Financial Planning Analyst

Universal Background Screening; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

A leading background screening company located in Austin, Texas, is seeking a Financial Planning & Analysis (FP&A) Analyst. This full-time role involves supporting financial forecasting, analyzing performance metrics, and building financial models. The ideal candidate will possess a Bachelor's degree in Finance or a related field, along with 2-4 years of experience in financial analysis. Strong skills in Excel and data analysis are essential. Join a dynamic team that values innovation and collaboration.

Qualifications

• 2–4 years of experience in FP&A, corporate finance, or related roles.
• Strong financial modeling and Excel skills.
• Experience analyzing large datasets and working with high transaction volume.

Responsibilities

• Support financial forecasting and budgeting processes.
• Analyze financial performance against budget and KPIs.
• Build and maintain complex financial models.

Skills

Financial modeling

Excel

Analytical thinking

Data analysis

Communication

Education

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

Tools

ERP systems (NetSuite, SAP, Oracle)

Power BI

Tableau

SQL

Job description

Universal Background Screening provides industry‑leading people insights to safety‑sensitive organizations through a simplified, best‑in‑class experience. Our comprehensive suite of background screening, drug testing, occupational health, and verification services empowers clients to make informed decisions that enhance safety, trust, and compliance across their workforce. We are proudly recognized as an industry leader in quality and service delivery, driven by innovation, integrity, and a commitment to excellence in everything we do.

As our business continues to expand, we are growing our Finance Team in Austin, Texas, located in the heart of beautiful downtown Austin. This is an exciting opportunity to join a dynamic, fast‑paced environment where your analytical skills and strategic insights can make a meaningful impact.

Financial Planning & Analysis (FP&A) Analyst will play a critical role in supporting Universal Background’s ongoing growth and operational success. This position is responsible for developing and maintaining financial models, driving forecasting and budgeting processes, and delivering actionable insights that help guide strategic decision‑making across the organization.

The ideal candidate is data‑driven, detail‑oriented, and business‑minded — someone who enjoys digging into numbers, identifying trends, and transforming complex information into clear, strategic recommendations. You will collaborate closely with senior leadership, accounting, operations, and other cross‑functional teams to ensure financial accuracy, efficiency, and alignment with corporate objectives.

Key Responsibilities

• Support monthly, quarterly, and annual financial forecasting and budgeting processes.
• Analyze financial performance by tracking actual results against budget, forecast, and key performance indicators (KPIs).
• Build and maintain complex financial models to support scenario planning and decision‑making.
• Work closely with accounting and operational teams to understand transaction‑level data and trends.
• Translate high‑volume transaction data into actionable insights for business leaders.
• Assist in the development of dashboards and reports using tools like Excel, Power BI, or Tableau.
• Prepare financial presentations for internal stakeholders including department heads and executive leadership.
• Identify opportunities to improve reporting processes and automate manual workflows.
• Participate in strategic initiatives such as pricing analysis, margin optimization, or business case development.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2–4 years of experience in FP&A, corporate finance, or related roles.
• Strong financial modeling and Excel skills.
• Experience analyzing large datasets and working with high transaction volume.
• Ability to interpret financial data and communicate findings clearly to non‑financial stakeholders.
• Strong attention to detail and analytical thinking.
• Experience with ERP systems (e.g., NetSuite, SAP, Oracle).
• Familiarity with data visualization tools (e.g., Power BI, Tableau).
• Knowledge of SQL or other query tools is a plus.

Seniority level

Associate

Employment type

Full‑time

Job function

Finance

Industries

Business Consulting and Services, Human Resources Services