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

Paylocity; Philadelphia (Philadelphia County); On-site; USD 110,000 - 150,000; Full time

Job summary

VMG Health seeks a Senior Financial Analyst (FP&A & Business Intelligence) to partner with finance leadership and operations, delivering financial analysis, performance reporting, and dashboards that inform decisions across practices and corporate functions.

The position will play a central role in building, enhancing, and maintaining reporting solutions that provide visibility into financial and operational performance.

Qualifications

• Bachelors degree in Finance, Accounting, Economics, Business Analytics, Information Systems or related field.
• 3+ years FP&A, financial analysis, business intelligence, reporting or related analytical role.
• Advanced Excel skills with complex formulas, pivot tables, data modeling and financial analysis.
• Experience developing dashboards and reporting using Power BI or similar BI platforms.
• Strong budgeting, forecasting, financial reporting, variance analysis and KPI development.
• Experience with ERP and enterprise reporting systems; NetSuite preferred.
• Ability to gather business requirements and develop reporting solutions for stakeholders.
• Strong analytical, problem-solving and critical-thinking skills.
• Excellent communication and relationship-building across finance and operations.
• Attention to detail, data quality and process discipline.
• Self-starter in a fast-paced, growth-oriented environment.

Responsibilities

• Support annual budgeting, monthly forecasting, long-range planning and financial modeling.
• Perform financial and operational analysis to identify trends, risks, opportunities and drivers.
• Develop, maintain and enhance dashboard solutions and reporting tools for insights.
• Partner with leaders to define reporting requirements and build customized dashboards.
• Design, automate and improve recurring financial, operational and management reporting processes.
• Utilize data from ERP and other systems to create reporting and analytics.
• Support project profitability, utilization, revenue and operational reporting.
• Develop and maintain KPIs and performance scorecards.
• Ensure data accuracy, consistency and integrity across BI platforms.
• Collaborate with Finance, Operations and IT to improve data availability and system usage.
• Prepare monthly and quarterly reporting packages for senior leadership.
• Identify opportunities to streamline reporting and improve efficiency.

Skills

Advanced Excel

Power BI

Financial analysis

Dashboard development

Financial modeling

Data analysis

KPI development

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics/Information Systems

Tools

Power BI

NetSuite

Job description

VMG Health seeks a Senior Financial Analyst (FP&A & Business Intelligence) to partner with finance leadership and operations, delivering financial analysis, performance reporting, and dashboards that inform decisions across practices and corporate functions.

The position will play a central role in building, enhancing, and maintaining reporting solutions that provide visibility into financial and operational performance.