Senior FP&A Analyst — Strategy, Dashboards & BI

CFS; Minneapolis (MN); On-site; USD 88,000 - 115,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

Job summary

CFS in Minneapolis, MN is seeking a Senior Financial Planning & Analysis Analyst to lead financial reporting, forecasting, and business analysis initiatives. You will partner with leadership, develop dashboards, and drive data-driven decisions across the firm.

Applicants should have a CPA is a plus, 7+ years of FP&A experience, and strong Excel/SQL/Tableau skills. This role offers a comprehensive benefits package and bonus opportunities.

Qualifications

• 7+ years of progressive FP&A, finance, accounting, or financial reporting experience.
• Advanced Excel skills with Power Query, pivot tables, complex formulas, automation, and data analysis.
• Strong SQL, database reporting, and BI tool experience (Tableau).

Responsibilities

• Prepare detailed financial reports, dashboards, and analyses using financial systems, Excel, SQL, and BI tools.
• Support monthly, quarterly, and annual reporting processes, including management reporting and financial statement analysis.
• Deliver ad hoc analyses and strategic projects to support business objectives.
• Partner with departments for high-visibility surveys and reporting initiatives.
• Develop and maintain reporting solutions to improve data accessibility, accuracy, and decision-making.
• Act as SME on financial systems, reporting processes, and data integration.

Skills

Advanced Excel

Power Query

Pivot Tables

Complex Formulas

Automation

Data Analysis

SQL

Tableau

Education

Bachelor's degree in Accounting or Finance

Tools

Tableau

Job description

CFS in Minneapolis, MN is seeking a Senior Financial Planning & Analysis Analyst to lead financial reporting, forecasting, and business analysis initiatives. You will partner with leadership, develop dashboards, and drive data-driven decisions across the firm.

Applicants should have a CPA is a plus, 7+ years of FP&A experience, and strong Excel/SQL/Tableau skills. This role offers a comprehensive benefits package and bonus opportunities.