Strategic FP&A Analyst — Forecasting, Insights & Dashboards

The Bluebird Group; Minneapolis (MN); On-site; USD 90,000 - 120,000; Full time

Job summary

The Bluebird Group in Minneapolis seeks a Senior FP&A Analyst to drive planning, forecasting, and strategic analysis across the organization. You will partner with the FP&A Manager and leaders to translate data into actionable insights that drive profitable growth.

Based in our downtown office, you’ll work with cross‑functional teams, build financial models, dashboards, and reports, and support budgeting, scenarios, and board updates to inform decision making.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Experience in financial planning and analysis, corporate finance, investment banking, consulting, accounting, or a related analytical role.
• Experience supporting budgeting, forecasting, financial modeling, and business analysis activities.
• Experience partnering with business leaders and cross-functional teams.
• Experience working in a high-growth environment preferred.
• Industry experience in business services, retail services, consumer products, or related industries preferred.

Responsibilities

• Support the monthly and quarterly forecasting processes across multiple business units.
• Partner with functional leaders to develop financial forecasts, assumptions, and business plans.
• Assist in the development of annual operating plans, budgets, and long‑range planning activities.
• Monitor business performance against plan and identify emerging risks and opportunities.
• Help improve forecasting accuracy through ongoing analysis and process refinement.
• Analyze financial and operational performance to identify trends, opportunities, and areas of risk.
• Perform variance analysis across P&L and balance sheet accounts, providing meaningful insights and recommendations.
• Conduct sales, margin, customer, and service line performance analysis.
• Support profitability analysis and evaluation of key business initiatives.
• Develop financial models that support decision‑making and business planning.
• Monitor and analyze key business metrics, including customer net revenue retention (NRR), new business performance, revenue trends, and workforce analytics.
• Create dashboards, scorecards, and reporting tools that improve visibility into business performance.
• Translate financial and operational data into actionable recommendations for leadership teams.
• Support management reporting, business reviews, and performance tracking initiatives.
• Identify opportunities to improve reporting efficiency and business visibility.
• Support analysis of strategic initiatives, business opportunities, and investment decisions.
• Partner with leadership teams to evaluate financial impacts and business outcomes.
• Assist with financial due diligence, scenario planning, and business case development.
• Support cross‑functional reviews related to new and ongoing initiatives.
• Contribute insights that improve business performance and support long‑term growth objectives.
• Support the development of Board presentations, executive reporting packages, and financial updates.
• Prepare reporting and analysis used by leadership for internal and external stakeholder communication.
• Assist with business outlook updates, financial flashes, and ad hoc leadership requests.
• Ensure reporting is accurate, timely, and aligned with key business priorities.
• Leverage AI tools, analytics platforms, and financial systems to improve reporting, forecasting, and operational efficiency.
• Support automation initiatives that reduce manual effort and enhance business insights.
• Identify process improvement opportunities across FP&A, reporting, and business planning activities.
• Partner with Accounting, Operations, and business leaders to improve data quality and reporting consistency.
• Help improve the scalability and effectiveness of financial planning processes.

Skills

Advanced Excel

Financial modeling

Forecasting

Data analysis

Communications skills

Presentation skills

Education

Bachelor's degree in Finance

Tools

NetSuite

SQL

Job description

The Bluebird Group in Minneapolis seeks a Senior FP&A Analyst to drive planning, forecasting, and strategic analysis across the organization. You will partner with the FP&A Manager and leaders to translate data into actionable insights that drive profitable growth.

Based in our downtown office, you’ll work with cross‑functional teams, build financial models, dashboards, and reports, and support budgeting, scenarios, and board updates to inform decision making.