Financial Planning & Analysis (FP&A) Analyst

ARBORWORKS LLC•Prescott Valley, AZ

5d•Hybrid

About The Position

The FP&A Analyst is responsible for delivering accurate, timely financial analysis and performance reporting that supports operational planning and business decision‑making across ArborWorks. This role serves as a key financial partner to Operations, Billing, and Finance by translating financial and operational data into meaningful insights that improve cost control, forecasting accuracy, and performance visibility. The FP&A Analyst owns core recurring FP&A processes and analyses, supports budgeting and forecasting cycles, and contributes to the continuous improvement of financial models, dashboards, and reporting tools. This role requires strong analytical skills, sound business judgment, and the ability to work independently within established FP&A frameworks.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
3+ years of experience in FP&A, financial analysis, accounting, or a related analytical role.
Experience supporting budgeting, forecasting, and management reporting in an operational or service‑based environment.
Demonstrated experience building and maintaining Power BI reports, data models, and DAX measures in a financial or analytical environment.
Proficiency in Power BI Desktop, including data modeling, Power Query (M), and DAX.
Ability to translate financial and operational data into clear, actionable dashboards and visual insights.
Strong analytical and problem‑solving skills with attention to detail.
Ability to independently manage recurring analyses and reporting responsibilities.
Strong organizational and time‑management skills with the ability to prioritize deadlines.
Effective written and verbal communication skills for explaining financial results.
Advanced proficiency in Microsoft Excel; strong working knowledge of PowerPoint and Word.
Reliable, responsive, and able to work collaboratively across teams.
Demonstrates behaviors consistent with ArborWorks Core Values.

Nice To Haves

Advanced Power BI skills such as row‑level security (RLS), incremental refresh, or deployment pipelines.
Experience using SQL for data extraction or transformation in support of FP&A or BI reporting.
Microsoft Power BI Data Analyst certification (PL‑300) or equivalent.
Experience in utility vegetation management, utilities, infrastructure services, construction, or other field‑based service industries.
Experience with SQL, or other business intelligence tools.
Familiarity with ERP systems and project‑based or multi‑entity financial environments.
Understanding of operational cost drivers and field productivity metrics.

Responsibilities

Design, build, and maintain Power BI reports and dashboards to support FP&A, Operations, and executive leadership.
Develop and maintain Power BI data models using structured schema design, including fact and dimension tables and table relationships.
Create and maintain DAX measures to support variance analysis, period‑over‑period comparisons, and dynamic financial reporting.
Integrate data from multiple financial and operational systems into unified Power BI reporting solutions.
Troubleshoot and optimize Power BI reports, including data model performance and calculation logic.
Apply Power Query (M) transformations to clean, standardize, and prepare data for reporting.
Prepare and analyze monthly financial reporting, including budget vs. actual and forecast variance analysis.
Own recurring performance analyses related to revenue, cost drivers, productivity, and margin.
Identify financial and operational trends, variances, and drivers, and communicate findings to Finance and operational stakeholders.
Support management reporting packages with clear, accurate, and well‑structured financial analysis.
Actively support annual budgeting and rolling forecast processes through data analysis, model updates, and assumption validation.
Partner with department leaders to understand operational drivers and financial impacts.
Maintain forecast models and supporting schedules to ensure consistency, accuracy, and auditability.
Monitor forecast performance and highlight variances or emerging risks.
Work across financial and operational systems to ensure data consistency and integrity.
Validate and reconcile data inputs used in financial models, dashboards, and reports.
Support improvements to reporting structures, cost classifications, and data alignment across departments.
Develop, maintain, and enhance financial models and dashboards using Power BI, Excel, or similar tools.
Improve reporting efficiency and clarity by refining templates, calculations, and visualizations.
Ensure reports meet internal standards for accuracy, consistency, and usability.
Support the documentation and standardization of FP&A processes, models, and reporting deliverables.
Identify opportunities to improve FP&A workflows, data quality, and analytical consistency.
Contribute to knowledge sharing and best practices within the Finance team.
Provide financial analysis and insights to support departments such as Operations and Billing.
Respond to routine analytical requests and support operational reviews with financial context.
Collaborate cross‑functionally to improve financial understanding and performance accountability.