FP&A Data & BI Analyst - Power BI & Finance Analytics

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

Benefits offered by this job

401k 8% match

Flexible work environment

Competitive PTO

Tuition reimbursement

Health & wellness benefits

Microsoft Copilot and AI tools

Continuous learning & development

Company events & traditions

Job summary

Origence, a leading fintech SaaS provider for credit unions, seeks a Financial Analyst FP&A to drive planning, reporting and analytics. You will build financial models, develop Power BI dashboards, and partner with Finance, Product, and Operations to deliver insights.

A Bachelor's in Finance, 5–10 years FP&A/analytics, and advanced Excel/Power BI skills are required; experience with Adaptive Planning and SQL is a plus.

Qualifications

• 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.

Skills

Advanced Excel

Financial Modeling

Power BI

SQL

Data Analysis

Presentation Skills

Education

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

Tools

Adaptive Planning

Microsoft Fabric

Enterprise Data Warehouse

Job description

Origence, a leading fintech SaaS provider for credit unions, seeks a Financial Analyst FP&A to drive planning, reporting and analytics. You will build financial models, develop Power BI dashboards, and partner with Finance, Product, and Operations to deliver insights.

A Bachelor's in Finance, 5–10 years FP&A/analytics, and advanced Excel/Power BI skills are required; experience with Adaptive Planning and SQL is a plus.