FP&A Analyst

The ideal candidate has 2+ years of FP&A, corporate finance, accounting, or related analytical experience , advanced Excel skills, and hands-on experience using AI tools such as ChatGPT, Claude, Grok, or similar platforms to improve analysis, automation, and productivity. Working directly with the Vice President of Finance, the FP&A Analyst will analyze financial and operational performance across multiple brands and locations, develop forecasts and financial models, and provide actionable insights to business leaders.

FP&A Analyst

Location: Dallas, TX
Employment Type: Contract-to-Hire
Work Arrangement: Onsite
Compensation: $85,000–$100,000 annually

Position Overview

Wheeler Staffing Partners is seeking an FP&A Analyst for a growing organization in Dallas, TX. This contract-to-hire opportunity offers broad exposure to financial planning and analysis, executive reporting, budgeting, forecasting, acquisitions, capital planning, and AI-driven financial analysis.

Working directly with the Vice President of Finance, the FP&A Analyst will analyze financial and operational performance across multiple brands and locations, develop forecasts and financial models, and provide actionable insights to business leaders.

The ideal candidate has 2+ years of FP&A, corporate finance, accounting, or related analytical experience, advanced Excel skills, and hands-on experience using AI tools such as ChatGPT, Claude, Grok, or similar platforms to improve analysis, automation, and productivity.

Key Responsibilities

• Analyze monthly financial results against budget, forecast, and prior-year performance.
• Perform variance analysis and identify key financial and operational performance drivers.
• Track KPIs including EBITDA, gross margin, labor utilization, average ticket, membership growth, and other operating metrics.
• Prepare weekly and monthly financial reporting for executive leadership and board-level reporting.
• Support annual budgeting and monthly and quarterly forecasting.
• Build and maintain financial models, scenario analyses, and business forecasts.
• Partner with Accounting during month-end close to ensure accurate and timely financial reporting.
• Collaborate with Operations, Marketing, Accounting, and leadership to provide financial insights and decision support.
• Perform ad hoc financial and operational analysis for senior leadership.
• Evaluate capital expenditure requests using ROI and payback analysis.
• Track capital spending against approved budgets.
• Support financial analysis, due diligence, forecasting, and integration activities related to acquisitions.
• Analyze business drivers including pricing, seasonality, demand, weather, and market trends.

AI, Automation & Process Improvement

• Use ChatGPT, Claude, Grok, or similar AI tools to support financial analysis, Excel formulas, SQL, modeling, reporting, and financial commentary.
• Identify opportunities to automate repetitive financial and reporting processes.
• Develop reusable prompts, templates, workflows, and analytical tools.
• Review and validate AI-generated outputs before incorporating them into financial analysis or executive reporting.
• Identify opportunities to improve the accuracy, efficiency, and scalability of FP&A processes.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2+ years of experience in FP&A, corporate finance, accounting, or a similar analytical role.
• Experience with budgeting, forecasting, variance analysis, and financial reporting.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, lookups, financial modeling, and data analysis.
• Hands-on experience using AI tools such as ChatGPT, Claude, Grok, or similar platforms for analysis, coding, writing, or workflow improvement.
• Ability to independently validate AI-generated financial and analytical outputs.
• Strong analytical, problem-solving, and critical-thinking skills.
• Excellent attention to detail and commitment to data accuracy.
• Strong written and verbal communication skills.
• Ability to communicate financial information to non-finance stakeholders.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.

Preferred Qualifications

• Experience within a multi-location, private equity-backed, home services, or field services organization.
• Experience with NetSuite or another ERP system.
• Experience with ServiceTitan or similar field-service software.
• Experience with Power BI, Tableau, Adaptive, or similar BI/financial planning tools.
• Exposure to acquisitions, financial due diligence, or post-acquisition integration.
• Basic SQL skills.
• Python experience is a plus.
• Experience developing AI-powered automations, analytical workflows, or financial tools.
• CPA, CFA, FP&A certification, or progress toward a professional finance/accounting credential is a plus.

Ideal Candidate

The successful candidate will be analytical, curious, technologically savvy, and eager to grow. This position is ideal for an early-career finance professional who wants hands-on exposure to FP&A, operations, acquisitions, executive reporting, capital planning, and business strategy while working directly with senior finance leadership.

Candidates should be comfortable using AI as an everyday productivity tool while maintaining ownership of the accuracy and quality of their final work.

Schedule & Work Environment

• Contract-to-hire opportunity.
• Onsite in Dallas, TX.
• Primarily office-based environment.
• Regular computer and desk work.
• Occasional travel to branch locations may be required.
• Works closely with Finance, Accounting, Operations, Marketing, and executive leadership.

Why Work with Wheeler Staffing Partners?

At Wheeler Staffing Partners, we connect talented professionals with meaningful opportunities at leading organizations. Our recruiting team provides personalized support throughout the hiring process, with transparent communication and a commitment to creating a positive candidate experience.

Apply today to learn more about this FP&A Analyst opportunity in Dallas, TX.