Strategic FP&A Analyst - Budget & Forecasting

Lockstep Technology Group; Town of Texas (WI); On-site; USD 75,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation

Medical, dental, and vision insurance

401(k) Plan

Disability and life insurance

Flexible PTO

8 company-paid holidays and 1 floating

Employee Assistance Program (EAP)

Job summary

Lockstep Technology Group is seeking a skilled financial analytics professional to lead budgeting, forecasting, and financial performance analysis. You will collaborate with business unit heads, build annual budgets, monitor real-time results, and present insights via BI dashboards.

Qualified candidates will have 5+ years of analytics experience, strong Excel/macros, and proficiency with Power BI and Power Query. CPA/CFA preferred; on-site position with competitive benefits.

Qualifications

• Bachelor’s degree in business, economics, finance, accounting, or related major.
• Minimum of 5 years of relevant analytical experience.
• Professional qualification such as CPA or CFA preferred.

Responsibilities

• Evaluate previous budgets and expenditures to develop and implement future budgets.
• Work with Business Unit heads to build their annual budgets and quarterly forecasts.
• Monitor real-time financial performance and provide detailed analysis and commentary on cost center results.
• Escalate any financial issues to management.
• Set and track KPIs and objectives.
• Prepare monthly financial statements, board reports and management reports such as variance, cash flow, and debt covenant calculations.
• Review historical financials and create pro-forma 5-year financials.
• Utilize BI tools to deliver meaningful insights and present in dashboard format.

Skills

Analytical skills

BI & reporting tools

Problem solving

Project management

Communication skills

Excel macros / Power BI

Education

Bachelor's degree in business/finance

Tools

Power BI

Power Query

Excel (macros)

Job description

Lockstep Technology Group is seeking a skilled financial analytics professional to lead budgeting, forecasting, and financial performance analysis. You will collaborate with business unit heads, build annual budgets, monitor real-time results, and present insights via BI dashboards.

Qualified candidates will have 5+ years of analytics experience, strong Excel/macros, and proficiency with Power BI and Power Query. CPA/CFA preferred; on-site position with competitive benefits.