Financial Analyst, FP&A

Patrick Industries•Elkhart, IN

1d•Onsite

About The Position

The Financial Analyst supports the Corporate FP&A team's planning, reporting, and analysis cycles, reporting to the Manager of Financial Planning & Analysis. The role is responsible for preparing and maintaining forecast schedules, recurring management reporting, and variance analysis, and works directly with business unit finance teams and corporate department owners to gather inputs, validate data, and explain results. This is a development role, with a clear path toward Senior Analyst as scope and independence grow.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or a related field
2+ years of experience in FP&A, accounting, corporate finance, or a comparable analytical role
Strong Microsoft Excel skills, including lookup functions, pivot tables, and structured multi-tab workbooks
Working knowledge of the income statement, balance sheet, and statement of cash flows, and how they connect
Experience working in an ERP or enterprise planning system
Demonstrated accuracy and attention to detail in recurring, deadline-driven work
Clear written and verbal communication, and comfort asking questions of business partners outside Finance
Ability to manage multiple requests against a fixed close and reporting calendar
High personal integrity, accountability, and commitment to Patrick's BETTER Together culture

Nice To Haves

manufacturing or public company experience a plus
Power Query a plus
exposure to Power BI, SQL, or another reporting or data query tool preferred

Responsibilities

Prepare forecast and budget schedules for assigned business units and corporate departments, including data collection, input, and validation
Maintain planning models, templates, and supporting workbooks, and document assumptions across planning iterations
Reconcile business unit and department submissions, and follow up on missing, late, or inconsistent inputs
Support the annual budget and long-range planning calendar
Prepare recurring management reports, dashboards, and reporting packages on the monthly and quarterly calendar
Perform budget, forecast, and prior year variance analysis, and draft written explanations of material variances
Pull, reconcile, and validate financial and operational data across the ERP and reporting systems
Partner with Accounting through month-end close to resolve data, timing, and classification questions
Support corporate department planning through spend reporting, budget tracking, and routine department owner questions
Assist business unit finance teams with recurring reporting requests and data pulls
Track and report key performance indicators on a recurring basis
Complete ad hoc analysis and modeling requests from the FP&A Manager and Finance leadership
Support industry and market data collection across Patrick's RV, Marine, Powersports, and Housing end markets
Identify and implement improvements that reduce manual effort in recurring reporting and planning work