FINANCIAL PLANNING - ANALYSIS SENIOR ANALYST

FORMULATED Solutions LLC•Largo, FL

16h•Onsite

About The Position

Formulated Solutions is seeking a Corporate FP&A Senior Analyst to support the Director of FP&A in a private equity-owned, multi-site CDMO. This role provides forecasting, EBITDA and cash-flow modeling, pipeline analytics, recurring FP&A reporting, and executive, Board, lender, and sponsor reporting support. Success will be measured by accurate, timely, actionable analyses that improve business visibility and support disciplined business-plan execution.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or a related field
6+ years of FP&A experience, preferably in manufacturing, healthcare, CDMO, pharmaceutical, or complex operating environments.
Proficiency in modeling, forecasting, budgeting, variance analysis, and executive-ready reporting.
Advanced proficiency in Excel, NetSuite/ERP systems, BI tools, and PowerPoint.
Ability to work independently and collaboratively in a fast-paced PE-backed manufacturing environment.
High attention to detail and strong organizational skills.
Team oriented with ability to partner across Finance, Operations, Sales, Pricing, and site leadership.
Strong time management and ownership of daily, weekly, monthly, and quarterly deliverables.
Excellent analytical and problem-solving skills with the ability to provide actionable insights.

Nice To Haves

MBA or CPA preferred.
Private equity, sponsor reporting, Board materials, or lender reporting experience is highly desirable.

Responsibilities

Develop and maintain models/scenarios for budgeting, long-term planning, and strategic scenarios.
Analyze financial performance, including EBITDA, revenue, margin, SG&A, working capital, cash-flow, and variance trends.
Support forecast governance by consolidating inputs from Finance, Sales, Pricing, Operations, and site finance teams.
Provide senior management with actionable insights on profitability, liquidity, pricing, and operational performance.
Prepare monthly, quarterly, annual, TTM, and executive-dashboard reporting packages.
Own recurring FP&A deliverables such as accrued sales, sales program bonus, addbacks, consulting spend, income statement roll-forward, price increase tracking, pipeline/sales scorecards, TTM actuals, and CapEx consolidation.
Develop and track KPIs to measure revenue, margin, EBITDA, working capital, cash, and operational performance.
Support Board, Linden Capital, lender, and investor reporting, including ad-hoc analysis for strategic projects.
Maintain pipeline analytics and pro forma business-plan support for known programs and targeted opportunities.
Leverage NetSuite, Excel, and BI tools to improve data accuracy, automation, and reporting cadence.
Ensure compliance with financial reporting requirements and private equity stakeholder expectations.
Create and update EBITDA, cash-flow, liquidity, customer profitability, pipeline, and CapEx models.
Perform scenario and sensitivity analysis to assess pricing, volume, margin, mix, working capital, and operational impacts.
Collaborate with Largo, Cleveland, Sales, Pricing, Operations, and Finance to understand business drivers and operational issues.
Support cost management, margin expansion, pricing governance, liquidity forecasting, and profitability analysis.
Identify process improvements in FP&A reporting, forecasting, close support, and recurring task management.
Implement best practices to improve reporting accuracy, analysis efficiency, controls, and scalability.