Financial Planning & Analysis Analyst

National Oak Distributors • West Palm Beach, FL

1d

About The Position

We are seeking a Financial Planning & Analysis professional to help build an insight-to-action finance organization. This role will support budgeting, forecasting, reporting, financial modeling, and business performance analysis while partnering with leaders across Sales, Operations, Supply Chain, Purchasing, Human Resources, and Finance. The ideal candidate is analytical, curious, detail-oriented, and able to translate financial and operational data into clear insights and practical recommendations. This is an opportunity to help shape a growing FP&A function while working directly with senior leadership to influence strategic and operational decisions across the organization.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 3–5 years of experience in FP&A, financial analysis, accounting, business analytics, corporate finance, or a related analytical role.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Advanced Microsoft Excel skills and comfort working with large data sets.
• Experience preparing management reporting, dashboards, or executive-level financial summaries.
• Ability to interpret financial statements and connect financial results to operational performance drivers.
• Strong communication skills, including the ability to explain financial concepts to non-finance stakeholders.
• High attention to detail, sound judgment, and the ability to manage multiple priorities in a deadline-driven environment.

Nice To Haves

• Experience with Power BI, VENA, SQL, ERP systems, or other reporting and analytics tools.
• Experience analyzing revenue, customer profitability, product mix, pricing, gross margin, inventory, working capital, or operational KPIs.
• Exposure to AI-assisted analytics, automation, predictive modeling, or process improvement initiatives.
• Prior experience supporting Sales, Operations, Supply Chain, Purchasing, Human Resources, or multi-location business teams.
• CPA, CMA, CFA, MBA, or progress toward a related certification or graduate degree is a plus but not required.

Responsibilities

• Support the annual budget, quarterly reforecast, and long-range planning processes by preparing models, templates, assumptions, and variance analysis.
• Analyze revenue, gross margin, operating expenses, working capital, and cash flow trends to identify risks, opportunities, and recommended actions.
• Develop and maintain financial models, scenario analyses, and decision-support tools for pricing, inventory, capital investments, acquisitions, customer concentration, and other business initiatives.
• Prepare monthly and quarterly reporting packages, dashboards, and executive-level summaries that explain what happened, why it happened, why it matters, and what should be done next.
• Partner with business leaders to understand operational drivers, validate assumptions, and connect financial results to business actions.
• Support KPI standardization, reporting governance, and data quality improvements across the enterprise.
• Assist with report rationalization and automation efforts to improve the speed, consistency, and usefulness of financial reporting.
• Create clear presentations and analysis that communicate complex financial information to both finance and non-finance audiences.
• Contribute to the development of FP&A playbooks, analytical methodologies, and repeatable processes that support a scalable finance operating model.

What This Job Offers

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