Hybrid FP&A & Power BI Data Analyst

United Utility Services

Charlotte (NC)

Hybrid

USD 75,000 - 95,000

Full time

Just now
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Benefits offered by this job

Medical insurance
Dental insurance
Vision insurance
HSA options
FSA options
401(k) with company match
Paid time off
Company-paid holidays
Short-term disability
Long-term disability

Job summary

United Utility Services in Charlotte, NC, is seeking an FP&A Systems and Data Analyst to lead Power BI development, financial data modeling, and planning-system data structures. You will build dashboards, datasets, and repeatable reporting processes to support FP&A and Finance, driving faster, more confident decisions.

The ideal candidate will be analytical, detail-oriented, and comfortable in a fast-paced, multi-entity environment.

Qualifications

  • Bachelor's degree in Data Analytics, Information Systems, Finance, Accounting, or related discipline.
  • Advanced Power BI capability, including DAX, Power Query/M, dimensional modeling, dataflows, and workspace administration.
  • Two to six years of relevant experience in BI development, data analytics, FP&A, financial reporting, or related area.
  • Solid understanding of financial statements, budgeting, forecasting, and core FP&A concepts.
  • Advanced Microsoft Excel skills required.
  • Proven ability to automate manual processes and deliver reporting solutions that can scale.
  • Analytical, detail-oriented approach with the communication skills needed to partner effectively across Finance and technical teams.
  • SQL or relational database experience.
  • Experience with ERP systems (Sage 300) and preferred financial reporting tools.
  • Ability to analyze large datasets and present findings clearly.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Excellent communication, presentation, and interpersonal skills.
  • Experience in construction, infrastructure, utilities, EPC, engineering, or project-based industries strongly preferred.
  • Experience supporting multi-entity or private equity-backed organizations is a plus.

Responsibilities

  • Act as the Finance organization’s Power BI resource and manage dashboards used for revenue, margin, SG&A, operating expenses, headcount, KPIs, forecasts, and executive reporting.
  • Create, enhance, and support financial data models, DAX measures, Power Query logic, and dataflows.
  • Limit recurring ad-hoc reporting by developing reusable datasets, shared reporting layers, and self-service options.
  • Design and maintain data structures that support operating forecasts, long-range planning, and repeatable analysis.
  • Investigate and resolve data discrepancies, refresh errors, modeling issues, and inconsistencies in reporting outputs.
  • Replace manual reporting steps with automated solutions using Power Query, dataflows, modeling techniques, and workflow tools.
  • Strengthen data quality, metric alignment, and repeatability across FP&A processes and stakeholder groups.
  • Help evolve Finance workflows so AI-enabled solutions can deliver more timely information and stronger predictive capabilities.
  • Provide analytical support to FP&A and Finance teams.
  • Prepare variance analysis and translate financial data into clear, actionable insights.

Skills

Power BI
DAX
Power Query
Data modeling
Excel
SQL
Financial reporting
Forecasting
Automation
Analytics
ERP (Sage 300)

Education

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

Tools

Power BI
Sage 300
Excel
Power Query

Job description

United Utility Services in Charlotte, NC, is seeking an FP&A Systems and Data Analyst to lead Power BI development, financial data modeling, and planning-system data structures. You will build dashboards, datasets, and repeatable reporting processes to support FP&A and Finance, driving faster, more confident decisions.

The ideal candidate will be analytical, detail-oriented, and comfortable in a fast-paced, multi-entity environment.

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