FP&A Analyst I/II — Forecasting, Budgets, Dashboards

Trustmark Corporation; Jackson (MS); On-site; USD 55,000 - 75,000; Full time

Job summary

Trustmark Corporation is seeking a Financial Planning & Analysis Analyst to conduct in-depth forecasting, budgeting, data analysis, and KPI development. The role may be filled at Level I or II, with additional responsibilities tied to the level.

You will build financial models, prepare monthly reviews with actionable commentary, and automate reporting using Excel, Power BI, OBIEE, or similar tools. The role requires strong communication and the ability to manage multiple projects.

Qualifications

• Bachelor’s degree in Finance or Accounting or related field of study; Level II may require 2+ years FP&A or corporate finance experience.
• 1+ years FP&A experience or recent graduate for Development Associate path.
• Strong written and oral communication skills for management interactions.
• Ability to analyze data, budget, and translate into actional financial activities.
• Strong analytical skills to interpret data and make recommendations.
• Experience with Microsoft applications (Excel, Teams, PowerPoint, Outlook, Access, SharePoint, Word, VBA) and other reporting tools.

Responsibilities

• Build and manage financial models to support forecasting, budgeting, and long-term planning.
• Prepare monthly business reviews with actionable commentary.
• Automate and improve financial processes and reporting using Excel, Power BI, OBIEE, or budgeting software.
• Track KPIs, develop dashboards, and deliver analyses to influence decisions.
• Perform additional duties as assigned.

Skills

Financial modeling

Forecasting

Budgeting

Communication

Stakeholder management

Education

Bachelor’s degree in Finance or Accounting

Master’s degree preferred

Tools

Excel

Power BI

OBIEE

Cognos

VBA

PowerPoint

Outlook

Access

SharePoint

Job description

Trustmark Corporation is seeking a Financial Planning & Analysis Analyst to conduct in-depth forecasting, budgeting, data analysis, and KPI development. The role may be filled at Level I or II, with additional responsibilities tied to the level.

You will build financial models, prepare monthly reviews with actionable commentary, and automate reporting using Excel, Power BI, OBIEE, or similar tools. The role requires strong communication and the ability to manage multiple projects.