Senior Financial Planning & Business Intelligence Analyst Turn Financial Data Into Strategic Decisions Are you passionate about transforming complex financial and operational data into insights that drive business performance? We're seeking a Senior Financial Planning & Business Intelligence Analyst to play a key role in our Corporate FP&A organization, helping shape strategic decisions through advanced analytics, forecasting, financial modeling, and business intelligence.This highly visible role sits at the intersection of Finance, Technology, and Data, partnering with leaders across multiple business entities to improve planning, streamline reporting, and unlock actionable insights. You'll spend your time driving budgeting and forecasting processes, conducting deep-dive analyses, building impactful dashboards, and helping create a scalable, data-driven finance function.If you thrive on solving business problems with data, enjoy collaborating across teams, and want to influence decisions at both the operational and strategic level, we'd love to meet you. What You'll Do Drive Financial Planning & Forecasting
- Support the development of annual operating plans, quarterly forecasts, and long-range financial projections.
- Lead and contribute to budgeting and forecasting activities, ensuring assumptions are accurate, documented, and aligned with business objectives.
- Partner with business leaders to evaluate financial performance and provide recommendations that support growth and profitability.
- Assist with strategic finance initiatives including pricing analysis, investment evaluation, and resource planning.
Deliver Actionable Business Insights
- Conduct in-depth financial and operational analyses to identify trends, risks, opportunities, and key business drivers.
- Perform ad hoc analyses and special projects to help leadership answer critical business questions.
- Monitor KPIs and performance metrics, proactively identifying opportunities for improvement.
- Create executive-ready reporting packages, presentations, and business reviews that communicate complex findings in a clear and compelling way.
Build World-Class Reporting & Analytics
- Design, develop, and maintain Power BI dashboards and reporting solutions that provide timely, accurate, and meaningful insights.
- Partner with stakeholders to gather reporting requirements and convert business needs into scalable analytical tools.
- Establish consistent reporting methodologies, metric definitions, and data governance standards.
- Support enterprise-wide reporting initiatives that improve visibility, decision-making, and operational performance.
Leverage Data to Improve Decision-Making
- Write and optimize SQL queries to extract, transform, and analyze data from enterprise systems and data warehouses.
- Analyze large volumes of financial and operational information to uncover trends and performance opportunities.
- Partner with Finance, IT, Data, and Operations teams to improve access to trusted, actionable data.
- Support data validation, reconciliation, and quality assurance efforts to ensure reporting accuracy and integrity.
Advance Automation & Business Intelligence
- Identify opportunities to automate planning, forecasting, and reporting processes.
- Enhance existing financial models used for profitability analysis, growth initiatives, pricing strategies, and investment decisions.
- Support planning and reporting platforms, including system enhancements, administration, and ongoing optimization.
- Participate in business intelligence, financial transformation, and process improvement initiatives that strengthen organizational capabilities.
What You'll Bring Required Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field.
- 5+ years of experience in FP&A, corporate finance, business analytics, business intelligence, or similar analytical functions.
- Advanced Microsoft Excel skills, including financial modeling, data analysis, pivot tables, lookups, and large dataset management.
- Strong experience in budgeting, forecasting, variance analysis, and strategic financial planning.
- Hands-on expertise with Power BI, including dashboard development, data modeling, DAX, and visualization design.
- Experience building financial models that support pricing, profitability, investment evaluation, and growth analysis.
- Strong SQL skills, including query writing, optimization, and relational database concepts.
- Ability to analyze large, complex data sets and convert findings into actionable business recommendations.
- Excellent communication and presentation skills with the ability to simplify complex financial concepts for diverse audiences.
- Demonstrated ability to collaborate effectively across Finance, IT, Data, and operational teams.
- Proven track record of improving reporting efficiency through automation and process enhancements.
Preferred Qualifications
- Experience with Adaptive Planning or other enterprise planning platforms.
- Familiarity with Microsoft Fabric and modern cloud-based data environments.
- Experience working with enterprise data warehouses and large-scale reporting ecosystems.
- Knowledge of reporting governance, data quality, and standardized reporting frameworks.
- Experience in financial services, banking, lending, fintech, SaaS, technology, or similarly data-driven industries.
- Understanding of ASC 606 revenue recognition principles and related financial reporting impacts.
- Experience implementing business intelligence solutions and analytics-driven process improvements.
- Strong interest in helping build a highly data-centric FP&A organization.
- Ability to navigate multiple business models and support diverse business units with financial insight and analytical rigor.
Why Join Us? This is more than a traditional FP&A role. You'll be a key contributor in helping build the future of finance through data, analytics, and technology. You'll have the opportunity to influence strategic decisions, improve how the business plans and measures success, and work closely with leaders across the organization.You'll join a collaborative team that values innovation, continuous improvement, and data-driven decision-making, while leveraging modern tools including Power BI, SQL, Microsoft Fabric, Adaptive Planning, and enterprise data platforms to create meaningful business impact. Job Type & LocationThis is a Permanent position based out of Ontario, CA. Pay and BenefitsThe pay range for this position is $111000.00 - $135000.00/yr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:
Medical, dental & vision Critical Illness, Accident, and Hospital 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available Life Insurance (Voluntary Life & AD&D for the employee and dependents) Short and long-term disability Health Spending Account (HSA) Transportation benefits Employee Assistance Program Time Off/Leave (PTO, Vacation or Sick Leave) Job Type & LocationThis is a Permanent position based out of Ontario, CA. Application DeadlineThis position is anticipated to close on Nov 19, 2026. Workplace TypeThis is a hybrid position in Ontario,CA.
About Aston Carter
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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.
