytics capabilities. This is not simply an Excel-based financial analyst position—the successful candidate should be comfortable working directly with data, building dashboards, and creating scalable reporting solutions. SQL and Power BI experience should be considered key screening criteria, along with at least three years of hands-on FP&A or corporate finance experience. The right person will be analytical, curious, technically capable, and able to turn financial and operational data into clear recommendations for leadership.