Financial Planning & Analysis Analyst

Job Summary

The FP&A Analyst is responsible for providing financial analysis, reporting, budgeting, forecasting, and accounting analytics that support decision-making across Sims Crane & Equipment. This role will work closely with the Director of Accounting and accounting leadership to turn financial and operational data into useful information, identify trends and variances, and improve the Company's ability to understand and manage performance.

The ideal candidate combines a strong understanding of accounting and financial concepts with strong analytical and reporting skills. This position will develop and maintain financial reports, models, KPIs, dashboards, and other analytical tools, with a strong emphasis on Power BI, Microsoft Excel, and the Company's ERP and reporting systems. The successful candidate will be comfortable learning new systems, working with large amounts of data, asking questions when information does not make sense, and translating analysis into clear insights for leadership.

Key Responsibilities

Financial Planning & Analysis

• Support the annual budgeting, forecasting, and long-range planning processes.
• Develop and maintain financial models and analytical tools to analyze revenue, profitability, utilization, labor costs, and operating expenses.
• Monitor financial performance and emerging trends to support forecasting, planning, and management decision-making.
• Identify business trends, risks, and opportunities and provide recommendations to leadership.
• Assist with monthly, quarterly, and annual financial performance reporting.

Accounting Analytics & Financial Reporting

• Analyze accounting and financial data to support the monthly close, financial reporting, budgeting, forecasting, and management reporting processes.
• Develop reporting and analytical tools that help accounting leadership understand general ledger activity, expenses, revenue, labor, cash flow, capital expenditures, and other financial results.
• Perform detailed analysis of actual results compared with budget, forecast, and prior periods, including investigation of significant variances.
• Assist with the development and maintenance of management reports and schedules used by the Director of Accounting, Controller, Payroll Manager, Manager of Accounting, and their teams.
• Review financial data for completeness, accuracy, and reasonableness and investigate discrepancies or unexpected results.
• Provide analysis and supporting schedules for audits, management requests, and other accounting initiatives as needed.
• Analyze cash flow, working capital, capital expenditures, and other financial trends to support management decision-making.

Business Intelligence & Reporting

• Design, develop, and maintain Power BI dashboards and scorecards for executive, operational, and departmental reporting.
• Build and maintain financial and operational KPIs across multiple business functions.
• Create automated reporting solutions that improve data accuracy and reduce manual effort.
• Use Power BI, Excel, and other reporting tools to combine data from multiple sources and present information in a clear, actionable format.
• Develop ad hoc reports and analysis in response to questions from accounting leadership and other departments.
• Maintain appropriate documentation for reports, calculations, data sources, and reporting processes.
• Develop, maintain, and distribute recurring financial and operational reports that provide timely and consistent information to accounting and business leadership.

Data, Systems & Process Improvement

• Learn and effectively use IFS and other Company systems to extract, analyze, reconcile, and report financial and operational information.
• Develop an understanding of the Company's data structure and the relationship between accounting, payroll, operational, and other business systems.
• Assist with reporting and data requirements associated with IFS updates, system improvements, and other accounting technology initiatives.
• Validate data integrity across systems and investigate inconsistencies between reports, source systems, and the general ledger.
• Identify opportunities to improve reporting processes, eliminate manual work, strengthen controls, and increase the usefulness of financial information.
• Learn new systems, tools, and processes as the Company's technology and reporting needs evolve.

Cross-Functional Support

• Partner with Accounting, Operations, Procurement, Billing, and Executive Leadership to provide analytical support.
• Support ERP, reporting, and data modernization initiatives.
• Participate in process improvement projects focused on increasing operational efficiency and reporting effectiveness.
• Prepare executive-level presentations, dashboards, and supporting analysis for leadership meetings.

Qualifications

Skills:

The successful candidate must demonstrate proficiency in:

• Microsoft Power BI, including data modeling, dashboard development, and DAX.
• Microsoft Excel, including advanced formulas, Pivot Tables, Power Query, and financial analysis.
• Financial analysis, budgeting, forecasting, and variance analysis.
• Understanding of accounting principles, financial statements, and general ledger activity.
• Data interpretation, reporting, problem-solving, and communicating analytical findings.
• Ability to learn and effectively use ERP, accounting, reporting, and other business systems.
• Ability to work with large datasets and reconcile information from multiple sources.

Experience with the following is considered a plus:

• IFS Cloud ERP or another enterprise ERP/accounting system.
• SQL, including the ability to query or work with data from relational databases.
• Power Automate or other reporting and workflow automation tools.
• SSRS or other enterprise reporting tools.
• Financial planning, consolidation, or business intelligence platforms.
• Experience building financial dashboards and management reporting.

Education & Experience:

• Bachelor's Degree in Accounting, Finance, Economics, Business Analytics, or a related field.
• 3-5 years of experience in Financial Planning & Analysis, Accounting, Financial Analysis, Corporate Finance, or a similar analytical role.
• Experience supporting budgeting, forecasting, financial reporting, or financial modeling activities.
• Experience using business intelligence, reporting, ERP, or accounting systems.
• Experience working with accounting or financial data and communicating analysis to non-financial stakeholders.
• Must be legally authorized to work in the United States. 
• Must be able to read, speak, and understand English. 

Working Conditions 

• Sims Crane & Equipment maintains a firm commitment to providing a safe and healthy work environment for its employees and quality services to its clients. Sims Crane & Equipment is a drug-free workplace. Must be able to pass a post-offer / pre-placement drug screen. Must also submit to a post-offer / pre-employment background report. 
• Work is performed in a standard office environment with prolonged periods of sitting at a desk and working on a computer. Subject to standing, walking, bending, reaching, stooping, and lifting objects up to 25 pounds at times. 

Disclaimer: An employee must be able to perform the essential functions of the job, with or without reasonable accommodation.  

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Sims Crane & Equipment is proud to be an Equal Opportunity Employer/Drug and Alcohol-Free Workplace. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, national origin, sex, sexual orientation, gender identity or age.