FP&A Analyst

the Opportunity•Trussville, AL

7d•Onsite

About The Position

A growing, family-owned organization is seeking a Sr. FP&A Analyst / FP&A Analyst to join its expanding Finance & FP&A team. This is a newly created position designed to support continued growth and the development of a modern FP&A function. This role offers the opportunity to work closely with leadership on financial reporting, budgeting and forecasting, profitability analysis, business intelligence, process improvement, special projects, and M&A-related initiatives. The ideal candidate is analytical, curious, detail-oriented, and comfortable working in a fast-paced environment where priorities can evolve quickly. With approximately $500 million in revenue, the organization offers the resources and complexity of a large company while maintaining the culture and accessibility of a family-owned business. This is an excellent opportunity for someone who wants to make a visible impact and grow their career within an expanding finance organization.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.
2–4+ years of relevant experience for an FP&A Analyst or 5–7+ years for a Senior FP&A Analyst.
Strong financial reporting and analytical experience.
Working knowledge of GAAP and financial statements.
Experience with budgeting and forecasting.
Strong variance analysis and financial modeling capabilities.
Experience with reconciliations and audit-related activities.
Advanced Microsoft Excel skills.
Strong attention to detail and ability to work with large amounts of financial data.
Ability to manage multiple projects and priorities in a fast-paced environment.
Analytical and detail-oriented with a strong ability to identify trends, variances, and opportunities.
Curious and eager to understand how the business operates beyond the numbers.
Hardworking and adaptable, with the ability to thrive in a fast-moving environment.
Comfortable asking questions, learning new systems, and taking ownership of projects.
Strong communicator who can translate financial information into meaningful business insights.

Nice To Haves

Experience with JDE or another major ERP system.
Experience with Planful or another FP&A platform.
Exposure to Anaplan or similar planning/forecasting tools.
Business Intelligence/reporting experience.
Operational finance experience.
Experience supporting acquisitions, integrations, or M&A due diligence.
Experience working with newly acquired businesses or financial system integrations.

Responsibilities

Support monthly and quarterly financial reporting, including variance analysis and management reporting.
Assist with monthly management reviews and quarterly Board of Directors presentations.
Prepare financial presentations, reporting packages, and executive-level decks.
Support the annual budgeting and forecasting process, including preparation of materials for leadership and Board review.
Analyze product segments, customer profitability, sales performance, and overall business performance.
Partner with Sales and Operations to identify opportunities to improve customer wallet share and revenue growth.
Analyze existing customer purchasing activity and identify opportunities to expand product penetration.
Support the financial integration and standardization of newly acquired businesses.
Participate in M&A due diligence and other strategic financial projects.
Report and analyze sales representative performance and key business metrics.
Leverage Business Intelligence tools and data to identify trends, opportunities, and areas for improvement.
Support ERP/system upgrades, integrations, and implementation of new financial processes.
Assist with process improvement initiatives across Finance and FP&A.
Perform financial analysis, reconciliations, and other ad hoc reporting as needed.
Collaborate cross-functionally with Finance, Sales, Operations, and other business leaders.
Support month-end activities as needed, with the primary focus of the role being FP&A rather than accounting close.