Position Summary We are seeking an experienced Finance in the Business professional who combines strong financial judgment with hands-on technical capability with digital finance. This role will strengthen management reporting, planning, forecasting, and performance analysis while improving how financial and operational data are modeled, validated, visualized, and communicated. The successful candidate will be comfortable working with Advanced Excel and Power BI, translating complex datasets into clear insights, and partnering across functions to support decisions and senior management discussions.
Key Responsibilities - Lead budgeting, forecasting, long-range planning, and monthly reporting activities.
- Build and maintain financial models to support business decisions and scenario planning.
- Create and enhance Power BI dashboards and reporting tools.
- Analyze business performance, identify trends, and provide recommendations.
- Partner with Finance, Operations, Retail, and other cross-functional teams to unlock value and improve existing processes.
- Present financial insights and key performance drivers to leadership.
- Drive automation and process improvements using digital tools, Power BI, and AI.
- Support business cases, investment analysis, and other strategic projects.
Qualifications - 5+ years of experience in FP&A, corporate finance, commercial finance, or related field.
- Strong financial modeling, discounted cashflow modeling, and analytical skills.
- Advanced Excel skills, including PivotTables, XLOOKUPs, and forecasting models.
- Power BI experience, including data modeling, DAX, and dashboard development.
- Experience with budgeting, forecasting, and management reporting.
- Strong analytical judgment, attention to detail, and data discipline, with the ability to work independently to deliver deadlines.
- Self-motivated learner who asks thoughtful questions, prioritizes learning, and continuously raises productivity through AI efficiencies
- Strong communication skills with the ability to present insights to business leaders.
- Bachelor's degree in finance, Accounting, Business, Economics, Data Analytics, or a related field.
Preferred Skills - Experience with SAP, Sage, PDI Enterprise, or similar ERP systems.
- Experience with Vena, OneStream, or other FP&A tools.
- Background in retail, convenience retail, fuel, energy, or multi-site operations.
- CPA, CMA, CFA, MBA, or other professional certifications.
