Business Intelligence Analyst - FP&A

Holmes Murphy Insurance • West Des Moines, IA

3d

About The Position

Business Intelligence Analyst – FP&A – WDM , Iowa The Business Intelligence Analyst (FP&A) plays a critical role in enhancing the organization’s financial reporting, planning, forecasting, and performance management capabilities. Embedded within the FP&A team, this role leverages data, reporting tools, and analytical models to provide clear financial insights that support budgeting, forecasting, long‑range planning, and strategic decision‑making. The ideal candidate combines financial acumen with technical skills in data modeling and visualization.

Requirements

• Self-starter with a collaborative approach who values and actively contributes to teamwork.
• Ability to mine and analyze complex data sets to identify and articulate trends.
• Accuracy and attention to detail.
• Capable of exercising discretion in confidential matters.
• Solid knowledge of financial concepts, business principles, processes and workflows.
• Ability to prioritize, manage time, and meet deadlines during peak periods.
• Good written and verbal communication skills.
• Ability to prioritize work and preform multiple tasks simultaneously.
• Problem-solving abilities to resolve complicated issues and/or situations.
• Ability to think critically and use analytical skills to solve standard matters.
• Ability to exert up to 10 pounds of force occasionally, and/or negligible amount of force frequently or constantly to lift, carry, push, pull objects.
• Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.
• Bachelor’s degree in Finance, Accounting, Data Analytics, Information Systems, or related field
• 1-2 years of Experience in FP&A, corporate finance, business intelligence, or financial analytics.

Nice To Haves

• Experience with Alteryx, Workday, Power BI, Adaptive, SQL, and Fabric experience preferred.

Responsibilities

• Build and maintain dashboards, reports, and financial reporting packages using BI and ERP tools (e.g., Power BI, Workday Salesforce).
• Analyze and work with financial performance data across revenue, expenses, and operational drivers.
• Assist with the automation of components of the budget, forecast, and long‑range plan processes using BI tools and structured datasets.
• Work closely with FP&A analysts to validate assumptions, reconcile data, and support scenario modeling.
• Partner with business leaders, FP&A team members, and operational finance partners to understand financial drivers.
• Collaborate with IT, data engineering, and finance systems teams to improve data pipelines and financial data structures.
• Identify opportunities to streamline reporting processes through automation and improved data integration.
• Ensure data accuracy, consistency, and reliability across all finance reporting environments.
• Support the development of automated reporting processes, self-service analytics and improvement of processes across the Finance team.
• Serve as a BI subject‑matter‑expert within Finance, coaching others on tools, data sources, and analytical best practices.
• Create ad-hoc analyses to support special initiatives, forecasts, and strategic planning.
• Document data sources, definitions, and reporting standards to maintain governance and transparency

Benefits

• In addition to core benefits like health, dental and vision, also enjoy benefits such as:
• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level