Strategic FP&A Analyst: Advanced Modeling & Forecasting

Jobtailor; Plano (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a results-oriented FP&A professional to lead complex financial modeling for budgeting, forecasting, and long-range planning. You will deliver variance analyses, executive-ready insights, and scalable planning tools using Power BI and ERP data.

This role partners with Accounting and leadership, driving accuracy in monthly close and annual plans while continuously improving reporting automation and model documentation.

Qualifications

• Bachelor's degree in a quantitative field.
• 3–5+ years in FP&A, corporate finance, investment banking, consulting, or related analytical roles.
• Exceptional financial modeling and advanced Excel skills.
• Ability to manage large, interconnected financial models with accuracy.
• Strong understanding of financial statements and planning concepts.
• Experience with budgeting, forecasting, and variance analysis.
• Experience with BI tools like Power BI or Tableau preferred.
• ERP experience (NetSuite preferred) is a plus.

Responsibilities

• Build, maintain, and enhance complex financial models for budgeting, forecasting, long-range planning, and ad hoc analyses.
• Support annual budget and quarterly forecasts, developing planning models and validating inputs.
• Prepare monthly variance analyses across revenue, G&A, EBITDA, CapEx, and cash flow.
• Maintain long-range planning model and supporting schedules for scalability.
• Prepare executive reporting packages and financial presentations for senior leadership.
• Partner with Accounting during month-end close to refine planning assumptions.
• Support development, testing, and maintenance of Power BI dashboards and standardized reporting.
• Perform financial modeling and scenario analyses for strategic initiatives.
• Respond to ad hoc analyses from Finance and leadership; identify improvements in models and automation.
• Document key models with SOPs to improve consistency and sustainability.
• Embed a Get Better Every Day mindset to improve quality and efficiency.

Skills

Financial Modeling

Advanced Excel

Budgeting and Forecasting

Power BI

Variance Analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Mathematics, Engineering, or related quantitative field

Tools

Power BI

Tableau

ERP Systems

NetSuite

Job description

Jobtailor is seeking a results-oriented FP&A professional to lead complex financial modeling for budgeting, forecasting, and long-range planning. You will deliver variance analyses, executive-ready insights, and scalable planning tools using Power BI and ERP data.

This role partners with Accounting and leadership, driving accuracy in monthly close and annual plans while continuously improving reporting automation and model documentation.