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Financial Planning & Analysis Associate

Financial Planning & Analysis Associate

Symbiotic ServicesDallas, TX, US
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Associate, Financial Planning And Analysis

As an Associate on the Financial Planning and Analysis (FP&A) team, you will play a key supporting role in delivering insightful financial analysis and reporting to drive informed decision-making across the organization.

Key Responsibilities

  • Support the development of financial reports and dashboards that highlight key trends, metrics, and business drivers.
  • Assist in compiling, maintaining, and presenting key performance indicators (KPIs) to various stakeholders.
  • Conduct statistical and financial analysis using Excel and business intelligence tools to support strategic initiatives.
  • Provide analytical support to business lines, including cost tracking and initiative performance evaluation.
  • Perform research to support enterprise-level projects and long-term planning efforts.
  • Help prepare financial statements and support GL account mapping activities.
  • Collaborate with IT and finance colleagues to validate and enhance financial data quality.
  • Assist in building and maintaining Power BI Paginated Reports and Dashboards.
  • Work closely with the accounting department to streamline reporting processes and develop automated reporting tools.
  • Contribute to continuous improvement efforts by identifying opportunities to enhance data-driven decision-making.

Knowledge, Skills & Experience

  • Strong attention to detail and commitment to producing accurate results.
  • Solid Excel modeling skills and experience with data visualization or dashboarding tools.
  • A self-starter mindset with the ability to manage tasks independently under guidance.
  • Capability to support multiple projects simultaneously in a dynamic work environment.
  • Effective time management and prioritization skills.
  • Strong interpersonal and communication skills to work effectively across teams.
  • Familiarity with ERP systems (experience with Oracle is a plus).
  • Exposure to Power BI Report Builder and Desktop is a plus.

    • Minimum Requirements

  • A bachelor's degree in finance, accounting, or a related field.
  • At least 2 years of experience in a finance or accounting role, preferably with some experience in financial analysis or reporting.
  • Demonstrated ability to take initiative and deliver high-quality work.
  • Experience assisting in financial statement preparation or consolidation is a plus.
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    Financial Planning Associate • Dallas, TX, US