FP&A Analyst (Performance Reporting & Profitability)

Heliene•Rogers, MN

8d•$70,000 - $90,000•Hybrid

About The Position

The FP&A Analyst (Performance Reporting & Profitability) reports to the Director of Finance and owns Heliene’s monthly management reporting package and the margin analysis behind it. The role explains monthly results across the company’s three business lines—in-house manufacturing, US OEM, and foreign OEM—and quantifies margin variances between quote and shipment. The analyst also owns Finance’s financial reporting semantic model in Microsoft Fabric and leads development of the Finance Data Agent. The role requires strong analytical and data-modelling capabilities and collaboration with Operations, Supply Chain, Sales, Accounting, HR, and IT to identify and address root causes. It supports budgeting and forecasting, produces financial dashboards and reporting, and provides actionable analysis for business decision-making.

Requirements

Bachelor’s degree in accounting, finance, or a related field, with 4 years of experience in an FP&A or Financial Analyst role in manufacturing, or an equivalent combination of education, training, and experience.
Experience with product costing, bills of materials (BOM), yield, and margin analysis in a manufacturing environment.
Track record of building margin or variance bridges that operations teams acted on.
Experience working with ERP transaction data, including production orders, item ledger, and value entries.
Advanced Excel skills, including pivot tables, Power Pivot, Power Query, and lookup functions.
Ability to work independently to tight month-end deadlines with a high degree of accuracy.
Ability to write clear, concise commentary for senior leadership.

Nice To Haves

CPA designation or working toward a CPA designation.
Experience with Microsoft Dynamics Business Central.
Experience building Power BI semantic models and DAX measures.
Microsoft Fabric, Lakehouse, or star-schema data modelling experience, and interest in conversational AI for finance.
Knowledge of US GAAP and IFRS.
Experience in solar or other industrial products.

Responsibilities

Own preparation of the monthly management reporting package, including the income statement, balance sheet, cash flow, and variance analysis against budget, forecast, and prior year.
Prepare and present revenue, gross margin, and EBITDA bridges, identifying business drivers and explaining performance variances across business lines.
Analyze manufacturing performance metrics, including overhead costs, conversion cost per watt, labor productivity, and operational efficiency.
Partner with Operations, Supply Chain, Sales, HR, Accounting, and IT to gather data, validate results, and support business decisions.
Lead monthly profitability and margin analysis, identifying drivers of volume, price, mix, material costs, quality losses, and manufacturing performance.
Develop and maintain customer, contract, and business-line profitability reporting, including margin leakage analysis and actionable improvement recommendations.
Build and maintain financial reporting semantic models in Microsoft Fabric and support conversational AI solutions within Microsoft 365 Copilot.
Design and maintain Power BI dashboards, KPI scorecards, and reporting solutions that provide consistent financial insights across the organization.
Support annual budgeting and forecasting by partnering with department leaders on operating expense and capital expenditure plans.
Monitor departmental spending, capital projects, and headcount against budget, providing variance analysis and recommendations.
Perform other duties as assigned by the Director of Finance or delegate.