US Financial Planning and Analysis Analyst (WFH)

About Penbrothers:

At Penbrothers, we are obsessed with creating positive employee experiences. Here you’ll find an environment that nurtures learning and provides opportunities for growth. You’ll have the opportunity to make an impact on fast-growing startups and dynamic companies.

About the Client:

The client is a boutique strategy consulting firm that specializes in rapidly delivering value to their clients. They engage with Private Equity firms and traditional corporate clients on projects. Additionally, their BPO (Business Process Outsourcing) services are specifically targeted to mid-market clients to improve any inefficiency in the back-office functions by leveraging labor cost arbitrage and time zone difference. BPO performs several services, including Finance & Accounting, CRM, Supply Chain, Data Analytics, HR, Admin functions, and many more based on their client’s specific needs.

About the Role:

The FP&A Analyst is responsible for financial modeling, data analysis, and creating automated Power BI dashboards to support strategic decision-making. This role involves collaborating with clients, preparing financial reports, and delivering actionable insights in a fast-paced, client-focused environment. Candidates must have a strong finance background, advanced Excel and Power BI skills, excellent communication, and the ability to work US hours. Familiarity with ERP systems, programming, and the real estate industry is a plus.

What you’ll do

The FP&A Analyst will be responsible for the following, but not limited to:

• Perform financial modelling and data analysis to support decision-making and strategic planning

• Develop and maintain advanced Excel models for forecasting, scenario analysis, and data manipulation

• Create and manage Power BI dashboards, automating reporting processes and presenting data insights

• Collaborate with clients and internal teams to gather data, identify trends, and interpret financial information

• Prepare ad-hoc financial reports, analyses, and presentations for management and stakeholders

What You Bring:

• Bachelor’s degree in Accounting/Finance, Economics, Business, Engineering, or related disciplines from a top-tier university

• Strong finance background with 5+ years of experience in financial modelling and data analysis

• Strong analytical skills and proficiency in Excel, including data manipulation and modelling

• Expertise in Power BI for dashboard creation and reporting automation

• If the candidate is familiar with the real estate industry, is a plus

• Excellent communication and English proficiency, able to operate in a fully English-speaking environment

• Must be able to produce results in a fast-paced, intellectually intense, client-oriented environment

• Good interpersonal skills

• Experience with ERP systems, programming or coding languages, and big data is a plus

• Available to connect with US clients and work US hours

• Able to join ASAP

Basic Job Requirements:

• Conform to our values: honest with integrity, humble, respectful, and fair, committed, and has exceptional analytical skills

• Structured thinker: Capable of providing structure and order to what is often a vast amount of information; successful candidates do not lose sight of the high-level strategy and organize thoughts and activities in a logical manner

• Results-oriented: The successful candidate carefully examines the intended impact of action and understands that our firm’s activities must lead to actions, which in turn lead to measurable results for both our clients and our firm

• Team player: Thrives on engaging in discussion with colleagues to develop impactful solutions; reaches out proactively to others for input; works as a thought partner

• Detail-oriented: An individual who takes personal pride in being certain that all aspects of an assignment are completed correctly

• Excellent organizational, communication, and interpersonal skills; able to communicate confidently and professionally within the organization

• Candidates must be able to produce results in a fast-paced, intellectually intense, client-oriented environment – will be judged on outputs, not inputs

• Strong communication to convey complex concepts in PowerPoint, emails, and verbally

• Strong Microsoft Excel skills to help other team members solve the problem