FP&A & Planning Systems Analyst – Hybrid

Brewer Morris; Fort Worth (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Brewer Morris is seeking a Financial Analyst, Financial Systems & Analysis to join its hybrid Finance team in Fort Worth, TX. You will support Planful, budgeting, forecasting, and reporting, delivering insights and maintaining data integrity.

The role collaborates with finance and business stakeholders, builds Excel models, analyzes variances, and helps automate processes to improve reporting efficiency and accuracy.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, or related discipline.
• CPA and/or MBA preferred.
• 2-4 years of FP&A, financial analysis, reporting, or related finance roles.
• Experience with Planful or similar FP&A systems preferred.
• Experience with ERP systems and large datasets.
• Intermediate-to-advanced Microsoft Excel skills.
• Exposure to Power BI or similar BI tools is advantageous.
• Strong analytical and problem-solving abilities with the ability to explain financial variances and trends.

Responsibilities

• Planful administration: user support, security, access requests, workflow assistance, and troubleshooting.
• Maintain planning templates, input schedules, mappings, and hierarchy structures.
• Assist with data loads, validations, reconciliations, and refresh processes to ensure data integrity and timely reporting.
• Support budgeting, forecasting, and long-range planning cycles.
• Document SOPs, training materials, and user support documentation.
• Assist user enablement and adoption of planning processes.
• Prepare recurring and predictive analysis on operational expenses and revenue.
• Perform trend analyses and explain variances.
• Support budgeting/forecasting by compiling inputs and validating assumptions.
• Build Excel financial models for scenario planning.
• Develop standardized reporting packages and executive summaries.
• Support performance review materials and follow-up.
• Reconcile across Planful, ERP systems, and reporting outputs.
• Identify anomalies and perform root-cause analysis.
• Partner with finance teams to improve data quality and planning.
• Support adoption of planning routines, reporting standards, and financial definitions.
• Identify opportunities for automation and process improvements.

Skills

Financial analysis

Cross-functional collaboration

Attention to detail

Communication skills

Education

Bachelor's degree inFinance/Accounting/Business

CPA and/or MBA preferred

Tools

Planful

ERP systems

Microsoft Excel

Power BI

Job description

Brewer Morris is seeking a Financial Analyst, Financial Systems & Analysis to join its hybrid Finance team in Fort Worth, TX. You will support Planful, budgeting, forecasting, and reporting, delivering insights and maintaining data integrity.

The role collaborates with finance and business stakeholders, builds Excel models, analyzes variances, and helps automate processes to improve reporting efficiency and accuracy.