Financial Planning & Analysis Analyst

Mike Albert Fleet Solutions; Cincinnati (OH); On-site; USD 75,000 - 105,000; Full time

Job summary

Mike Albert Fleet Solutions seeks an experienced FP&A professional to support budgeting, forecasting, and strategic analysis across the organization. The role emphasizes a data-first approach, leveraging SQL and Power BI to automate reporting and drive visibility into performance.

You will contribute to budgeting, variance analysis, and decision support, with opportunities to engage in treasury operations and fleet-related financial insights.

Qualifications

• Minimum three years of FP&A or corporate finance experience.
• Bachelor's Degree in Finance or Accounting.
• Advanced Excel skills with financial modeling, pivot tables, and macros.
• Strong SQL skills for data extraction and joining datasets.
• Proven ability to build complex Power BI reports (DAX, Power Query, data modeling).
• Experience with treasury operations or cash flow modeling.
• Excellent communication to present financial insights to non-finance stakeholders.

Responsibilities

• Support annual budgeting, updates forecasts, and scenario planning.
• Prepare monthly/quarterly variance analysis and management reports.
• Assist in reviewing sales team performance and compensation analysis.
• Build financial models for launches, pricing, profitability, and ad hoc cases.
• Design and maintain Power BI dashboards tracking KPIs and financial health.
• Automate reporting processes using AI tools where applicable.
• Analyze fleet-related expenses and provide cost-control recommendations.
• Support treasury functions including cash flow forecasting and liquidity management.
• Conduct ad hoc financial analyses and support executive presentations.

Skills

SQL

Power BI

Advanced Excel

Financial Modeling

Data Visualization

Education

Bachelor's Degree in Finance or Accounting

Tools

NetSuite

SAP

Excel Macros

Job description

This role is responsible is for assisting the Manager, Finance Planning & Analysis (FP & A) with maintaining and reviewing financial reporting metrics, budgeting, forecasting and strategic analysis across the organization. This role 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.

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 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.

QUALIFICATIONS :

• 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.