FP&A Analyst

Energy Exemplar • Salt Lake, UT

5d

About The Position

We are seeking a highly analytical FP&A Analyst to join our growing finance team. This is an exciting opportunity for a finance professional who enjoys solving complex business problems through data, technology, and financial analysis. Working in a fast-paced, private equity-backed environment, you'll partner with Finance and business leaders to deliver actionable insights around profitability, pricing, forecasting, and operational performance. You'll leverage modern analytics tools, AI, and financial systems to automate reporting, improve decision-making, and help drive value creation across the organization. This role is ideal for someone who enjoys working with data as much as they enjoy understanding the business behind the numbers.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, or a related field.
• 0–3 years of experience in FP&A, corporate finance, investment banking, consulting, accounting, or a similar analytical role.
• Strong analytical and quantitative problem-solving skills.
• Advanced Excel skills, including financial modeling and data analysis.
• Comfortable working with large datasets and multiple business systems.
• Excellent communication skills with the ability to translate complex analyses into business recommendations.
• Curious, proactive, and eager to learn in a fast-paced environment.

Nice To Haves

• Experience with Power BI, Tableau, SQL, Python, Alteryx, or similar analytics tools is highly desirable.
• Familiarity with ERP systems such as NetSuite, Oracle, SAP, Microsoft Dynamics, or similar platforms is preferred.
• Demonstrated interest in AI and automation tools (e.g., Microsoft Copilot, ChatGPT, Power Automate, or similar technologies) to improve business processes.
• You enjoy working with numbers and technology equally.
• You naturally look for ways to automate manual work.
• You are intellectually curious and enjoy digging into data to uncover insights.
• You can balance attention to detail with an understanding of the bigger business picture.
• You're comfortable navigating ambiguity and changing priorities.
• You thrive in an entrepreneurial, high-growth environment where speed and ownership matter.

Responsibilities

• Support the annual budgeting, forecasting, and long-range planning processes.
• Conduct profitability, margin, and break-even analyses to support commercial and operational decisions.
• Analyze financial and operational data to identify trends, risks, and opportunities.
• Build and maintain financial models used for planning, scenario analysis, and investment decisions.
• Extract, cleanse, and analyze data from ERP, CRM, BI, and other business systems.
• Develop dashboards and automated reporting using modern analytics and visualization tools.
• Leverage AI-powered tools to improve reporting efficiency, automate repetitive analyses, and enhance business insights.
• Partner with cross-functional stakeholders including Operations, Sales, Product, and Accounting to support strategic initiatives.
• Prepare monthly management reporting packages with meaningful commentary and recommendations.
• Continuously improve FP&A processes through automation, technology, and best practices.
• Support ad hoc financial analyses and executive presentations as business needs evolve.

Benefits

• Competitive compensation and benefits package.

What This Job Offers

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