Financial Planning & Business Intelligence Analyst

JAM+ is seeking a Financial Planning & Business Intelligence Analyst to support financial planning and help teams turn data into actionable insights. The role combines budgeting, forecasting, financial and sales analysis, and reporting, while supporting the planned Microsoft Fabric implementation and improving data quality and reporting.

Responsibilities:

• Support annual budgeting, recurring forecasts, and long-term financial planning in partnership with Finance and business leaders, and build and maintain financial models that evaluate revenue, expenses, profitability, and business initiatives
• Analyze actual results against budget, forecast, and prior periods, explain key drivers and variances, and prepare monthly management reporting with clear insights into performance, risks, and opportunities
• Analyze sales performance by customer, product, channel, and other business segments, identifying trends in revenue, volume, pricing, product mix, and gross margin
• Develop dashboards and recurring reports that help teams track KPIs, and support ad hoc analysis on customer profitability, operational efficiency, and growth opportunities
• Partner with stakeholders across the business to translate questions into analyses and practical recommendations, presenting both the results and their business implications clearly
• Use NetSuite to extract, organize, and analyze financial and transactional data, creating and maintaining saved searches, reports, and dashboards, and understanding how customers, items, transactions, and accounts relate to one another and affect reporting
• Combine NetSuite data with other business data sources, validate accuracy, reconcile business reporting to financial results, and investigate discrepancies
• Document metric definitions, data sources, and reporting logic to improve consistency and confidence in reporting
• Support the planned Microsoft Fabric implementation by gathering business requirements, defining reporting needs, prioritizing analytics use cases, and partnering with technical teams so data from NetSuite and other systems supports financial and operational reporting
• Help validate migrated data, test datasets and dashboards, reconcile new reporting with existing sources, and contribute to Power BI dashboards and shared reporting datasets as the platform is implemented
• Identify opportunities to automate recurring reporting and reduce manual spreadsheet work, and help business users understand and adopt new reports, dashboards, and metric definitions
• Use approved AI and automation tools to speed up analysis, reporting, and documentation, while verifying outputs and applying sound judgment to the results

Requirements:

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, Information Systems, or a related field, or equivalent practical experience
• 2-4 years of experience in FP&A, financial analysis, business analytics, or a similar role
• Hands-on experience using NetSuite for financial reporting, saved searches, and data analysis
• Strong Excel skills, including financial modeling, pivot tables, and advanced formulas
• Solid understanding of financial statements, accounting fundamentals, and business performance metrics
• Working knowledge of U.S.-based financial systems and accounting practices, including U.S. GAAP
• Strong data skills, including the ability to clean, combine, validate, and analyze datasets and understand relationships across data sources
• Ability to translate business questions into structured analysis and explain findings to financial and nonfinancial stakeholders
• Strong attention to detail, problem-solving skills, and the ability to manage competing priorities
• Familiarity with Microsoft Fabric; experience supporting a data or analytics platform implementation is a plus
• Experience building reports and dashboards in Power BI
• Experience using SQL to query, join, and analyze data
• Familiarity with Power Query or other tools used to automate data preparation and reporting
• Experience analyzing sales, customer profitability, pricing, and product margins
• Experience gathering reporting requirements, validating data, and supporting user acceptance testing