Financial Planning & Business Intelligence Analyst

Jam+

About The Position

The Financial Planning & Business Intelligence Analyst supports financial planning and helps teams across the business turn data into actionable insights. The role combines budgeting, forecasting, and financial analysis with sales reporting and broader business analytics. Reporting to the Chief Analytics Officer, the analyst works with Finance, Sales, and Operations to explain business performance, identify opportunities, and support decision-making. The role also supports the planned Microsoft Fabric implementation by helping establish reliable data, consistent metrics, and effective reporting. Responsibilities span financial planning and analysis; sales and business analytics; NetSuite reporting and data quality; Microsoft Fabric implementation and reporting improvements; and AI-enabled analysis and automation. The analyst will build and maintain financial models, analyze results and business drivers, prepare management reports, develop dashboards, validate data, document reporting logic, and help users adopt new reporting tools. The role requires a strong financial foundation, hands-on NetSuite experience, and the ability to understand, validate, and analyze data across business systems. A bachelor’s degree in a related field or equivalent practical experience and 2–4 years of relevant experience are required. The position offers a competitive benefits package including medical, dental, and vision coverage, a 401(k) with company match, life insurance, and generous paid time off.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience.
2–4 years of experience in 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 cleaning, combining, validating, and analyzing datasets and understanding 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 ability to manage competing priorities.

Nice To Haves

Familiarity with Microsoft Fabric; experience supporting a data or analytics platform implementation is a plus.
Experience building reports and dashboards in Power BI.
Experience using SQL to query, join, and analyze data.
Familiarity with Power Query or other tools used to automate data preparation and reporting.
Experience analyzing sales, customer profitability, pricing, and product margins.
Experience gathering reporting requirements, validating data, and supporting user acceptance testing.

Responsibilities

Support annual budgeting, recurring forecasts, and long-term financial planning with Finance and business leaders.
Build and maintain financial models evaluating revenue, expenses, profitability, and business initiatives.
Analyze actual results against budget, forecast, and prior periods; explain key drivers and variances.
Prepare monthly management reporting with insights into performance, risks, and opportunities.
Analyze sales performance by customer, product, channel, and other segments, including trends in revenue, volume, pricing, product mix, and gross margin.
Develop dashboards and recurring KPI reports, and conduct ad hoc analyses of customer profitability, operational efficiency, and growth opportunities.
Partner with business stakeholders to turn questions into analyses and practical recommendations, and communicate results and implications clearly.
Use NetSuite to extract, organize, and analyze financial and transactional data; create and maintain saved searches, reports, and dashboards.
Combine NetSuite data with other business data, validate accuracy, reconcile business reporting to financial results, and investigate discrepancies.
Document metric definitions, data sources, and reporting logic to improve consistency and confidence in reporting.
Support Microsoft Fabric implementation by gathering business requirements, defining reporting needs, prioritizing analytics use cases, and partnering with technical teams.
Validate migrated data, test datasets and dashboards, reconcile new reporting with existing sources, and contribute to Power BI dashboards and shared reporting datasets.
Identify opportunities to automate recurring reporting and reduce manual spreadsheet work; help business users adopt new reports, dashboards, and metric definitions.
Use approved AI and automation tools to speed up analysis, reporting, and documentation while verifying outputs and applying sound judgment.