Financial Planning & Analysis AssociateSymbiotic Corp. • Dallas, TX, United States
Financial Planning & Analysis Associate
Symbiotic Corp. • Dallas, TX, United States
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]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. 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.
Job Description
Job Description : 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
To be successful in this role, you should have :
Minimum Requirements
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