FP&A & Power BI Analytics Specialist

CU Direct Corporation; Irvine (CA); On-site; USD 112,000 - 135,000; Full time

Benefits offered by this job

401(k) with 8% Company Match

Competitive Paid Time Off

Microsoft Copilot and AI-Enabled Tools

Employee-driven programs & events

Job summary

Origence is seeking a highly analytical and technology-driven Financial Analyst, FP&A to support financial planning, reporting, BI, and analytics initiatives across the organization. This role partners with FP&A to deliver financial analysis, Power BI reporting, planning processes, and enterprise data-driven insights.

The ideal candidate combines strong financial acumen with modern data capabilities and is passionate about automated, reliable reporting to drive decision-making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or related field.
• 5-10 years of FP&A, financial analysis, business intelligence, or analytics experience.
• Advanced Excel and financial modeling skills.
• Advanced Power BI experience, including dashboard development, data modeling, DAX, and data visualization best practices.

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

Financial Modeling

Power BI

SQL

Adaptive Planning

Data Warehousing

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Fabric

Job description

Origence is seeking a highly analytical and technology-driven Financial Analyst, FP&A to support financial planning, reporting, BI, and analytics initiatives across the organization. This role partners with FP&A to deliver financial analysis, Power BI reporting, planning processes, and enterprise data-driven insights.

The ideal candidate combines strong financial acumen with modern data capabilities and is passionate about automated, reliable reporting to drive decision-making.