Financial Analyst

Anthony & Sylvan Pools • Warminster, PA

37d • Onsite

About The Position

The Financial Analyst plays a central role in supporting executive decision‑making through insightful financial analysis, forecasting, and system‑enabled reporting. This position partners closely with business leaders and FP&A leadership to drive performance management, enhance forecast accuracy, and continue the modernization and automation of planning, budgeting, and management reporting processes. The role is intentionally balanced between hands‑on FP&A execution, business partnership, and meaningful contribution to ongoing financial systems optimization initiatives.

Requirements

• Bachelor’s degree in finance, accounting, economics, or a related field
• 0-2 years of experience in financial analysis, FP&A, or corporate finance.
• Experience working with ERP and FP&A planning systems required
• Advanced Excel and financial modeling skills.
• Strong analytical, problem‑solving, and communication skills, with the ability to influence non‑finance stakeholders.

Nice To Haves

• MBA, CPA, or CMA preferred
• Experience with Jedox, Adaptive, Anaplan, Planful, or similar FP&A tools preferred
• Experience with Acumatica ERP or comparable mid‑market ERP platforms preferred
• Familiarity with Microsoft Dynamics SL or legacy ERP data environments preferred
• Experience participating in or supporting system implementations and post‑go‑live optimization initiatives preferred
• Exposure to business intelligence tools such as Power BI or Tableau preferred

Responsibilities

• Lead the preparation, consolidation, and analysis of annual budgets, rolling forecasts, and long-range financial plans, including documentation of assumptions, scenario modeling, and alignment with strategic objectives.
• Monitor financial performance against budget and forecast; analyze variances and assess implications for future results, risks, and opportunities.
• Support strategic and growth initiatives through advanced financial modeling (ROI, NPV, new products/services, expansion initiatives) and maintain the company’s strategic plan by tracking progress against defined goals.
• Serve as a strategic finance business partner to operational and functional leaders, delivering actionable insights, performance analysis, and data-driven recommendations to improve revenue, margin, pricing, and cost efficiency.
• Develop, enhance, and maintain KPIs, dashboards, and management reporting tools; conduct analysis related to customer acquisition, market performance, marketing effectiveness, and overall profitability, including ad hoc executive decision support.
• Prepare and present weekly, monthly, quarterly, and annual financial reporting packages for executive leadership, the Board of Directors, and external stakeholders, translating complex financial data into clear, concise narratives.
• Lead financial systems utilization and process optimization efforts, leveraging Jedox for FP&A processes, Acumatica ERP as the system of record, and historical data from Microsoft Dynamics SL; partner with IT and external consultants to drive automation, standardization, and continuous improvement.
• This role offers regular exposure to senior leadership and the opportunity to expand scope over time, including deeper FP&A ownership, cross‑functional influence, and potential progression into broader FP&A leadership or people‑management roles.
• Other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level