Felix

Felix Jena is a Senior Financial Analyst specializing in Financial Planning & Analysis (FP&A), strategic finance, and business analytics. Based in the Salt Lake City metropolitan area, he currently serves at Maverik, Inc., where he partners with leaders across Operations, Procurement, Loss Prevention, Marketing, Real Estate, Accounting, and Business Intelligence to connect financial performance with business strategy and execution.

In his current role, Felix supports annual operating planning, budgeting, forecasting, profitability analysis, scenario modeling, investment evaluation, and strategic initiatives across a large and complex organization. His work frequently sits at the intersection of finance, operations, and analytics - whether evaluating the financial impact of business initiatives, measuring the effectiveness of operational and marketing decisions, identifying procurement savings opportunities, or helping leaders understand the assumptions and tradeoffs behind their plans.

A defining part of Felix’s approach has been his ability to go beyond traditional financial reporting and build analytical solutions when existing information does not fully answer the business question. He has used SQL, R, financial modeling, experimentation, and automation to work with large transactional datasets, develop repeatable analytical workflows, evaluate business initiatives, and turn complex operational data into decision-ready financial insights.

Prior to Maverik, Felix served as a Financial Analyst at Utah Partners for Health, where he combined finance and analytics within a healthcare environment. His work included budgeting and forecasting, profitability and operational analysis, executive reporting, and the development of automated analytical tools and dashboards. Among his contributions were improving financial reconciliation processes and replacing manual reporting workflows with more scalable solutions, giving leadership greater visibility into organizational performance.

Felix’s career began in retail banking with Capitec Bank, where he spent more than five years progressing through client service and sales roles into management. That experience gave him an early understanding of the relationship between financial performance, customer behavior, operational execution, and people leadership. Managing within a customer-facing financial institution also shaped the collaborative and commercially minded approach he brings to finance today.

While completing his education, Felix also held technology leadership roles at Brigham Young University-Idaho, further developing the analytical and technical foundation that would become central to his career. He earned a Bachelor of Science in Business Analytics with a minor in Finance, completing his degree in under three years.

His technical toolkit includes SQL, R, Microsoft Power BI, Excel, Tableau, financial modeling, data visualization, and financial systems automation. He also maintains a strong interest in emerging technologies and how automation and artificial intelligence can expand the capabilities of modern finance teams.

Across his career, Felix has developed a reputation for curiosity, collaborative leadership, and an ability to translate complex information into practical business insights. His perspective on finance is that reporting what happened is only the starting point. The greater value comes from understanding why it happened, what it means, and how that knowledge can help influence what happens next.

Outside of his professional work, Felix enjoys fitness, sports, personal development, and continually finding new ways to challenge himself and grow.