FP&A BI Analyst — Power BI Dashboards & Analytics

Summit Interconnect, Inc.; Anaheim (CA); On-site; USD 100,000 - 115,000; Full time

Job summary

Summit Interconnect, Inc. is seeking a Sr. FP&A – Business Intelligence Analyst to build and maintain dashboards and data tools for the corporate FP&A team. The role focuses on turning financial and operational data into timely, accurate reporting for management.

You will support monthly reporting, forecasting, and budgeting while enhancing data connections from ERP systems and planning tools. This onsite role requires strong analytical skills and a finance mindset.

Qualifications

• Bachelor's degree or equivalent experience in Finance, Accounting, Business, IS, or Data Analytics.
• 2+ years in BI, data analytics, reporting, or related analytical role.
• Proficiency in SQL for data extraction and analysis.
• Hands-on experience with Power BI, Tableau, or similar tools.
• Advanced Excel skills (lookup, pivot, etc.).
• Basic understanding of financial statements and performance metrics.

Responsibilities

• Develop, maintain, and improve dashboards and recurring reports for finance and operations leadership.
• Build data connections from ERP, Adaptive Planning, and other systems feeding FP&A reporting.
• Automate recurring reporting processes to reduce manual effort.
• Translate reporting requests into KPIs and visualizations.
• Validate data accuracy and reconcile outputs to financial statements.
• Maintain documentation of data sources, models, and dashboards.
• Assist with monthly reporting packages, including variance analysis and schedules.
• Support annual budget and forecasting processes with data prep and consolidation.
• Improve financial models and reporting templates in Excel and Adaptive Planning.
• Respond to ad hoc data requests from FP&A and finance leadership.

Skills

Analytical thinking

Communication skills

Organization / multitasking

Learning FP&A mindset

Education

Bachelor’s degree in Finance, Accounting, Business, Information Systems, Data Analytics, or a related field; or equivalent experience

Tools

SQL

Power BI

Tableau

Advanced Excel

Adaptive Planning

Job description

Summit Interconnect, Inc. is seeking a Sr. FP&A – Business Intelligence Analyst to build and maintain dashboards and data tools for the corporate FP&A team. The role focuses on turning financial and operational data into timely, accurate reporting for management.

You will support monthly reporting, forecasting, and budgeting while enhancing data connections from ERP systems and planning tools. This onsite role requires strong analytical skills and a finance mindset.