FP&A Systems & Reporting Lead — Automate Dashboards & PBCS

Help at Home; Helena (MT); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) retirement plan

Paid time off and holidays

Employee assistance programs and well‑

Flexible options to support a balanced

Job summary

Help at Home is seeking a Senior FP&A Systems & Reporting leader to own planning and reporting governance, including PBCS and Power BI architectures. You will set standards, drive automation, and oversee data integrity while partnering with IT and finance to deliver trusted executive analytics.

You will shape dashboards, reconcile data, and guide analysts, ensuring scalable, automated processes that reduce manual reporting.

Qualifications

• Bachelor's degree or higher in Finance, Accounting, Information Systems, or related field.
• 5+ years FP&A, financial systems, or reporting experience; prior team leadership preferred.
• Hands-on experience administering PBCS/Hyperion or a comparable EPM platform.

Responsibilities

• Serve as system administrator for PBCS (Planning and Budgeting Cloud Service), managing configuration, security, workflow, and metadata.
• Define and manage FP&A data and system ownership, review protocols, and reconciliation standards.
• Share ownership of and assist with maintaining FP&A models, including Market, FSC, and Consolidation tools, partnering with other teams involved to support accuracy and version control.
• Establish controls and review cadences to safeguard data integrity across planning and reporting systems.
• Partner with IT and system vendors on upgrades, enhancements, integrations, and issue resolution.
• Own the standardized dashboard (Power BI), KPI view, and executive analytics strategy, bringing integrity, consistency, and accuracy to how metrics are defined, sourced, and reported.
• Partner directly with the Senior Financial Analyst on Power BI dashboard design and development, reviewing builds and providing hands-on guidance.
• Own the roadmap to reduce manual Excel-based reporting and reconciliation, directing automation efforts.
• Set reporting standards and templates to ensure consistency across the FP&A organization.
• Manage and develop the Reporting & Data Analytics Lead role, including workload prioritization and career development.

Skills

Financial modeling

Excel proficiency

PowerPoint

Analytical skills

Communication skills

Education

Bachelor's degree in Finance/Accounting/IS or related field

Tools

PBCS/Hyperion

Power BI

SQL

Data modeling

Excel

Job description

Help at Home is seeking a Senior FP&A Systems & Reporting leader to own planning and reporting governance, including PBCS and Power BI architectures. You will set standards, drive automation, and oversee data integrity while partnering with IT and finance to deliver trusted executive analytics.

You will shape dashboards, reconcile data, and guide analysts, ensuring scalable, automated processes that reduce manual reporting.