Sr. Analyst, FP&A - Business Intelligence

Summit Interconnect, Inc.; Anaheim (CA); Presencial; USD 100 000 - 115 000; Tempo integral

Resumo da oferta

Summit Interconnect, Inc. is seeking a Sr. FP&A – Business Intelligence Analyst to build and maintain dashboards and data tools for the corporate FP&A team. The role focuses on turning financial and operational data into timely, accurate reporting for management.

You will support monthly reporting, forecasting, and budgeting while enhancing data connections from ERP systems and planning tools. This onsite role requires strong analytical skills and a finance mindset.

Qualificações

• Bachelor's degree or equivalent experience in Finance, Accounting, Business, IS, or Data Analytics.
• 2+ years in BI, data analytics, reporting, or related analytical role.
• Proficiency in SQL for data extraction and analysis.
• Hands-on experience with Power BI, Tableau, or similar tools.
• Advanced Excel skills (lookup, pivot, etc.).
• Basic understanding of financial statements and performance metrics.

Responsabilidades

• Develop, maintain, and improve dashboards and recurring reports for finance and operations leadership.
• Build data connections from ERP, Adaptive Planning, and other systems feeding FP&A reporting.
• Automate recurring reporting processes to reduce manual effort.
• Translate reporting requests into KPIs and visualizations.
• Validate data accuracy and reconcile outputs to financial statements.
• Maintain documentation of data sources, models, and dashboards.
• Assist with monthly reporting packages, including variance analysis and schedules.
• Support annual budget and forecasting processes with data prep and consolidation.
• Improve financial models and reporting templates in Excel and Adaptive Planning.
• Respond to ad hoc data requests from FP&A and finance leadership.

Conhecimentos

Analytical thinking

Communication skills

Organization / multitasking

Learning FP&A mindset

Formação académica

Bachelor’s degree in Finance, Accounting, Business, Information Systems, Data Analytics, or a related field; or equivalent experience

Ferramentas

SQL

Power BI

Tableau

Advanced Excel

Adaptive Planning

Descrição da oferta de emprego

• Location 223 North Crescent Way,Anaheim, CA, 92801,United States
• Base Pay $100,000.00 - $115,000.00 / Year
• Relocation Expense Covered No
• Employee Type FT Exempt (Salaried)
• Required Degree 4 Year Degree
• Manage Others No

Description

The Sr. Analyst, FP&A – Business Intelligence builds and maintains the reporting, dashboards, and data tools that support the Corporate FP&A team and the broader finance organization. This role sits on the FP&A team and is primarily focused on turning financial and operational data into timely, accurate, and usable reporting for management. The role also supports core FP&A activities such as monthly reporting, forecasting, and budgeting as a way to build broader finance experience over time.

This is a good fit for someone with a strong data and reporting background who wants to apply those skills in a finance setting at a multi-site manufacturing company. This position is located in our Corporate office located in Irvine near the John Wayne Airport. It is an onsite position 5 days a week.

Key Responsibilities

• Develop, maintain, and improve dashboards and recurring reports in Power BI (or similar) for finance and operations leadership.
• Build and maintain the data connections and queries that feed FP&A reporting, pulling from the ERP, Adaptive Planning, and other enterprise systems.
• Automate recurring reporting processes to reduce manual effort and shorten turnaround times.
• Translate reporting requests from Finance, Operations, and Sales into clear KPIs and visualizations.
• Validate data for accuracy and consistency; reconcile reporting outputs back to the financial statements.
• Maintain documentation of data sources, models, and dashboards.

FP&A Support

• Assist with monthly reporting packages, including variance analysis and supporting schedules.
• Support the annual budget and periodic forecast processes through data preparation, template maintenance, and consolidation.
• Help maintain and improve financial models and reporting templates in Excel and Adaptive Planning.
• Respond to ad hoc data and analysis requests from the FP&A team and finance leadership.

What We’re Looking For

• Strong analytical and problem-solving skills with attention to detail and data accuracy.
• Clear communicator who can explain data and findings to non-technical business users.
• Organized and able to manage multiple priorities in a fast-paced environment.
• Interest in learning financial planning and analysis; prior FP&A experience is not required.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Information Systems, Data Analytics, or a related field; or equivalent experience.
• 2+ years of experience in business intelligence, data analytics, reporting, or a related analytical role.
• Proficiency in SQL for data extraction and analysis.
• Hands-on experience with Power BI, Tableau, or a similar reporting and visualization tool.
• Advanced Excel skills (lookups, pivot tables, structured data handling).
• Basic understanding of financial statements and business performance metrics.

Preferred Qualifications

• Experience in a manufacturing environment or working with ERP data.
• Experience with Workday Adaptive Planning or another planning tool.
• Familiarity with Python or similar tools for data transformation and automation.
• Exposure to budgeting, forecasting, or financial reporting processes.

ITAR Compliance Notice

This position requires compliance with the International Traffic in Arms Regulations (ITAR). Under ITAR, candidates must be a U.S. citizen, U.S. lawful permanent resident (e.g., "Green Card" holder), asylee, or refugee as defined by 8 U.S.C. 1324b(a)(3). Applicants who do not meet this requirement may not be eligible for employment in this position.

Summit Interconnect is an Equal Opportunity Employer

We are committed to fostering an inclusive and diverse workplace where everyone is valued and respected. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic.