Financial Planning Analyst

Simpson Strong-Tie•Pleasanton, CA

4d•$66,600 - $127,800•Hybrid

About The Position

The Financial Planning Analyst supports budgeting, forecasting, financial analysis, and management reporting. The role partners with Finance and business leaders to explain performance, improve forecasts, and support strategic and financial goals. It is a full-time, exempt position with a hybrid work schedule based in Plano, Texas, or Pleasanton, California, and requires domestic travel up to 10% of the time. Relocation is not available. The analyst builds relationships across Finance, Sales, Operations, Supply Chain, and other teams; helps business partners understand the financial impact of decisions; and constructively challenges assumptions. The role analyzes financial results, revenue, profitability, spending, cash flow, pricing, productivity, investments, costs, and strategic initiatives. It also supports annual budgeting, periodic forecasting, and long-range planning; prepares management reports and presentations; and improves financial models, reporting processes, and data quality using tools such as Excel, business intelligence, ERP/EPM systems, and emerging automation or AI capabilities.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
3 years of experience in FP&A, financial analysis, or corporate finance.
Advanced proficiency in Microsoft Excel and proficiency with Word, Outlook, and PowerPoint.
Strong analytical and problem-solving skills, including the ability to analyze large or complex data sets and identify meaningful business insights.
Understanding of the relationships among revenue, margins, operating expenses, cash flow, and returns.
Strong attention to detail and ability to balance multiple projects and deadlines while maintaining accuracy, speed, and business relevance.
Demonstrated ability to communicate financial insights in writing and verbally to Finance and non-Finance stakeholders.
Ownership of high-quality, timely work and ability to follow issues through to resolution.

Nice To Haves

Experience in manufacturing, industrial products, building products, distribution, or another operationally complex business.
Experience with ERP, financial planning systems, and business intelligence tools.
Familiarity with financial statements, management accounting, standard costing, or manufacturing economics.
Experience with financial automation, data transformation, or advanced analytics.
Understanding of GAAP principles.

Responsibilities

Build relationships across Finance, Sales, Operations, Supply Chain, and other teams.
Help business partners understand the financial impact of their decisions.
Constructively challenge assumptions and help leaders weigh trade-offs and alternatives.
Compare results with budgets, forecasts, prior years, and other benchmarks.
Explain the factors driving revenue, profitability, spending, and cash flow.
Identify meaningful trends, distinguish them from normal fluctuations, and recommend actions based on analysis.
Analyze pricing, productivity, investments, costs, and other strategic initiatives.
Support annual budgeting, periodic forecasts, and long-range planning.
Build models for revenue, margins, expenses, capital spending, cash flow, and other key business drivers.
Improve forecasts using key business drivers and leading indicators.
Test scenarios and assumptions to assess possible business outcomes.
Prepare monthly and quarterly financial reports and management presentations.
Write clear commentary on results, trends, risks, and opportunities.
Create dashboards and tools to track business and financial performance.
Help ensure financial information is accurate, consistent, and useful for decisions.
Simplify, standardize, and automate recurring work to redirect time toward analysis, forecasting, and business partnership.
Improve financial models, reporting processes, and data quality.
Use Excel, business intelligence, ERP/EPM systems, and emerging automation or AI capabilities to improve efficiency and analysis.