Overview
Financial Planning Analyst Jobs in Greater Phoenix Area at ArborWorks, LLC
Title: Financial Planning Analyst
Company: ArborWorks, LLC
Location: Greater Phoenix Area
Financial Planning & Analysis (FP&A) Analyst
Scottsdale, AZ | Full-Time | Hybrid Opportunity
Must be local to the Phoenix Area
About ArborWorks
ArborWorks is a nationwide leader in vegetation management, utility line clearance, fire remediation, and environmental services. We are seeking a data-driven FP&A Analyst to join our growing Finance team and help drive operational and financial performance through reporting, analytics, and business intelligence.
About the Role
The FP&A Analyst will partner with Finance, Operations, and Billing teams to support budgeting, forecasting, reporting, and business analytics. This role combines traditional FP&A responsibilities with strong Power BI and data analytics capabilities.
The ideal candidate enjoys solving problems, improving processes, building dashboards, and turning data into actionable business insights.
Key Responsibilities
Financial Planning & Analysis
- Prepare and analyze monthly financial reporting, including budget vs. actual and forecast variance analysis
- Support annual budgeting and rolling forecast processes
- Analyze revenue, margins, productivity, and operational cost drivers
- Partner with operational leaders to provide financial insights and performance visibility
- Assist with management reporting packages and executive reporting
Power BI & Business Intelligence
- Design, build, and maintain Power BI dashboards and reports
- Develop and maintain data models, DAX measures, and Power Query transformations
- Integrate data from financial and operational systems into reporting solutions
- Troubleshoot and optimize reporting performance and usability
- Create clear, actionable visualizations for operational and executive stakeholders
Process Improvement & Cross-Functional Support
- Improve reporting efficiency and data quality
- Support standardization of FP&A processes and reporting structures
- Collaborate across Finance, Billing, and Operations teams
- Assist with ad hoc analysis and operational reviews
Qualifications
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3+ years of FP&A, financial analysis, accounting, or related analytical experience
- Strong Power BI experience including:
- DAX
- Power Query (M)
- Data modeling
- Dashboard development
- Advanced Microsoft Excel skills
- Experience supporting budgeting, forecasting, and financial reporting
- Strong analytical, organizational, and communication skills
- Ability to work independently in a fast-paced environment
Preferred
- SQL experience
- Experience in utilities, construction, infrastructure, environmental services, or other field-based industries
- ERP system experience
- Microsoft PL-300 Certification
- Experience with project-based or multi-entity financial environments
- Understanding of operational KPIs and productivity metrics
Why Join ArborWorks?
- Work for an industry leader with a strong safety culture
- Collaborative and growth-oriented environment
- Opportunity to make a measurable business impact
- Exposure to executive leadership and operational decision-making
- Competitive compensation and benefits package
If you’re passionate about financial analysis, operational performance, and business intelligence, we encourage you to apply and grow your career with ArborWorks.
