FP&A (Financial Planning & Analysis)

Accelevation•Miamisburg, OH
•Onsite

About The Position

As a Financial Planning and Analyst, you’ll provide critical insights and reporting that enable Accelevation’s rapid growth. You’ll analyze financial data, prepare reports, and deliver KPIs that guide strategic decisions—ensuring our financial systems scale effectively with the business.

Requirements

  • Bachelor’s degree in Accounting or Finance
  • GAAP knowledge required
  • Advanced Excel skills
  • Strong communication skills
  • Willingness to travel <10%

Nice To Haves

  • 2+ years FP&A experience preferred
  • Salesforce and Epicor experience preferred

Responsibilities

  • Prepare weekly sales pipeline and bookings reports tracking critical KPIs for performance management
  • Own the companywide SIOP process, managing sales data from lead through bookings
  • Manage and prepare commissions calculations for eligible functions
  • Partner with Accounting to review and prepare monthly financial statements, including revenue reconciliation
  • Participate in annual budgeting and quarterly forecasting
  • Prepare and review financial KPIs with all functions monthly to analyze variances and drive performance
  • Drive improvements in data quality and reporting
  • Support leadership and executive team with data-driven analysis
  • Participate in strategic projects including acquisitions and process improvement

Benefits

  • Competitive salary
  • Paid time off
  • 401(k) with company match
  • Health, dental, and vision insurance
  • Collaborative, high-energy workplace
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