Senior Financial Planning Analyst

StevenDouglas; United States; On-site; USD 110,000 - 120,000; Full time

Job summary

A staffing and recruiting firm is seeking a Senior Financial Analyst to interpret financial data and develop dashboards using Power BI or Tableau. This role requires strong analytical and collaborative skills to enhance decision-making. The position offers a salary of up to $120k, plus bonuses, and is an onsite full-time role.

Qualifications

• Experience with Power BI or Tableau dashboarding and large data sets.
• Strong analytical skills for financial data interpretation.
• Ability to collaborate with cross-functional teams.

Responsibilities

• Translate complex financial results into actionable insights.
• Lead analysis of customer trends to influence decision-making.
• Develop and maintain financial models in Excel.

Skills

Power BI

Tableau

Financial analysis

Data interpretation

Excel

Job description

Director - Finance & Accounting Executive Search and Professional Services at StevenDouglas

We are currently working with a client in the uptown area that is seeking a Senior Financial Analyst to join their team. Must have experience with Power BI or Tableau dashboarding and large data sets.

Work Schedule: ONSITE

Salary: up to $120k + bonus

Base pay range

$110,000.00/yr - $120,000.00/yr

Key Responsibilities

• Translate complex financial results into actionable insights from Gross Revenue through EBITDA.
• Lead analysis of customer trends, pricing, and volume drivers to influence decision-making.
• Collaborate with COGS teams to align cost analysis with revenue performance.
• Aggregate, analyze, and interpret SG&A spend to support business reviews.
• Develop and maintain financial models in Excel; build and automate dashboards in Power BI (huge plus).
• Partner with BI team to segment large datasets (e.g., income by region, household demographics) to drive commercial insights.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting/Auditing

Industries

Staffing and Recruiting

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