FP&A Systems & Reporting Leader (PBCS, Power BI)

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

Job summary

Help At Home in Olympia, WA seeks a seasoned FP&A Systems & Reporting Manager to own planning tools and dashboards, driving automation and data integrity. You’ll lead PBCS governance, model ownership, and standardized reporting while guiding cross-team collaboration with IT and finance.

The role emphasizes building automated processes, reducing manual Excel work, and delivering executive analytics through Power BI. 5+ years in FP&A with experience leading teams is preferred.

Qualifications

• Bachelor's degree required 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.
• Strong proficiency in Power BI and advanced Excel; SQL or data modeling experience a plus.
• Track record of building controls, standardizing processes, and driving automation.

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

Advanced Excel

Executive dashboards

PowerPoint

Analytical skills

Communication

Education

Bachelor's degree in Finance, Accounting, Information Systems, or related field

Tools

Power BI

PBCS/Hyperion

SQL

Job description

Help At Home in Olympia, WA seeks a seasoned FP&A Systems & Reporting Manager to own planning tools and dashboards, driving automation and data integrity. You’ll lead PBCS governance, model ownership, and standardized reporting while guiding cross-team collaboration with IT and finance.

The role emphasizes building automated processes, reducing manual Excel work, and delivering executive analytics through Power BI. 5+ years in FP&A with experience leading teams is preferred.