Financial Planning Analyst

Position Summary

The Financial Analyst (FP&A) supports the Company's budgeting, forecasting, financial modeling, and performance reporting processes across a multi-site manufacturing and distribution environment. This role partners with Finance, Operations, Sales, and Supply Chain to analyze business performance, develop forecasts, and provide data-driven insights that support operational and strategic decision-making.

The ideal candidate will have strong analytical and Excel skills, the ability to work with large datasets, and an interest in understanding the financial drivers of a manufacturing business.

Key Responsibilities

Planning & Forecasting

• Support the annual budget and rolling forecast processes across revenue, cost of goods sold, operating expenses, and capital expenditures.
• Maintain and enhance driver-based financial models and forecasting assumptions.
• Track actual performance against plan and update forecasts based on changing business conditions.
• Assist with long-range planning, scenario analysis, and sensitivity modeling related to key business drivers such as volume, pricing, product mix, labor, commodities, and freight.

Financial Reporting & Analysis

• Prepare monthly financial reporting packages including variance analysis, performance dashboards, and P&L bridges.
• Analyze performance trends across plants, product lines, and distribution routes.
• Develop and maintain standardized KPI reporting including contribution margin, productivity metrics, and route profitability.
• Translate financial results into clear insights to support operational decision-making.

Business Partnership & Analysis

• Partner with Operations, Supply Chain, and Sales to evaluate productivity initiatives, pricing actions, and customer profitability.
• Support cost-to-serve analysis and margin improvement initiatives.
• Assist in evaluating capital investments and strategic initiatives.
• Provide ad hoc financial analysis to support business leaders.

Month-End Close Support & Data Integrity

• Collaborate with Accounting during the month-end close process, including accrual analysis, reconciliations, and financial review.
• Reconcile financial data between ERP systems and reporting models.
• Assist with improving financial reporting structures, master data accuracy, and documentation of FP&A processes.