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# Finance Planning Power BI

- **Company:** CareerCircle
- **Location:** West Chester, PA, United States
- **Experience:** Experienced
- **Salary:** $83,200.0 - $93,600.0
- **Contract:** Temporary to permanent
- **Skills:** Microsoft Excel, Artificial Intelligence, Business Analytics Applications, Data Analysis, Analysis of Variance (ANOVA), Big Data, Microsoft Outlook, Unix, Relational Databases, R (Programming Language), Google Analytics, Apache Hive, Python (Programming Language), MATLAB, Microsoft Office, Operational Data Store, Oracle (Applications), Pivot Tables, Power BI, SAS (Software), SQL Databases, Powerquery, Tools for Reporting
- **Published:** July 22, 2026
- **Apply:** https://www.careercircle.com/jobs/all/all/usa/pa/west-chester/f275379d-22eb-4011-aa23-90e18d6d8b58

## About the Role

* Bachelor's degree in finance, Accounting, Business, or related field.
 * 2-5 years of financial analysis, FP&A, or accounting experience.
 * Strong proficiency in Microsoft Excel including Pivot Tables, XLOOKUP, SUMIFS, and financial modeling.
 * Experience with Power Query, Power BI, or similar reporting tools preferred.
 * Experience with ERP systems such as Oracle preferred.
 * Strong analytical, organizational, and problem-solving skills.
 * Excellent communication and presentation abilities.
 * Ability to manage multiple priorities in a fast-paced environment.

Additional Skills & Qualifications

 * Experience supporting multi-division or multi-location organizations.
 * Knowledge of budgeting, forecasting, and variance analysis methodologies.
 * Experience creating executive-level reporting packages and dashboards.
 * Understanding of operational finance and labor forecasting.
 * Ability to work independently while collaborating across departments.

## Description

Planning
Power BI, Budgeting
Operations
Leadership
Accounting
Procurement
Forecasting
Supply Chain
Communication
Presentations
Financial Data
Self-Motivation
Microsoft Excel
Problem Solving
Reporting Tools
Decision Making
Variance Analysis
Month-End Closing
Scenario Analysis
Financial Analysis
Financial Planning
Financial Modeling
Process Improvement
Operations Research
Expense Forecasting
Financial Statements
Operational Analysis
Accounting Operations
Pivot Tables And Charts
Artificial Intelligence
Key Performance Indicators (KPIs), We are seeking a highly motivated and analytical Financial Analyst to support the financial planning, forecasting, reporting, and operational analysis functions for the Business Unit. This role will partner closely with Operations, Division Leadership, and FP&A leadership to provide financial insights that drive business performance and decision-making.
Responsibilities

 * Support monthly forecasting, annual budgeting, and long-range planning processes.
 * Maintain and update daily, weekly, and monthly financial forecasts.
 * Analyze Actual vs Forecast, Actual vs Budget, and Year-over-Year performance variances.
 * Assist with labor and non-labor expense forecasting across multiple divisions and verticals.
 * Monitor revenue trends and operational KPIs to identify risks and opportunities.
 * Prepare monthly operating reviews and financial performance packages for leadership.
 * Develop and maintain recurring financial reports and track performance across branches, verticals, divisions, and the overall Business Unit.
 * Provide actionable recommendations based on financial and operational data.
 * Support ad hoc financial modeling and scenario analysis requests.
 * Manage and validate large datasets from multiple operational and financial systems.
 * Utilize Excel, Power Query, and reporting tools to automate and improve reporting processes.
 * Ensure financial data accuracy and integrity across reporting platforms.
 * Assist with month-end close activities and financial reconciliations.
 * Support ERP systems such as Oracle or similar financial systems.
 * Partner with operational leaders to understand business drivers and financial impacts.
 * Support decision-making through financial insights and analytics.
 * Collaborate with cross-functional teams including accounting, operations, payroll, and shared services.
 * Help identify process improvement opportunities within FP&A reporting., Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.
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