Strategic FP&A & BI Analyst

JAM Paper & Envelope, Inc.; United States; A distancia; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision

401(k) with company match

Life insurance

Paid time off

Descripción de la vacante

Jam Paper & Envelope, Inc. is seeking an Financial Planning & Business Intelligence Analyst to support budgeting, forecasting, and analytics across Finance, Sales, and Operations. You will build models, dashboards, and reports to explain performance and opportunities.

You will work with NetSuite and other data sources, ensure data quality, and help implement Microsoft Fabric and Power BI reporting to streamline decision-making across the business.

Formación

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
• 2–4 years of FP&A, financial analysis, business analytics, or a similar role.
• Hands-on experience using NetSuite for financial reporting, saved searches, and data analysis.
• Strong Excel skills, including financial modeling, pivot tables, and advanced formulas.
• Solid understanding of financial statements, accounting fundamentals, and business performance metrics.
• Working knowledge of U.S.-based financial systems and accounting practices, including U.S. GAAP.
• Strong data skills, including the ability to clean, combine, validate, and analyze datasets and understand relationships across data sources.
• Ability to translate business questions into structured analysis and explain findings to financial and nonfinancial stakeholders.
• Strong attention to detail, problem-solving skills, and the ability to manage competing priorities.

Responsabilidades

• Financial Planning and Analysis: Support annual budgeting, recurring forecasts, and long-term planning; build/models evaluating revenue, expenses, profitability, and initiatives.
• Analyze actual results vs budget/forecast; explain drivers and variances; prepare monthly management reporting with insights into performance, risks and opportunities.
• Sales and Business Analytics: Analyze sales by customer/product/channel; identify trends in revenue, volume, pricing, product mix, gross margin.
• Develop dashboards and recurring reports; track KPIs; support ad hoc analysis on profitability, efficiency, and growth opportunities.
• Partner with stakeholders to translate questions into analyses and practical recommendations; present results and implications clearly.
• NetSuite and Data Quality: Use NetSuite to extract, organize, and analyze financial and transactional data; create/save searches, reports, dashboards; understand data relationships.
• Combine NetSuite data with other sources; validate accuracy; reconcile reporting to financial results; investigate discrepancies.
• Document metric definitions, data sources, and reporting logic to improve consistency.
• Microsoft Fabric and Reporting Improvements: Gather requirements for Fabric implementation; define reporting needs; prioritize analytics use cases.
• Partner with technical teams so NetSuite and other data support financial/operational reporting; validate migrated data, test datasets, and dashboards.
• Identify opportunities to automate recurring reporting and reduce manual workload; help users adopt new reports and metrics.
• AI-Enabled Ways of Working: Use approved AI/automation tools to speed up analysis, reporting, and documentation; verify outputs and apply sound judgment.

Conocimientos

FP&A

financial analysis

business analytics

Excel

data analysis

Educación

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field

Herramientas

NetSuite

Power BI

SQL

Descripción del empleo

Jam Paper & Envelope, Inc. is seeking an Financial Planning & Business Intelligence Analyst to support budgeting, forecasting, and analytics across Finance, Sales, and Operations. You will build models, dashboards, and reports to explain performance and opportunities.

You will work with NetSuite and other data sources, ensure data quality, and help implement Microsoft Fabric and Power BI reporting to streamline decision-making across the business.