Sr Financial Analyst

SGS Consulting; Austin (TX); On-site; USD 100,000 - 140,000; Full time

Job summary

SGS Consulting is seeking an experienced FP&A Power BI specialist to develop and maintain dashboards that support budgeting, forecasting, and variance analysis. You will integrate Workday ERP and Workday Adaptive Planning data, applying best practices and exploring AI tools to enhance financial insights.

The role requires 5+ years in FP&A with strong data analysis skills, excellent communication, and the ability to drive process improvements across finance workflows.

Qualifications

• Bachelor's degree in data analysis, accounting, finance, or related discipline; equivalent combination of education and experience may be considered.
• Minimum 5 years of job-related experience beyond degree requirements.
• Experience with FP&A, financial reporting, and data analysis preferred.

Responsibilities

• Develop and maintain Power BI dashboards for FP&A reporting and data analysis.
• Integrate and analyze data from Workday ERP and Workday Adaptive Planning.
• Apply Power BI best practices to dashboard development, reporting, and maintenance.
• Identify opportunities to use AI to improve financial reporting, analysis, forecasting, and business processes.
• Evaluate and implement AI tools and workflows to support FP&A activities.
• Test dashboards, AI solutions, and implemented tools based on business requirements and user feedback.
• Modify and enhance tools and dashboards based on testing results and stakeholder feedback.
• Independently manage assigned dashboard and tool development activities.
• Keep the FP&A team informed of project progress, updates, and potential issues.
• Document procedures used to develop, operate, and maintain dashboards and implemented tools.
• Develop user documentation and supporting materials for implemented solutions.
• Train FP&A team members on the use and maintenance of dashboards and tools.
• Support financial reporting, budgeting, forecasting, and variance analysis activities as required.
• Apply accounting knowledge related to general ledger, revenues, expenses, amortizations, accruals, and payroll.
• Support procurement-related financial processes including purchase requisitions, purchase orders, and invoicing.
• Communicate effectively with FP&A stakeholders throughout development, testing, and implementation

Skills

Power BI

FP&A

Financial Reporting

Financial Analysis

AI Tools

ChatGPT

Claude

Microsoft Copilot

Workday ERP

Workday Adaptive Planning

Budgeting & Forecasting

Variance Analysis

General Ledger

Revenue & Expense Analysis

Amortization

Accruals

Payroll

Procurement Processes

Purchase Requisitions

Purchase Orders

Invoicing

Data Analysis

Process Improvement

Testing & Troubleshooting

Documentation

Training

Written & Verbal Communication

Education

Bachelor's degree in Data Analysis, Accounting, Finance, or related discipline

Tools

Power BI

Workday ERP

Workday Adaptive Planning

ChatGPT

Claude

Microsoft Copilot

Job description

Job Responsibilities:

• Develop and maintain Power BI dashboards for FP&A reporting and data analysis
• Integrate and analyze data from Workday ERP and Workday Adaptive Planning
• Apply Power BI best practices to dashboard development, reporting, and maintenance
• Identify opportunities to use AI to improve financial reporting, analysis, forecasting, and business processes
• Evaluate and implement AI tools and workflows to support FP&A activities
• Test dashboards, AI solutions, and implemented tools based on business requirements and user feedback
• Modify and enhance tools and dashboards based on testing results and stakeholder feedback
• Independently manage assigned dashboard and tool development activities
• Keep the FP&A team informed of project progress, updates, and potential issues
• Document procedures used to develop, operate, and maintain dashboards and implemented tools
• Develop user documentation and supporting materials for implemented solutions
• Train FP&A team members on the use and maintenance of dashboards and tools
• Support financial reporting, budgeting, forecasting, and variance analysis activities as required
• Apply accounting knowledge related to general ledger, revenues, expenses, amortizations, accruals, and payroll
• Support procurement-related financial processes including purchase requisitions, purchase orders, and invoicing
• Communicate effectively with FP&A stakeholders throughout development, testing, and implementation

Skills:

• Power BI
• Power BI Dashboard Development
• Power BI Reporting
• Dashboard Maintenance
• Financial Planning & Analysis (FP&A)
• Financial Reporting
• Financial Analysis
• AI Tools
• ChatGPT
• Claude
• Microsoft Copilot
• Workday ERP
• Workday Adaptive Planning
• Budgeting and Forecasting
• Variance Analysis
• General Ledger
• Revenue and Expense Analysis
• Amortization
• Accruals
• Payroll
• Procurement Processes
• Purchase Requisitions
• Purchase Orders
• Invoicing
• Data Analysis
• Process Improvement
• Testing and Troubleshooting
• Documentation
• Training
• Written and Verbal Communication

Education/Experience:

Bachelor's degree in Data Analysis, Accounting, Finance, or a related discipline.Equivalent combination of education and experience providing comparable knowledge may be considered.Minimum 5 years of job-related work experience beyond degree requirements.