Financial Planning Analyst - BI, FP&A (4260205)

Ocasa Life Sciences; Town of Florida (NY); On-site; Confidential; Full time

Job summary

Ocasa Life Sciences in Miami seeks a bilingual Financial Planning Analyst to strengthen reporting, analytics, and business intelligence across the organization. You will translate complex financial data into reliable reporting, automated solutions, and actionable insights, collaborating closely with FP&A, IT, and Finance leadership.

You will develop and automate financial reporting with SQL, SAP, Power BI and Excel, build dashboards and data models, and support budgeting and forecasting with

Qualifications

• Bachelor's degree in IS, CS, Business Analytics, Finance, or Accounting.
• 3-5+ years in BI, Reporting, Data Analytics, or FP&A Analytics.
• Strong SQL skills (joins, CTEs, window functions, optimization).
• Hands-on experience with Power BI (DAX, Power Query, modeling, dashboards).
• Experience with SAP ECC or S/4HANA.
• Advanced Excel skills.
• Strong understanding of data modeling and relational databases.
• Strong analytical and problem-solving skills.
• Ability to translate data into business insights.
• Strong communication and stakeholder management skills.
• English and Spanish required

Responsibilities

• Develop, automate, and maintain financial reporting using SQL, SAP, Power BI, and Excel.
• Build Power BI dashboards, KPI scorecards, and data models.
• Extract, transform, and validate data from SAP and other systems.
• Write and optimize SQL queries, views, and datasets.
• Automate recurring reports and reduce manual processes.
• Ensure data accuracy, consistency, and governance.
• Partner with FP&A to translate business needs into BI solutions.
• Act as liaison between Finance/FP&A and IT for reporting improvements.
• Support budgeting, forecasting, and financial analysis with reliable data.
• Analyze KPIs, trends, and variances to support decision-making.
• Improve reporting infrastructure and BI capabilities.
• Document dashboards, data sources, and reporting logic.
• Continuously identify automation and improvement opportunities.

Skills

Bilingual English/Spanish

SQL

Power BI

Excel (Advanced)

Data analytics

FP&A analytics

Stakeholder management

Communication

Education

Bachelor's degree in IS, Computer Science, Business Analytics, Finance, or Accounting

Tools

SAP ECC or S/4HANA

Power BI

Job description

We are looking for a bilingual (english/spanish) highly analytical Financial Planning Analyst with a solid BI, FP&A foundation to join our Finance team. This position requires to be physically in Miami.

This role strengthens our reporting, analytics, and business intelligence capabilities across the organization. Working closely with the VP of Profitability & Financial Planning, FP&A, IT, and other teams, you will turn complex financial and operational data into reliable reporting, automated solutions, and actionable insights.

This is a great opportunity for someone who enjoys combining finance, data, and technology to improve decision-making and build scalable reporting solutions.

What You’ll Do

• Develop, automate, and maintain financial and operational reporting using SQL, SAP, Power BI, and Excel.
• Build Power BI dashboards, KPI scorecards, and data models.
• Extract, transform, and validate data from SAP and other systems.
• Write and optimize SQL queries, views, and datasets.
• Automate recurring reports and reduce manual processes.
• Ensure data accuracy, consistency, and governance.
• Partner with FP&A to translate business needs into BI solutions.
• Act as a liaison between Finance/FP&A and IT for reporting and system improvements.
• Support budgeting, forecasting, and financial analysis with reliable data.
• Analyze KPIs, trends, and variances to support decision-making.
• Improve reporting infrastructure and BI capabilities.
• Document dashboards, data sources, and reporting logic.
• Continuously identify automation and improvement opportunities.

What We’re Looking For

• Bachelor’s degree in IS, Computer Science, Business Analytics, Finance, Accounting, or related field.
• 3-5+ years in BI, Reporting, Data Analytics, or FP&A Analytics.
• Strong SQL skills (joins, CTEs, window functions, optimization).
• Hands-on experience with Power BI (DAX, Power Query, modeling, dashboards).
• Experience with SAP ECC or S/4HANA.
• Advanced Excel skills.
• Strong understanding of data modeling and relational databases.
• Strong analytical and problem-solving skills.
• Ability to translate data into business insights.
• Strong communication and stakeholder management skills.
• English and Spanish required

Nice to Have

• Experience in FP&A, budgeting, forecasting, or financial reporting.
• Power BI Service (gateways, refreshes, distribution).
• ETL, data warehouse, and automation experience.
• KPI development and financial reporting experience.
• Experience moving from Excel-based to BI-driven reporting.

What Success Looks Like

• Accurate and timely reporting across Finance and Operations.
• Increased adoption of Power BI dashboards.
• Reduced manual reporting through automation.
• Improved data quality and consistency.
• Better visibility into financial and operational performance.
• Stronger Finance-IT collaboration.
• A more scalable BI environment.

Why This Role Matters

This role has direct exposure to Finance leadership and IT and plays a key part in how the organization uses data for decision-making.

If you enjoy building dashboards, automating reporting, working with financial data, and turning data into insights, this role will have a visible impact across the business.