Financial Analyst
Anthony & Sylvan Pools • Warminster, Pennsylvania • Full Time
Posted on Thu, May 14, 2026
General Summary of Position
The Financial Analyst plays a central role in supporting executive decision‑making through insightful financial analysis, forecasting, and system‑enabled reporting. This position partners closely with business leaders and FP&A leadership to drive performance management, enhance forecast accuracy, and continue the modernization and automation of planning, budgeting, and management reporting processes. The role is intentionally balanced between hands‑on FP&A execution, business partnership, and meaningful contribution to ongoing financial systems optimization initiatives.
Essential Functions and Responsibilities
- Lead the preparation, consolidation, and analysis of annual budgets, rolling forecasts, and long-range financial plans, including documentation of assumptions, scenario modeling, and alignment with strategic objectives.
- Monitor financial performance against budget and forecast; analyze variances and assess implications for future results, risks, and opportunities.
- Support strategic and growth initiatives through advanced financial modeling (ROI, NPV, new products/services, expansion initiatives) and maintain the company’s strategic plan by tracking progress against defined goals.
- Serve as a strategic finance business partner to operational and functional leaders, delivering actionable insights, performance analysis, and data-driven recommendations to improve revenue, margin, pricing, and cost efficiency.
- Develop, enhance, and maintain KPIs, dashboards, and management reporting tools; conduct analysis related to customer acquisition, market performance, marketing effectiveness, and overall profitability, including ad hoc executive decision support.
- Prepare and present weekly, monthly, quarterly, and annual financial reporting packages for executive leadership, the Board of Directors, and external stakeholders, translating complex financial data into clear, concise narratives.
- Lead financial systems utilization and process optimization efforts, leveraging Jedox for FP&A processes, Acumatica ERP as the system of record, and historical data from Microsoft Dynamics SL; partner with IT and external consultants to drive automation, standardization, and continuous improvement.
- This role offers regular exposure to senior leadership and the opportunity to expand scope over time, including deeper FP&A ownership, cross‑functional influence, and potential progression into broader FP&A leadership or people‑management roles.
- Other duties as assigned
QUALIFICATIONS – Knowledge, Skills & Abilities
Education | Bachelor’s degree in finance, accounting, economics, or a related field |
Licenses/Certifications | MBA, CPA, or CMA preferred |
Years of Experience | 0-2 years of experience in financial analysis, FP&A, or corporate finance. Experience working with ERP and FP&A planning systems required |
Required Skills & Abilities | Advanced Excel and financial modeling skills. Strong analytical, problem‑solving, and communication skills, with the ability to influence non‑finance stakeholders. |
Travel Requirements | 0-5% |
Other Requirements | Experience with Jedox, Adaptive, Anaplan, Planful, or similar FP&A tools preferred Experience with Acumatica ERP or comparable mid‑market ERP platforms preferred Familiarity with Microsoft Dynamics SL or legacy ERP data environments preferred Experience participating in or supporting system implementations and post‑go‑live optimization initiatives preferred Exposure to business intelligence tools such as Power BI or Tableau preferred |
PHYSICAL REQUIREMENTS
- Primarily sedentary work performed in an office environment
- Ability to communicate promptly and clearly via phone and computer
ACKNOWLEDGEMENT
Position duties and expectations change over time. This job description is not intended to be an all-inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time. The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.