Sr. Financial Analyst, FP&A

The Senior Financial Analyst – FP&A will play a key role in supporting financial and operational decision-making across the organization. This position requires a hands-on, highly analytical professional with experience in manufacturing and/or distribution who can independently analyze financial and operational data, identify trends and variances, and translate findings into actionable business recommendations.

The ideal candidate is proficient in Excel and PowerPoint, takes initiative, and thrives in an environment where reporting and analysis are not always predefined. This individual must be comfortable working with data from multiple sources, developing reports and analyses from scratch, investigating financial performance, and presenting findings and recommendations to executive leadership.

This role works closely with Finance, Sales, and Operations to support budgeting, forecasting, cost analysis, profitability improvement, and overall business performance.

DUTIES & RESPONSIBILITIES:

•         Develop financial and operational reports, models, and analyses using data from multiple sources to support business decisions.
•         Analyze actual results against budgets, forecasts, and prior periods to identify variances, trends, and opportunities for improvement.
•         Investigate cost variances, including freight, labor, materials, and other operating expenses, to determine root causes and recommend corrective actions.
•         Support the annual budgeting process, financial forecasting, and ongoing performance monitoring.
•         Prepare financial analyses and presentations for executive leadership, clearly communicating findings, business impacts, and recommendations.
•         Partner with Finance, Operations, and Sales leadership to evaluate costs, margins, profitability, and operational performance.
•         Develop ad hoc financial analyses and reports to answer business questions and support strategic initiatives.
•         Identify opportunities to improve reporting, financial processes, cost management, and overall business performance.
•         Support monthly financial reviews and preparation of management reporting packages.
•         Utilize Excel, ERP systems, and other reporting tools to organize, analyze, and present complex financial and operational data.
•         Take ownership of assigned projects and proactively identify areas requiring further analysis or attention.

•         Bachelor's degree in Finance, Accounting, or related field required.
•         Minimum of 3 years of financial analysis or FP&A experience in manufacturing, warehousing, inventory management, logistics, supply chain, or wholesale distribution.
•         Advanced Excel skills, including financial modeling, pivot tables, complex formulas, and analysis of large datasets.
•         Strong PowerPoint skills with experience developing and presenting financial information to senior and executive leadership.
•         Experience with budgeting, forecasting, financial reporting, and variance analysis.
•         Demonstrated ability to work with data from multiple sources and independently develop meaningful reports and analyses.
•         Strong analytical and problem-solving skills with the ability to investigate variances, identify root causes, and recommend solutions.
•         Self-motivated, resourceful, and proactive, with the ability to work independently and manage competing priorities.
•         Strong business acumen and the ability to connect financial results to operational activities and business performance.
•         Excellent written and verbal communication skills, including the ability to explain complex financial information to non-financial stakeholders.
•         High level of accuracy, attention to detail, and accountability for work product.

PREFERRED QUALIFICATIONS:

•         Experience in a small to mid-sized manufacturing or distribution company.
•         Experience analyzing manufacturing costs, inventory, freight, labor, and gross margins.
•         Experience with ERP systems, preferably NetSuite.
•         Experience with business intelligence or data visualization tools, such as Tableau.
•         Experience supporting sales and operations planning (S&OP), pricing analysis, or commission reporting.

WORKING CONDITIONS:

This position typically works in an office environment; and given the nature of our business is exposed to manufacturing operations.

PHYSICAL REQUIREMENTS:

Able to sit for long periods of time.

DIRECT REPORTS:

This position does not have direct reports.