FP&A Analyst: Forecasting, Analytics & Automation

Trisura; Oklahoma City (OK); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Employee Stock Purchase Plan

Job summary

Trisura in Oklahoma City seeks a Financial Analyst – FP&A to support reporting, forecasting, profitability analysis, and data infrastructure for the team. You will partner with senior leaders to build robust models and insights that drive strategic decisions.

The role emphasizes advanced Excel modeling, Power BI & SQL proficiency, and a proactive mindset to automate processes and improve efficiency within FP&A functions.

Qualifications

• Bachelor's degree in Finance, Accounting, Business Analytics, or a related field.
• Previous experience in Finance or FP&A.
• Planning and forecasting experience.
• Advanced proficiency in Microsoft Excel, including financial modeling.
• Data analysis and visualization.
• Experience with Power Query.
• Excellent attention to detail and organization skills.
• Clear written and verbal communication.
• Strong problem-solving and analytical skills.
• Power-BI and SQL experience is a plus.

Responsibilities

• Conduct complex financial analysis to identify trends, risks, and opportunities
• Prepare monthly, quarterly, and annual financial reporting packages and presentations for senior management
• Monitor and report on key performance indicators (KPIs) for senior management
• Research and implement technology and tooling to support FP&A initiatives
• Support the annual planning, budgeting, and forecasting process, including data collection, model updates, and validation
• Identify manual processes suitable for implementing automation or Artificial Intelligence into workflows

Skills

Financial analysis

Advanced Excel

Data visualization

Power BI

SQL

Financial modeling

Communication skills

Problem-solving

Education

Bachelor's degree in Finance, Accounting, Business Analytics, or related field

Tools

Power BI

SQL

Power Query

Excel

Job description

Trisura in Oklahoma City seeks a Financial Analyst – FP&A to support reporting, forecasting, profitability analysis, and data infrastructure for the team. You will partner with senior leaders to build robust models and insights that drive strategic decisions.

The role emphasizes advanced Excel modeling, Power BI & SQL proficiency, and a proactive mindset to automate processes and improve efficiency within FP&A functions.