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Financial Planning & Analysis Associate

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Symbiotic Corp.

Highland Park, TX (In Person)

Full-Time

Posted 2 days ago (Updated 23 hours ago) • Actively hiring

Expires 6/14/2026

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Job Description

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: 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. Minimum Requirements 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.

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