Senior Financial Planning & Analysis Analyst

Company Overview:

• Our client is a manufacturing-focused organization operating as part of a larger parent company with a portfolio of approximately 15 businesses, providing a stable and well-capitalized platform
• The company has approximately 150 employees and operates within a broader multinational structure, offering exposure to both domestic and international operations
• It maintains a strong reputation for employee retention, with an average tenure of 10+ years, reflecting a stable and supportive work environment
• The organization operates with an open-door, collaborative culture that emphasizes trust, autonomy, and minimal micromanagement
• The finance team is closely integrated with leadership, offering direct exposure to senior decision-makers including the VP of Finance and President

Role Summary:

• Title: Senior Financial Analyst – FP&A
• Department: Finance & Accounting
• Location: On-site (4 days in office, Friday remote)
• Primary Focus: Lead budgeting, forecasting, financial reporting, and analysis while partnering closely with leadership to support business performance and decision-making

Key Responsibilities:

• Lead the planning, coordination, and tracking of monthly close processes and financial reporting
• Drive quarterly forecasts and annual budgeting processes, including preparation and presentation to leadership
• Prepare and analyze monthly and quarterly operating reports, including variance analysis, bridges, and commentary across P&L and balance sheet
• Develop and maintain financial models to support forecasting, planning, and strategic decision-making
• Coordinate weekly flash reporting and rolling forecasts, providing timely insights into business performance
• Support consolidations, including intercompany eliminations and foreign currency translation
• Partner closely with VP of Finance and President to provide actionable insights and support business strategy
• Support and improve financial reporting systems including ERP (IFS) and reporting tools such as Power BI
• Assist with special projects, presentations, and ad hoc financial analysis as needed
• Identify opportunities to improve processes, reporting accuracy, and efficiency across FP&A functions

Ideal Candidate Profile:

• Bachelor’s degree in Finance or Accounting required
• 4–10+ years of progressive FP&A or accounting experience
• Manufacturing experience required (non-negotiable)
• Experience in smaller company environments with ability to wear multiple hats and operate independently
• Strong understanding of consolidations, intercompany transactions, and financial reporting
• Experience with ERP systems (IFS, SAP, Oracle, etc.) and strong Excel skills
• Exposure to Power BI or similar data visualization tools preferred
• Strong analytical, organizational, and problem-solving skills
• Self-starter with ability to operate with minimal supervision in a fast-paced environment
• Strong communication skills with ability to interact across all levels of the organization

Compensation & Benefits:

• Target base compensation range: $100K–$130K
• Bonus: No bonus initially; bonus structure introduced upon promotion to Manager
• 401(k): Company match plus 3% profit sharing
• Annual Review: Yearly performance reviews with merit increases

Selling Points

• High visibility role working directly alongside VP of Finance and President
• Opportunity to step into a role with immediate impact and ownership
• Strong stability and low turnover environment with long-tenured employees
• Clear growth path into FP&A Manager with opportunity to build out the team
• Exposure to a broader multinational structure while working in a smaller, nimble business unit
• Ideal for a hands-on FP&A professional who thrives in autonomous environments and wants to grow into leadership
• Strong culture centered around trust, flexibility, and long-term career development

Compensation: $100,000 - $130,000 salary

SE: 510795133