Senior Analyst, Financial Planning & Analysis

J.D. Power; Northern (KY); Hybrid; USD 115,000 - 130,000; Full time

Job summary

JD Power seeks a Senior Analyst, FP&A to lead critical planning, forecasting, and performance management for the Product, Technology & Analytics group. You will own models, dashboards, and executive-ready insights that shape roadmap prioritization and resource allocation.

You will partner with Finance, Product, and Engineering to deliver accurate forecasts, drive SaaS performance tracking, and craft board-ready materials with clear narratives and actionable recommendations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or related analytical discipline.
• 5-8 years of experience in Finance, Accounting, FP&A, corporate finance, or related analytical role; experience with exec/product/tech leadership is preferred.
• Experience in SaaS/tech companies and PE portfolio environments is preferred.
• Strong Excel and PowerPoint skills with pivot tables/lookups; BI tools like Tableau/Power BI are a plus.
• Experience with NetSuite, Salesforce, Adaptive Planning, Tableau/Power BI or similar systems is valued.

Responsibilities

• Lead budgeting, planning, forecasting, reporting, and financial performance management across the Product, Technology & Analytics organization.
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks for executive visibility.
• Use BI tools (Tableau/Power BI) and SQL to design scalable reporting on technology and product spend.
• Develop insights and recommendations for leadership on budget performance, risks, opportunities, and cost optimization.
• Prepare monthly and quarterly executive and board materials translating data into clear narratives for senior leaders.
• Drive cross-functional planning with product managers, data scientists, and engineers to align roadmaps and resources.
• Identify and implement process improvements and automation to increase forecast accuracy and efficiency.

Skills

Excel

PowerPoint

Tableau

Power BI

SQL

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

NetSuite

Salesforce

Adaptive Planning

Tableau

Power BI

Job description

Job Description: Title: Senior Analyst, Financial Planning & Analysis (FP&A) Location: US or Canada (this is a remote position) Reports to: Finance Director, Technology, Product & Analytics (or FP&A Leadership, as applicable) Vacancy: This is a New Vacancy The Role: The Senior Analyst, FP&A will lead core financial planning, analysis, and performance management activities across JD Power’s Product, Technology & Analytics organization. This role will own key forecasting and reporting processes, develop scalable financial models and executive-ready insights, and partner directly with Finance leadership, product and engineering leaders, and cross-functional stakeholders to shape investment decisions, product roadmap prioritization, resource allocation, and strategic planning in a fast-moving, data-driven environment. This position is well-suited for a seasoned, highly analytical finance professional who can independently lead complex analyses, influence senior product and technology partners, create new planning and reporting capabilities, and translate financial insights into clear recommendations that support product and technology priorities across the Product, Technology & Analytics organization.

The Impact You Will Have in This Role:

As a Senior Analyst, FP&A, you will play a lead role in building the financial visibility, planning discipline, and decision-support infrastructure needed to manage performance across the Product, Technology & Analytics organization. You will develop financial frameworks, surface risks and opportunities, shape recommendations for product and engineering leadership, and help drive stronger forecasting, SaaS performance tracking, and disciplined investment decisions across JD Power’s data and analytics portfolio.

What You’ll Be Doing in This Role:

• Lead budgeting, planning, forecasting, reporting, and financial performance management processes for key areas across the Product, Technology & Analytics organization.
• Create and enhance financial models, KPI dashboards, reporting tools, and planning frameworks that improve executive visibility and enable data-driven product investment decisions.
• Use BI tools (Tableau, Power BI, or similar), SQL, and financial systems to design and deliver accurate, scalable reporting on technology and product spend, investment performance, and key business drivers.
• Develop insights and recommendations for product and engineering leaders on budget performance, variance drivers, forecast risks and opportunities, investment trade-offs, and cost-optimization opportunities across technology investments and vendor spend.
• Lead the development of monthly and quarterly executive and board-level materials, translating complex financial and operational data into clear narratives for senior technology and product leadership.
• Drive cross-functional planning with product managers, data scientists, and engineers to align roadmap planning, investment priorities, and resource allocation decisions.
• Identify, develop, and implement process improvements and automation opportunities, including use of AI tools and data automation to increase forecast accuracy, planning efficiency, and executive visibility.
• Lead ad hoc financial analyses and special projects for the FP&A leadership, CFO, and product and technology leadership, including framing the business question, building the analysis, and communicating actionable recommendations.

Qualifications of this Role:

• Bachelor’s degree in Finance, Accounting, Business, or a related analytical discipline.
• 5-8 years of experience in Finance, Accounting, FP&A, corporate finance, product/technology operations, or a related analytical role; experience supporting executive, product, and technology leadership is strongly preferred.
• Experience working in SaaS/technology companies and private equity portfolio company environments is strongly preferred.
• Strong Excel and PowerPoint skills, including experience with pivot tables, lookups, and structured financial analysis; familiarity with BI tools such as Tableau or Power BI is a strong plus.
• Strong analytical and problem-solving skills with attention to detail.
• Demonstrated ability to lead financial planning processes, create new analytical frameworks, influence cross-functional product and technology stakeholders, and turn data into executive-level recommendations.
• Ability to communicate financial concepts clearly to both finance and non-finance stakeholders.
• Comfort working independently, managing ambiguity, and adapting to changing priorities.
• Familiarity with operating expense management, headcount planning, forecasting, variance analysis, and executive reporting is a strong plus.
• Experience with NetSuite, Salesforce, Adaptive Planning, Tableau, Power BI, or similar systems is also valued.

The Career Opportunity:

This role offers meaningful ownership of high-visibility FP&A processes and direct exposure to senior Finance, Product, and Technology leadership. The Senior Analyst, FP&A will have the opportunity to build new planning capabilities, strengthen reporting and forecast infrastructure, and influence product and technology investment decisions across the organization. This role provides a strong platform for future growth into FP&A leadership, Strategic Finance, Finance Business Partnership, or broader business partnering roles at JD Power.

The Team / The Business:

You will work closely with Finance, Product, Engineering, and Analytics leaders across JD Power’s Product, Technology & Analytics organization. JD Power is a global leader in consumer insights, data, and advisory services, helping organizations across industries make data-driven, customer-centric decisions. The Product, Technology & Analytics organization plays a critical role in enabling disciplined growth, product innovation, and data-driven decision support.

The Hiring Manager says:

I’m looking for someone who is analytically strong, naturally curious, and ready to take ownership of high-impact FP&A work across the Product, Technology & Analytics organization. This role requires someone who can lead planning and reporting processes, build scalable models and tools, develop thoughtful recommendations, and influence how product and engineering leaders think about investment trade-offs, roadmap priorities, and performance management. If you enjoy creating structure from complex data, partnering with technical and senior stakeholders, and helping shape how the business plans and manages performance, this is a strong opportunity to make a meaningful impact.

This position has a starting salary range of $115 - $130K USD, or $96K - $109K CAD. This is the range we reasonably and in good faith expect to pay for the role at the time of posting. An employee’s pay within the range is determined by a number of factors, including relevant skills, education, qualifications, experience, performance, business or organizational needs, and geographic location.

Company Mission

Our mission in the market we serve is clear. To power every auto-related decision through proprietary data, advanced analytics, deep industry expertise, and seamless workflows that connect insight to action.

Our Values

We POWER Our Customer's Success We are Innovative, Collaborative and Grounded in Data We Make Things Easy We Get It Done We Start with Trust & Prove it Everyday JD Power is committed to employing a diverse workforce. Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, veteran status, or disability. Should you require accommodations during the recruitment and selection process, please reach out to [e-mail]. JD Power does not disclose your personal data to unauthorized third parties. However, as a global corporation consisting of multiple affiliated companies in various countries, JD Power has international sites and JD Power uses resources located throughout the world. JD Power may from time to time also use third parties to act on JD Power’s behalf. You agree to the fact that to the extent necessary your personal data may be transferred and/or disclosed to any company within JD Power group of companies as well as to third parties acting on JD Power’s behalf, including also transfers to servers and databases outside the country where you provided JD Power with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America. If you are a California or United Kingdom resident, additional disclosures about the information we collect and how we use that information can be found by clicking here. JD Power is a proven leader in business-critical data and intelligence to drive auto-related decisions with confidence and clarity. By leveraging unmatched proprietary data, advanced analytics and deep industry expertise, JD Power fuels original equipment manufacturers, retailers, lenders, insurers and partners to enhance their performance. Since 1968, JD Power has delivered incisive guidance and intelligence about customer interactions with brands and products. To learn more about the company, visit JDPower.com.