FP&A Analyst: AI-Driven Forecasting & Insights

Wheelersp; Dallas (TX); On-site; USD 85,000 - 100,000; Part time

Job summary

Wheeler Staffing Partners is seeking an FP&A Analyst in Dallas, TX. The role reports to the Vice President of Finance and focuses on financial planning, analysis, and executive reporting in a fast-paced environment.

The ideal candidate has 2+ years in FP&A or related analytical work, advanced Excel skills, and hands-on experience using AI tools to enhance analysis, automation, and productivity. Onsite, contract-to-hire with broad exposure to multi-brand performance.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 2+ years in FP&A, corporate finance, accounting, or similar analytical role.
• Advanced Excel including complex formulas and modeling; AI tool usage encouraged.

Responsibilities

• Analyze monthly results vs budget, forecast, and prior year.
• Perform variance analysis and identify drivers.
• Track KPIs like EBITDA, gross margin, labor utilization, and more.
• Prepare weekly/monthly exec and board reports.
• Support annual budgeting and quarterly forecasting.
• Build financial models and scenario analyses for planning.
• Collaborate with Accounting, Operations, Marketing, and leadership.
• Evaluate capex requests using ROI/payback analyses.
• Assist with acquisitions-related financial due diligence and integration.
• Identify opportunities to automate processes with AI tools.

Skills

FP&A experience

Advanced Excel

AI tools usage

Strong communication

Education

Bachelor's degree in Finance/Accounting

Tools

NetSuite

Power BI

Tableau

SQL

Job description

Wheeler Staffing Partners is seeking an FP&A Analyst in Dallas, TX. The role reports to the Vice President of Finance and focuses on financial planning, analysis, and executive reporting in a fast-paced environment.

The ideal candidate has 2+ years in FP&A or related analytical work, advanced Excel skills, and hands-on experience using AI tools to enhance analysis, automation, and productivity. Onsite, contract-to-hire with broad exposure to multi-brand performance.