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Job summary
A leading financial services firm in Michigan is seeking a Financial Planning & Analysis Professional (FP&A) to develop financial analysis processes, enhance client relationships, and prepare comprehensive financial reports. The ideal candidate will have over 6 years of experience in FP&A, strong analytical skills, and expertise in Power BI and advanced Excel functions. This full-time role offers a collaborative environment where associates play a pivotal role in the firm's success, focused on empowering individual purpose and potential.
Qualifications
6+ years of experience in FP&A or related financial analysis roles.
Experience with financial modeling and forecasting techniques.
Ability to interpret large data sets and present insights clearly.
Responsibilities
Develop financial planning & analysis processes to enhance client relationships.
Prepare financial reports for clients on a monthly, quarterly, and annual basis.
Collaborate with client teams to provide actionable insights and recommendations.
Skills
Financial modeling
Forecasting techniques
Analytical skills
Problem-solving skills
Advanced Excel skills
Data visualization
Communication skills
Detail-oriented
Education
Bachelor’s degree in Finance, Accounting, Economics, or related field
Tools
Power BI
Tableau
ERP systems
Job description
A leading financial services firm in Michigan is seeking a Financial Planning & Analysis Professional (FP&A) to develop financial analysis processes, enhance client relationships, and prepare comprehensive financial reports. The ideal candidate will have over 6 years of experience in FP&A, strong analytical skills, and expertise in Power BI and advanced Excel functions. This full-time role offers a collaborative environment where associates play a pivotal role in the firm's success, focused on empowering individual purpose and potential.