FP&A (Financial Planning & Analysis)

Workplace Modular Systems LLC

Miamisburg, OH

JOB DETAILS
SKILLS
Accounting, Acquisition Strategy, Budgeting, Communication Skills, Data Analysis, Data Management, Data Quality, Dental Insurance, Finance, Financial Analysis, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Statements, Financial Systems, Forecasting, Generally Accepted Accounting Principles (GAAP), Leadership, Performance Management, Performance Metrics, Problem Solving Skills, Process Improvement, Reconciliation, Sales Management, Sales Pipeline, Salesforce.com, Team Player, Variance Analysis, Vision Plan, Willing to Travel
LOCATION
Miamisburg, OH
POSTED
3 days ago

Financial Planning and Analysis

Location: Miamisburg, Ohio - Onsite

About Accelevation

We build what the future runs on. Accelevation designs, manufactures, and installs the physical infrastructure that powers today's most advanced technologies. We've grown over 440% in the last 18 months because we take ownership, solve hard problems, and build with purpose. Join us to build the future.

Your Impact

As a Financial Planning and Analysis, you'll provide critical insights and reporting that enable Accelevation's rapid growth. You'll analyze financial data, prepare reports, and deliver KPIs that guide strategic decisions-ensuring our financial systems scale effectively with the business.

Your Day-to-Day Responsibilities

  • Prepare weekly sales pipeline and bookings reports tracking critical KPIs for performance management
  • Own the companywide SIOP process, managing sales data from lead through bookings
  • Manage and prepare commissions calculations for eligible functions
  • Partner with Accounting to review and prepare monthly financial statements, including revenue reconciliation
  • Participate in annual budgeting and quarterly forecasting
  • Prepare and review financial KPIs with all functions monthly to analyze variances and drive performance
  • Drive improvements in data quality and reporting
  • Support leadership and executive team with data-driven analysis
  • Participate in strategic projects including acquisitions and process improvement

Qualifications

  • Bachelor's degree in Accounting or Finance
  • 2+ years FP&A experience preferred
  • GAAP knowledge required
  • Advanced Excel skills
  • Salesforce and Epicor experience preferred
  • Strong communication skills
  • Willingness to travel <10%

Benefits

  • Competitive salary
  • Paid time off
  • 401(k) with company match
  • Health, dental, and vision insurance
  • Collaborative, high-energy workplace

Our Core Values

  • Safety - We proactively protect our people and environment
  • Inclusion - We respect and appreciate diverse perspectives and backgrounds
  • Speed - We move fast, act decisively, and stay agile
  • Innovation - We challenge assumptions and simplify processes
  • Judgment - We make sound decisions with the business in mind
  • Accountability - We take ownership and deliver results

Job Application Notice

Accelevation LLC does not ask for payment or sensitive personal details, such as bank account or Social Security numbers, during the job application process.

If you''re unsure about a job posting, apply directly at https://www.accelevation.com to stay safe.

Equal Opportunity Employer

Accelevation LLC is an equal opportunity employer. Inclusion is one of our core values - we build teams that celebrate and embrace diversity, fostering a culture of respect for all. As part of our pre-hire process, we may conduct a background check and use E-Verify to confirm employment eligibility.

About the Company

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Workplace Modular Systems LLC