FP&A Analyst
Listed on 2026-01-04
-
IT/Tech
Data Analyst -
Finance & Banking
Description
Location: St. Petersburg, FL (Hybrid)
Department: FP&A
At Valpak, a leader in direct marketing innovation, we are redefining how businesses connect with consumers. As we continue to invest in technology-driven insights, we’re looking for an FP&A Analyst with a strong background in data visualization and reporting tools - particularly Power BI and Salesforce Analytics—to transform financial data into actionable business intelligence
.
This is more than a traditional FP&A position. While core responsibilities such as forecasting, budgeting, and variance analysis remain essential, this role places a significant emphasis on automated reporting, dashboard creation, and data storytelling using Power BI, Micro Strategy, and Salesforce Analytics
. You’ll work across teams to modernize financial reporting processes and provide timely, accurate analytics that shape key decisions.
- Build and optimize financial dashboards and visual reports using Power BI
;
Micro Strategy or Salesforce Analytics experience preferred. - Maintain and enhance dynamic models to support budget planning, rolling forecasts, and long-range financial planning.
- Translate complex datasets into digestible visual narratives that empower leadership with real-time performance insights.
- Collaborate with cross-functional stakeholders to align business operations with financial objectives.
- Identify trends, investigate variances, and recommend strategic adjustments backed by data.
- Support automation of reporting processes, improving scalability and consistency of financial deliverables.
- Education: Bachelor’s degree in Finance, Accounting, Data Science, Information Systems, or related fields. Hybrid backgrounds such as Finance-to-Tech are welcomed.
- Experience: 2-5 years in financial planning & analysis, with hands-on experience building interactive dashboards.
- Technical
Skills:- Required: Proficiency in Power BI and advanced Excel (power query, macros, pivot tables, VBA). Preferred:Experience with Micro Strategy, Tableau, Salesforce Analytics or similar BI platforms; ERP systems like SAP, Oracle, or Workday.
Be part of a transformation-focused finance team where your technical skills in Power BI and BI tools can directly influence strategic decisions. You’ll gain exposure to executive-level decision-making and play a pivotal role in scaling Valpak’s reporting capabilities.
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