FP&A Analyst: Power BI & AI-Driven Insights

Origence; Irvine (CA); On-site; USD 112,000 - 135,000; Full time

Benefits offered by this job

401(k) with Company Match

Paid Time Off

AI-Enabled Tools

Job summary

Origence, a fintech company, is seeking a highly analytical Financial Analyst, FP&A, to drive budgeting, forecasting, and reporting. You'll design Power BI dashboards, build financial models, and partner with Finance, Product, and IT to turn data into actionable insights.

The role requires 5–10 years in FP&A or analytics, advanced Excel, Power BI, SQL, and experience with data warehousing and Adaptive Planning.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
• 5-10 years of experience in FP&A, financial analysis, business intelligence, or analytics.
• Advanced Excel and financial modeling skills.
• Advanced Power BI experience, including dashboard development, data modeling, DAX, and data visualization best practices.
• Strong understanding of financial statements, budgeting, forecasting, and performance analysis.
• Excellent analytical, communication, and presentation skills.
• Ability to work effectively across Finance, Technology, and business teams.

Responsibilities

• Support annual budgeting, quarterly forecasting, and long-range planning processes.
• Prepare monthly financial reporting packages, variance analyses, and management presentations.
• Develop financial models to support strategic initiatives, profitability analysis, pricing evaluations, and business cases.
• Analyze financial and operational performance, identifying key trends, risks, and opportunities.
• Partner with business leaders and Finance team members to deliver actionable insights and recommendations.
• Design, develop, and maintain Power BI dashboards, scorecards, and reporting solutions.
• Create executive, departmental, and operational KPI reporting.
• Automate recurring reporting processes to improve efficiency, consistency, and accuracy.
• Translate business requirements into scalable reporting and analytical solutions.
• Support development and governance of enterprise reporting standards and metric definitions.
• Analyze financial and operational data to identify trends, business opportunities, and performance drivers.
• Leverage enterprise data sources and data warehouse environments to support reporting and analytics.
• Utilize SQL and other analytical tools to extract, transform, and analyze data.
• Perform ad hoc analyses to support Finance, Product, Operations, and Executive Management.
• Assist with data validation, reconciliation, and data quality initiatives.
• Support Adaptive Planning administration, reporting, and process enhancements.
• Assist with planning model maintenance, data integrations, and reporting improvements.
• Identify opportunities to streamline planning, reporting, and analytics processes through automation.
• Participate in Finance transformation and business intelligence initiatives.
• Collaborate with Finance, IT, and business stakeholders to continuously improve data accessibility and reporting capabilities.

Skills

Advanced Excel

Power BI

SQL

Financial Modeling

Forecasting

Data Analytics

Communication

Presentation

Education

Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field

Tools

Microsoft Fabric

Adaptive Planning

Job description

Origence, a fintech company, is seeking a highly analytical Financial Analyst, FP&A, to drive budgeting, forecasting, and reporting. You'll design Power BI dashboards, build financial models, and partner with Finance, Product, and IT to turn data into actionable insights.

The role requires 5–10 years in FP&A or analytics, advanced Excel, Power BI, SQL, and experience with data warehousing and Adaptive Planning.