FP&A Analyst: Budgeting, Forecasting & BI Dashboards

Addison Group; Tampa (FL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K

Bonuses

Job summary

Addison Finance & Accounting in Tampa, FL is seeking a Financial Planning & Analysis Analyst to lead budgeting and forecasting, analyze variances, and build financial models for fleet capex and expansion opportunities. The role requires 3–5 years in FP&A and strong BI/ERP skills, with cross-functional collaboration across Accounting, Operations, and IT.

The ideal candidate will present insights to leadership, develop executive-ready reports, and ensure data integrity for internal and external

Qualifications

• 3-5 years of experience in FP&A, accounting, financial analysis, corporate finance, or similar analytical role.
• Experience supporting budgeting, forecasting, financial reporting, or financial modeling activities.
• Experience using business intelligence, reporting, ERP, or accounting systems.
• Experience working with accounting or financial data and communicating analysis to non-financial stakeholders.
• Must be legally authorized to work in the United States.

Responsibilities

• Lead the annual budgeting process and maintain rolling and multi-year forecasts, including scenario analysis to support executive decision-making.
• Prepare monthly variance analysis comparing actual results to budget and forecast, with clear explanations of key drivers.
• Build and maintain financial models for fleet capital expenditures, equipment ROI, and expansion opportunities, including new branches and potential acquisitions.
• Track and report on equipment utilization, rental rates, and branch and project profitability.
• Develop monthly and quarterly management reporting packages and executive-ready presentations.
• Design and maintain Power BI dashboards and automated reporting to reduce reliance on manual Excel processes.
• Present financial results and models to leadership, translating complex data into clear business insights.
• Partner with Accounting, Operations, and IT to ensure data integrity and consistent reporting.
• Support materials for lenders, auditors, and other external partners as needed.

Job description

Addison Finance & Accounting in Tampa, FL is seeking a Financial Planning & Analysis Analyst to lead budgeting and forecasting, analyze variances, and build financial models for fleet capex and expansion opportunities. The role requires 3–5 years in FP&A and strong BI/ERP skills, with cross-functional collaboration across Accounting, Operations, and IT.

The ideal candidate will present insights to leadership, develop executive-ready reports, and ensure data integrity for internal and external