Financial Planning & Analysis Analyst

Vernovis; Cincinnati (OH); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Vernovis is seeking an FP&A Analyst in Cincinnati, a hybrid role focusing on budgeting, forecasting, and strategic financial analysis. You will automate reporting with SQL and Power BI, build financial models, and support treasury and cost-control initiatives.

The candidate will collaborate with cross-functional teams to drive data-informed decisions and improve financial performance. This role offers exposure to treasury operations, pricing analysis, and ad hoc business cases, with a data-first

Qualifications

• Minimum three years of progressive FP&A, corporate finance, or related experience.
• Bachelor's Degree in Finance or Accounting.
• Strong understanding of GAAP, advanced Excel skills (financial modeling, formulas, pivot tables, macros).
• Proficiency in SQL for data extraction and joining disparate data sets; proven Power BI reporting experience.

Responsibilities

• Support annual budgeting, updating forecasts, and scenario planning activities.
• Prepare monthly and quarterly variance analysis and management reporting packages.
• Assist in reviewing sales team performance and compensation analysis.
• Build financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases.
• Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics.
• Utilize AI tools to automate existing reporting processes across the organization.
• Analyze fleet-related expenses and provide cost-control recommendations.
• Support treasury functions including cash flow forecasting and liquidity management.
• Contribute to executive-level presentations with financial analysis.

Skills

FP&A experience

Data-driven insights

Financial analysis

Forecasting

Budgeting

Education

Bachelor's Degree in Finance or Accounting

Tools

SQL

Power BI

DAX

Power Query

Data modeling

ERP (NetSuite, SAP)

Advanced Excel (macros)

Job description

Job Title: Financial Planning & Analysis Analyst

Location: Cincinnati OH (Hybrid)

Who We Are

Vernovis is a Total Talent Solutions company that specializes in Technology, Cybersecurity, Finance & Accounting functions. At Vernovis, we help these professionals achieve their career goals, matching them with innovative projects and dynamic direct hire opportunities in Ohio and across the Midwest.

Come join us

Vernovis is looking for an FP&A Analyst who will support our clients’ financial reporting, budgeting, forecasting, and strategic analysis across the organization. Successful candidates will play a key part in budgeting, performance tracking, and decision support, with added exposure to treasury operations, fleet management, and client support. The ideal candidate will be a “data-first” finance professional, using SQL and Power BI to automate reporting and drive visibility into company performance.

What You’ll Do

• Support annual budgeting, updating forecasts, and scenario planning activities.
• Prepare monthly and quarterly variance analysis and management reporting packages.
• Assist in reviewing sales team performance and advise on various compensation analysis.
• Assist in building financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases.
• Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics.
• Utilize AI tools to drive automation of existing manual reporting processes throughout the organization.
• Analyze fleet-related expenses (leasing, fuel, maintenance, utilization) and provide recommendations for efficiency and cost control.
• Support treasury functions including cash flow forecasting, liquidity management, and banking relationship support.
• Conduct ad hoc financial analysis and support executive-level presentations.

What You’ll Have

• Minimum three years of progressive FP&A, corporate finance, or related experience.
• Bachelor's Degree in Finance or Accounting
• Strong understanding of generally accepted accounting procedures Advanced Excel skills (financial modeling, complex formulas, pivot tables, macros).
• Advanced Excel skills (financial modeling, nested formulas, pivot tables).

• Proficiency in SQL for data extraction and joining disparate data sets.
• Proven experience building complex reports in Power BI, including knowledge of DAX, Power Query, and data modeling.
• Practical experience with treasury operations or cash flow modeling.
• Proficient in Microsoft Office, including Excel, Word, PowerPoint.
• Experience working with ERP systems such as NetSuite or SAP.
• Ability to present complex financial and data-driven insights to non-finance stakeholders.
• Ability to manage multiple priorities and adapt quickly as business needs evolve.
  

The Vernovis Difference

Vernovis does not accept inquiries from Corp to Corp recruiting companies. Applicants must be currently authorized to work in the United States on a full-time basis and not violate any immigration or discrimination laws.

Vernovis provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.