FP&A Analyst: Data-Driven Reporting & Automation

Jobtailor; Kentucky; On-site; USD 65,000 - 90,000; Full time

Job summary

APIS Services, Inc. is seeking a Financial Analyst to support budgeting, forecasting, and the financial planning process in a multi-site environment.

You will prepare, analyze, and validate data used in monthly reporting, assist with variance analysis, and monitor key performance metrics across revenue and expenses. The role requires strong Excel skills, experience with dashboards (Power BI/Tableau), and the ability to automate reporting.

Qualifications

• Bachelor's degree in finance, accounting, economics, business analytics, or related field.
• 2+ years of experience in financial analysis, FP&A, accounting, reporting, or business analytics.
• Strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and data analysis.
• Experience with large data sets and multiple systems.
• Strong verbal and written communication skills.
• Ability to work independently while collaborating across teams.
• Experience with financial planning and forecasting preferred.
• Experience developing dashboards and automated reporting solutions preferred.
• Knowledge of Power BI, Tableau, SQL, or similar reporting tools preferred.
• Experience supporting multi-site or service-based organizations preferred.
• Familiarity with ERP, accounting, or business intelligence platforms preferred.
• Detail-oriented and highly organized.
• Data-driven and analytical.
• Curious and solution focused.
• Technology-savvy and process improvement minded.
• Comfortable working with large amounts of data.
• Able to manage multiple priorities and deadlines.
• Committed to producing accurate, actionable insights.
• APIS Services, Inc. is an Equal Opportunity Employer

Responsibilities

• Support budgeting, forecasting, and the financial planning process.
• Prepare, analyze, and validate data used in monthly financial reporting.
• Assist with variance analysis and identification of key financial trends.
• Analyze revenue, expenses, and operational performance metrics.
• Support monthly, quarterly, and annual financial reporting activities.
• Provide ad hoc financial and operational analysis for leadership and stakeholders.
• Develop and maintain dashboards and reporting tools.
• Build and maintain standardized reporting templates.
• Automate manual reporting processes to improve efficiency and accuracy.
• Monitor and update reporting processes as business needs and systems evolve.
• Deliver timely, accurate reporting to support leadership decision making.
• Ensure the integrity, completeness, and accuracy of financial and operational data.
• Develop reconciliation processes and controls to validate data across systems.
• Investigate and resolve data discrepancies with Accounting, IT, and operational teams.
• Identify opportunities to improve workflows, reporting efficiencies, and data quality.
• Support initiatives that enhance reporting automation and system utilization.
• Occasional travel may be required based on business needs

Skills

Analytical skills

Problem solving

Communication skills

Detail-oriented

Multi-tasking

Curious and solution focused

Data-driven

Independent with collaboration

Education

Bachelor's Degree in Finance/Accounting/Economics/Business Analytics

Tools

Power BI

Tableau

SQL

Job description

APIS Services, Inc. is seeking a Financial Analyst to support budgeting, forecasting, and the financial planning process in a multi-site environment.

You will prepare, analyze, and validate data used in monthly reporting, assist with variance analysis, and monitor key performance metrics across revenue and expenses. The role requires strong Excel skills, experience with dashboards (Power BI/Tableau), and the ability to automate reporting.