Senior FP&A Analyst — Power BI & Forecasting (Remote)

Heritage Family Funeral Services, Inc; Oregon; Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Remote work flexibility

Career development opportunities

Job summary

Heritage Family Funeral Services, Inc. is seeking a Senior Financial Analyst to partner with senior leaders across the organization. You will forecast, analyze performance, and build dashboards to provide timely visibility into revenue, costs, and EBITDA.

The role emphasizes Power BI implementation, data-driven insights, and collaboration with Operations for improvements. The position supports budgeting, forecasting cycles, and monthly reporting while working with Accounting to ensure accurate

Qualifications

• Bachelor's degree and 4–6 years in FP&A or similar analytical roles.
• Strong financial modeling, forecasting, and variance analysis skills.
• Advanced proficiency in Microsoft Excel.
• Experience building dashboards using Power BI.

Responsibilities

• Develop and maintain financial forecasts for revenue, cost, and EBITDA.
• Analyze results versus budget and identify key drivers of variances.
• Partner with senior leaders to review performance and identify opportunities.
• Create dashboards and management reporting for multi-location performance.
• Lead Power BI implementation and ongoing improvements.
• Support budgeting and forecasting cycles and monthly close.
• Collaborate with Accounting on financial results and data accuracy.

Skills

FP&A

financial analysis

financial modeling

variance analysis

Excel

Power BI

dashboard reporting

communication with senior leaders

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

Power BI

Data analysis tools

Job description

Heritage Family Funeral Services, Inc. is seeking a Senior Financial Analyst to partner with senior leaders across the organization. You will forecast, analyze performance, and build dashboards to provide timely visibility into revenue, costs, and EBITDA.

The role emphasizes Power BI implementation, data-driven insights, and collaboration with Operations for improvements. The position supports budgeting, forecasting cycles, and monthly reporting while working with Accounting to ensure accurate