Financial Planning & Analysis Analyst at Mike Albert… · Cincinnati

FINANCIAL PLANNING & ANALYSIS ANALYST Full-Time · Location: Cincinnati, OH, US Financial Planning & Analysis Analyst This role is responsible is for assisting the Manager, Finance Planning & Analysis  (FP & A) with maintaining and reviewing financial reporting metrics, budgeting, forecasting and strategic analysis across the organization. This role will play a key part in budgeting, performance tracking, and decision support, with added exposure to treasury operations, fleet management, and client support. The ideal candidate will be a "data-first" finance professional, using SQL and Power BI to automate reporting and drive visibility into company performance. RESPONSIBILITIES: • Support annual budgeting, updating forecasts, and scenario planning activities . • Prepare monthly and quarterly variance analysis and management reporting packages. • Assist in reviewing sales team performance and advise on various compensation analysis . • Assist in building financial models for new product launches, pricing analysis, profitability analysis, and ad hoc business cases. • Design, build, and maintain interactive Power BI dashboards to track KPIs, financial health, and operational metrics. • Utilize AI tools to drive automation of existing manual reporting processes throughout the organization. • Analyze fleet-related expenses (leasing, fuel, maintenance, utilization) and provide recommendations for efficiency and cost control. • Support treasury functions including cash flow forecasting, liquidity management, and banking relationship support. • Conduct ad hoc financial analysis and support executive-level presentations.  QUALIFICATIONS:  • Minimum three years of progressive FP&A, corporate finance, or related experience. • Batchelor's Degree in Finance or Accounting  • Strong understanding of generally accepted accounting procedures Advanced Excel skills (financial modeling, complex formulas, pivot tables, macros). • Advanced Excel skills (financial modeling, nested formulas, pivot tables). • Proficiency in SQL for data extraction and joining disparate data sets. • Proven experience building complex reports in Power BI, including knowledge of DAX, Power Query, and data modeling. • Practical experience with treasury operations or cash flow modeling. • Proficient in Microsoft Office, including Excel, Word, PowerPoint.  • Experience working with ERP systems such as NetSuite or SAP. • Ability to present complex financial and data-driven insights to non-finance stakeholders. • Ability to manage multiple priorities and adapt quickly as business needs evolve.  Drug Free Employer