Investment Banking Analyst supporting multiple sector teams at FMI, a consulting and investment banking firm. Engaging in business development and financial analysis activities in a collaborative environment.
About the role
- Sr Corporate FP&A Analyst managing financial reporting and analytics at Instructure. Collaborating across teams to ensure data accuracy and enhance reporting effectiveness.
Responsibilities
- Prepare data tables, visualizations, and analysis for monthly/quarterly management reporting packages.
- Build and maintain dashboards used by Finance and leadership teams
- Prepare monthly flash reporting for key operational metrics.
- Support the FP&A reporting calendar to ensure timely delivery of recurring reporting requirements.
- Automated workflows (SQL, Python, Tableau)
- Data/metric definition updates
- User acceptance testing (UAT) for revenue attribution, data changes, or dashboard updates.
- Adaptive Planning (our FP&A budgeting tool) workflows (data checks, extracts, alignment)
- Assist with integrations between Adaptive and dashboards
- Help maintain consistent reporting structures and a centralized dataset for bookings and financial actuals.
- Support ad-hoc analysis requests from FP&A, RevOps, Sales, and Strategy.
- Investigate and reconcile data discrepancies across Snowflake, Salesforce, Tableau, and other systems.
- Perform historical trend analysis.
- Work closely with RevOps to support actuals reporting, data validation, and commentary collection.
- Partner with FP&A, Enterprise Systems, Revenue Operations teams to ensure alignment of data definitions and reporting standards.
- Support leadership discussions by preparing clear, accurate reporting inputs and visualizations.
Requirements
- 2 - 4 years of experience in FP&A, business analytics, revenue operations, or a related analytical field.
- Strong proficiency with Excel/Google Sheets.
- Experience with Tableau or similar BI tools.
- SQL or Python experience preferred; willingness to learn required.
- Prior experience working with Snowflake, Salesforce, or other data systems is a plus.
Benefits
- Health insurance
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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