Financial Planning Analyst

Methods Machine Tools Inc•Sudbury, MA

11h

About The Position

Methods Machine Tools was established in 1958 with three employees and a handful of refurbished machines. Since then, the company has become one of the largest privately owned machine tool importers in North America. Methods designs and implements custom machining setups, including machine tool selection, automation integration, and turnkey automation cells. The corporate campus in Sudbury, Mass., comprises a showroom/technical center, which contains automation, applications, and a full range of cutting-edge machines. Methods has more than 300 employees, 7 technology centers, 1 high precision machining center, and has installed more than 45,000 machines throughout North America. Job Summary: The FP&A Analyst is responsible for supporting financial planning, forecasting, and analysis activities for a manufacturing organization within the CNC machine tool industry. This role partners closely with operations, sales, and service teams to provide data-driven insights that improve profitability, cost control, and strategic decision-making. The analyst plays a key role in budgeting, variance analysis, and performance reporting across production, inventory, and service operations.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field
2–5+ years of FP&A, corporate finance, or accounting experience
Strong understanding of cost accounting and manufacturing financial metrics
Advanced proficiency in Microsoft Excel; experience with ERP systems (e.g., SAP, Oracle, or similar)
Strong analytical, problem-solving, and communication skills
Ability to work cross-functionally in a fast-paced, project-driven environment
Financial modeling and data analysis
Business partnering and communication
Attention to detail and accuracy
Strategic thinking and commercial awareness
Ability to translate data into actionable insights

Nice To Haves

Experience in the CNC machine tool, capital equipment, or industrial manufacturing industry strongly preferred
Experience with financial planning and BI tools (e.g., Power BI, Snowflake and AI-driven software platforms) preferred

Responsibilities

Assist in developing and maintaining annual budgets, quarterly forecasts, and long-range financial plans
Analyze financial results, including revenue, margins, and operating expenses, and explain variances to plan
Partner with manufacturing, supply chain, and service teams to monitor cost drivers (labor, materials, overhead)
Support standard cost development, cost roll-ups, and inventory valuation processes
Prepare monthly financial reporting packages, dashboards, and KPIs for leadership
Assist with pricing analysis, margin improvement initiatives, and capital investment evaluations
Conduct profitability analysis by product line, customer, and service offering
Support sales forecasting and backlog analysis specific to capital equipment and aftermarket/service revenue
Identify trends, risks, and opportunities, providing actionable recommendations
Improve financial models, reporting tools, and data accuracy (ERP/BI systems)
Assist with month-end close activities and financial reconciliations