Senior FP&A Analyst: Forecasting, BI Dashboards & Automation

Insight Global (United States); Fairfield (CA); On-site; USD 97,000 - 120,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401k with employer matching

Paid time off

Job summary

Insight Global is seeking a Senior Financial Analyst for a top financial-services and credit-union client. This role strengthens FP&A, forecasting, reporting, and business intelligence, partnering with leaders to analyze data and build scalable models and dashboards.

The ideal candidate combines traditional FP&A with hands-on data analytics and visualization, and will present insights to executive stakeholders as the organization modernizes financial processes.

Qualifications

• 5–8+ years FP&A or related finance function.
• Banking/credit unions experience preferred.
• Advanced Excel and financial modeling skills.

Responsibilities

• Lead budgeting, forecasting, and long-range planning across the organization.
• Partner with department leaders to develop financial assumptions, forecasts, and targets.
• Build and maintain financial models, dashboards, and automated reporting.
• Extract, transform, and analyze financial data from multiple systems.
• Perform variance, profitability, and trend analyses to identify risks and opportunities.
• Prepare executive-level reports and strategic recommendations.

Skills

FP&A

Advanced Excel

Power BI

Tableau

SQL

Communication

Education

Bachelor's degree

Tools

Axiom

Prologue

Jack Henry Symitar

Strata platform

Job description

Insight Global is seeking a Senior Financial Analyst for a top financial-services and credit-union client. This role strengthens FP&A, forecasting, reporting, and business intelligence, partnering with leaders to analyze data and build scalable models and dashboards.

The ideal candidate combines traditional FP&A with hands-on data analytics and visualization, and will present insights to executive stakeholders as the organization modernizes financial processes.