Senior FP&A & BI Analyst

Talentify; Ontario (CA); Hybrid; USD 111,000 - 135,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

PTO / Time Off

Job summary

Talentify in Ontario, CA is seeking a Senior Financial Planning & Business Intelligence Analyst to turn financial and operational data into strategic insights. This role sits at the intersection of Finance, Technology, and Data, partnering with leaders across multiple entities to improve planning, reporting, and data-driven decision making.

You will lead budgeting and forecasting, design Power BI dashboards, write SQL queries, and develop scalable models to support pricing, profitability, and

Qualifications

• 5+ years of FP&A, corporate finance, analytics, or BI.
• Advanced Excel skills for modeling and data analysis.
• Strong Power BI experience with dashboards and data modeling.
• Strong SQL skills for data extraction and analysis.
• Ability to communicate complex finance concepts clearly.
• Collaborates across Finance, IT, Data, and Ops.

Responsibilities

• Develop annual operating plans, quarterly forecasts, and long-range projections.
• Lead budgeting and forecasting activities with accurate, documented assumptions.
• Partner with business leaders to evaluate performance and recommend actions.
• Support pricing, investment evaluation, and resource planning.

Skills

FP&A experience

Power BI

SQL skills

Excel modeling

Budgeting & forecasting

Data visualization

Communication skills

Cross-functional collaboration

Education

Bachelor's in Finance

Finance-related degree

Tools

Microsoft Excel

Job description

Talentify in Ontario, CA is seeking a Senior Financial Planning & Business Intelligence Analyst to turn financial and operational data into strategic insights. This role sits at the intersection of Finance, Technology, and Data, partnering with leaders across multiple entities to improve planning, reporting, and data-driven decision making.

You will lead budgeting and forecasting, design Power BI dashboards, write SQL queries, and develop scalable models to support pricing, profitability, and