Power BI & SQL-Driven FP&A Analyst

Mike Albert Fleet Solutions; Cincinnati (OH); On-site; USD 75,000 - 105,000; Full time

Job summary

Mike Albert Fleet Solutions seeks an experienced FP&A professional to support budgeting, forecasting, and strategic analysis across the organization. The role emphasizes a data-first approach, leveraging SQL and Power BI to automate reporting and drive visibility into performance.

You will contribute to budgeting, variance analysis, and decision support, with opportunities to engage in treasury operations and fleet-related financial insights.

Qualifications

• Minimum three years of FP&A or corporate finance experience.
• Bachelor's Degree in Finance or Accounting.
• Advanced Excel skills with financial modeling, pivot tables, and macros.
• Strong SQL skills for data extraction and joining datasets.
• Proven ability to build complex Power BI reports (DAX, Power Query, data modeling).
• Experience with treasury operations or cash flow modeling.
• Excellent communication to present financial insights to non-finance stakeholders.

Responsibilities

• Support annual budgeting, updates forecasts, and scenario planning.
• Prepare monthly/quarterly variance analysis and management reports.
• Assist in reviewing sales team performance and compensation analysis.
• Build financial models for launches, pricing, profitability, and ad hoc cases.
• Design and maintain Power BI dashboards tracking KPIs and financial health.
• Automate reporting processes using AI tools where applicable.
• Analyze fleet-related expenses and provide cost-control recommendations.
• Support treasury functions including cash flow forecasting and liquidity management.
• Conduct ad hoc financial analyses and support executive presentations.

Skills

SQL

Power BI

Advanced Excel

Financial Modeling

Data Visualization

Education

Bachelor's Degree in Finance or Accounting

Tools

NetSuite

SAP

Excel Macros

Job description

Mike Albert Fleet Solutions seeks an experienced FP&A professional to support budgeting, forecasting, and strategic analysis across the organization. The role emphasizes a data-first approach, leveraging SQL and Power BI to automate reporting and drive visibility into performance.

You will contribute to budgeting, variance analysis, and decision support, with opportunities to engage in treasury operations and fleet-related financial insights.