Financial Planning & Analysis (FP&A) Analyst

Balco, Inc.•Boise, ID

1d•Onsite

About The Position

CSWI is seeking a highly analytical, business-oriented FP&A Analyst to support an operating segment through financial insights, decision-making support, and strategic analysis. The role partners with operational and financial leaders to improve financial performance, operational efficiency, profitable growth, and long-term value creation. It offers exposure to senior leadership and the opportunity to influence strategic decisions at a growing publicly traded company. The analyst supports month-end reporting, profitability and variance analysis, budgeting, forecasting, scenario modeling, executive reporting, and business-case development. The position also develops and improves reporting tools, dashboards, and planning processes, and contributes to automation, data governance, financial transformation, and reporting modernization. The role is based on-site in Boise, Idaho, in a professional office environment.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field.
3–5 years of experience in Financial Planning & Analysis or Corporate Finance.
Strong understanding of accounting, corporate finance, budgeting, forecasting, and financial drivers of manufacturing, distribution, and project-based businesses.
Ability to interpret financial statements and understand operational drivers affecting revenue, profitability, cash flow, and return on investment.
Experience analyzing business performance, identifying trends, assessing risks, and developing actionable recommendations.
Advanced analytical and problem-solving abilities, including synthesizing large volumes of financial and operational data.
Experience with variance, profitability, and trend analysis; forecasting; scenario modeling; and business-case development.
Strong financial modeling skills, including forecasting, scenario analysis, business cases, strategic planning, and investment decision support.
Advanced proficiency in Microsoft Excel and PowerPoint.
Experience with large datasets and reporting tools to automate and enhance decision support.
Excellent verbal, written, and presentation skills, including the ability to communicate complex financial information to finance and non-finance audiences.
Ability to present analyses, forecasts, business cases, and operating results to executive leadership using business storytelling and data visualization.
Ability to build cross-functional relationships and influence decisions through fact-based analysis and sound business judgment.
Strong organizational skills, attention to detail, accuracy, and accountability; able to manage multiple priorities in a fast-paced environment.
Self-motivated, intellectually curious, committed to continuous learning, and able to balance short-term execution with long-term objectives.
Strong ethical standards and commitment to professionalism, integrity, and financial stewardship.
Successful completion of a background check and drug screening.
Work on-site in Boise, Idaho, and be available to perform essential functions during scheduled work hours.

Nice To Haves

CPA, CMA, CFA, MBA, or progress toward a professional certification.
Experience supporting manufacturing, industrial, construction, or project-based business environments.
Experience developing dashboards, reporting solutions, and analytical visualizations using Power BI or similar business intelligence tools.
Experience with financial planning, consolidation, ERP, and business intelligence systems such as OneStream, Power BI, Oracle, SAP, Microsoft Dynamics, Hyperion, or similar platforms.

Responsibilities

Support month-end close activities by reviewing results, validating data integrity, and coordinating with accounting teams on profitability analysis.
Analyze revenue, gross profit, operating expenses, EBITDA, working capital, cash flow, and other financial metrics to identify drivers, trends, risks, opportunities, and areas for improvement.
Perform variance analysis against budget, forecast, prior year, and strategic objectives, and provide actionable insights and recommendations.
Partner with operational leaders to investigate business performance and recommend improvements to financial and operational results.
Support pricing initiatives, margin improvement, capital investments, strategic projects, and operational improvement initiatives through financial analysis and business-case development.
Support annual budgets, strategic plans, and periodic forecasting across the segment.
Partner with business leaders to develop financial projections aligned with operational plans and strategic objectives.
Perform scenario analysis, sensitivity modeling, and what-if analyses; evaluate forecast accuracy and recommend ways to improve predictability and performance.
Translate operational activities and performance metrics into financial projections and business insights.
Support the evaluation of strategic initiatives, acquisitions, growth opportunities, operational improvements, and organizational changes.
Prepare executive-level reporting and PowerPoint presentations for Board meetings, operating reviews, quarterly business reviews, annual planning, and strategic discussions.
Consolidate financial, operational, commercial, and market data into executive-ready reporting materials and recommendations.
Use data visualization and financial storytelling to communicate complex information to leadership audiences.
Collaborate with finance, accounting, operations, sales, supply chain, manufacturing, and executive leadership teams to support decision-making.
Develop and enhance automated reports, dashboards, scorecards, and performance metrics.
Design and enhance reporting solutions using ERP systems, business intelligence platforms, planning tools, and advanced analytics capabilities.
Improve processes through automation, standardization, and continuous improvement.
Support implementation, optimization, and enhancement of ERP, financial planning, and reporting systems.
Promote financial and operational data consistency, accuracy, and integrity through effective controls, governance, and reporting standards.
Support financial transformation and reporting modernization, and drive self-service reporting capabilities.