Senior Financial Analyst, FP&A with Power BI (Remote)

Heritage Family Funeral Services, Inc; Fredericksburg (VA); Remote; USD 85,000 - 110,000; Full time

Job summary

Heritage Family Funeral Services, Inc. is seeking a Senior Financial Analyst to join our Finance team.

This remote role partners with senior operating leaders to forecast, analyze, and report on revenue, costs, and EBITDA while expanding Power BI dashboards for timely visibility into performance. The ideal candidate will have 4–6 years in FP&A, strong Excel skills, and experience implementing Power BI in a distributed organization.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field required.
• 4-6 years of experience in FP&A, financial analysis, or similar analytical role.
• Strong financial modeling, forecasting, and variance analysis skills.
• Advanced proficiency in Microsoft Excel.
• Experience developing dashboards and reports using Power BI.
• Working knowledge of financial statements and accounting concepts.
• Ability to analyze large data sets and translate findings into recommendations.

Responsibilities

• Develop and maintain financial forecasts for revenue, case volume, labor, operating expenses, and EBITDA.
• Analyze actual results against budget and forecast; identify key drivers of variances.
• Partner with senior operating leaders to review performance and support decision-making.
• Develop and maintain dashboards, KPIs, and management reporting for multiple levels of the organization.
• Lead Power BI implementation and expansion for financial and operational reporting.
• Combine financial and operational data to identify trends, risks, and opportunities across locations.
• Support annual budgeting process and ongoing forecasting activities.
• Collaborate with Accounting to reflect underlying business activity in analyses.
• Improve reporting processes through automation and standardization.

Job description

Heritage Family Funeral Services, Inc. is seeking a Senior Financial Analyst to join our Finance team.

This remote role partners with senior operating leaders to forecast, analyze, and report on revenue, costs, and EBITDA while expanding Power BI dashboards for timely visibility into performance. The ideal candidate will have 4–6 years in FP&A, strong Excel skills, and experience implementing Power BI in a distributed organization.