FP&A Financial Analyst

SUMMARY: The Financial Planning & Analysis (FP&A) Financial Analyst supports the company’s financial planning, budgeting, and reporting activities. This role builds and maintains the models, dashboards, and analyses that turn financial and operational data into insight for business leaders, with an emphasis on automation and the use of business intelligence and AI tools to deliver faster, deeper analysis.

PRIMARY DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform their primary duties.

Analysis and Reporting

• Prepares daily, weekly, monthly, quarterly, and annual financial reports and delivers them to business leaders on schedule.
• Conducts variance analysis of actual results to budget and prior year and clearly explains the key drivers.
• Performs profitability analysis by product category, end market, business unit, vendor, and individual customer.
• Builds, publishes, and maintains Power BI dashboards and reports that give leaders self-service access to key metrics.
• Performs ad hoc analysis as needed.

Financial Planning and Budgeting

• Supports the annual budgeting process by gathering input from business units, consolidating schedules, and maintaining budget templates and version control.
• Builds and maintains financial models that support scenario analysis and planning assumptions.

Business Partnering

• Partners with sales, operations, and functional leaders to gather assumptions and translate analysis into recommendations they can act on.
• Supports monthly budget reviews with comparisons to budget and prior year, including preparation of materials and follow-up on action items.
• Assists in modeling the financial impact of new initiatives, pricing actions, and market expansion opportunities.

Process Improvement and Systems

• Automates recurring data gathering, reporting, and reconciliation tasks to shorten cycle times and reduce manual work.
• Applies AI tools to accelerate analysis, summarize results, draft commentary, and improve data quality, validating output before it is used in decision making.
• Extracts and reconciles data from the company’s ERP (Epicor Prophet 21) and related systems and helps maintain a clean, well-documented data structure.
• Documents processes and maintains workpapers so recurring deliverables are repeatable, scalable, and easy to review.

Ownership and Communication

• Takes ownership of assigned deliverables and ensures they are accurate, complete, and on time.
• Presents findings clearly and concisely to both financial and non-financial audiences.

QUALIFICATIONS: The requirements listed below are representative of the education, experience, skills and/or abilities required. An individual must meet the minimum requirements as listed in each Qualifications subsection.

EDUCATION:

• Bachelor’s degree in finance, accounting, economics, data analytics or a related field.
• Coursework, certification, or demonstrated self-study in business intelligence, data analytics, or AI tools preferred.

EXPERIENCE:

• Two to three years of related experience in financial planning and analysis, accounting, or business analytics, preferably in a corporate business environment.
• Hands-on experience building and maintaining reports and dashboards in Power BI.
• Experience with Epicor Prophet 21 (P21) or a comparable distribution ERP is a plus.

SKILLS & ABILITIES:

• Advanced Excel and financial modeling skills, including working with large data sets.
• Proficiency in Power BI, including data modeling, DAX measures, and report design.
• Demonstrated ability to leverage AI tools to accelerate analysis and deepen insights, with the judgment to validate results before relying on them.
• Working knowledge of ERP systems and the ability to pull, reconcile, and validate data from source systems; P21 experience a plus.
• Strong analytical skills with exceptional attention to detail and accuracy.
• Clear written and verbal communication skills, with the ability to explain financial results to non-financial audiences.
• Strong problem-solving skills, including the ability to identify issues, gather and analyze information, and resolve problems in a timely manner.
• Ability to work independently, manage multiple deadlines, and prioritize in a fast-paced environment.
• Curiosity and a continuous improvement mindset; actively seeks out better tools and methods.

PHYSICAL DEMANDS: 

Typically, the employee may sit comfortably while performing the essential functions of this position. The role requires frequent use of a computer, telephone, and other office equipment. Occasional movement between work areas and transport of items such as a laptop computer, files, or reports may be required. The employee must be able to effectively communicate using company-issued technology.