Senior FP&A Transformation Analyst - Power BI & Automation

Grayson Search Partners; Chicago (IL); On-site; USD 90,000 - 130,000; Full time

Job summary

Grayson Search Partners is seeking a Senior Financial Analyst – FP&A to support financial planning, reporting, and modernization of its financial reporting environment in a fast-paced professional services setting.

You will partner with business leaders, deliver executive-ready dashboards in Power BI, and drive automation of recurring FP&A workflows using Power Query and Power Automate while enhancing data integrity and decision support.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• 3–5 years of FP&A, financial analysis, or related analytical role.
• Strong Power BI capabilities, including data modeling, DAX, and Power Query.
• Advanced Excel skills with financial models, forecasts, analyses, and reporting.
• Strong communication and business partnership skills with non-finance stakeholders.

Responsibilities

• Serve as a finance business partner – Build relationships with leaders to explain performance, trends, and drivers.
• Deliver executive-ready reporting – Prepare, analyze, and enhance management reports and dashboards for senior leadership.
• Advance reporting modernization – Translate manual reporting into automated Power BI dashboards for accuracy and visibility.
• Drive process automation – Identify opportunities to streamline FP&A workflows using Power Query and Power Automate.
• Support financial planning and analysis – Assist with forecasting, modeling, variance analysis, and FP&A activities.
• Improve data integrity – Strengthen data quality and reporting processes.
• Improve operational efficiency – Propose and implement process improvements for scalable finances.
• Support systems and process transformation – Participate in system/process re-engineering and sustainable solutions.

Skills

Power BI

Data modeling

DAX

Power Query

Excel models

Education

Bachelor’s degree in Finance/Accounting/Economics/Data Analytics

Tools

Power Automate

Alteryx

Job description

Grayson Search Partners is seeking a Senior Financial Analyst – FP&A to support financial planning, reporting, and modernization of its financial reporting environment in a fast-paced professional services setting.

You will partner with business leaders, deliver executive-ready dashboards in Power BI, and drive automation of recurring FP&A workflows using Power Query and Power Automate while enhancing data integrity and decision support.