FP&A Financial Analyst

Evolution Motion Solutions•Farmers Branch, TX

About The Position

The FP&A Financial Analyst supports the company’s financial planning, budgeting, and reporting activities. The role builds and maintains models, dashboards, and analyses that turn financial and operational data into insight for business leaders, emphasizing automation and the use of business intelligence and AI tools to deliver faster, deeper analysis. The analyst prepares financial reports, analyzes variances and profitability, supports budgeting and scenario planning, and partners with business leaders to translate analysis into actionable recommendations. The role also improves reporting and reconciliation processes, works with ERP and related-system data, documents recurring processes, and communicates findings to financial and non-financial audiences.

Requirements

Bachelor’s degree in finance, accounting, economics, data analytics, or a related field.
Two to three years of related experience in financial planning and analysis, accounting, or business analytics; corporate business experience is preferred.
Hands-on experience building and maintaining reports and dashboards in Power BI.
Advanced Excel and financial modeling skills, including experience working with large data sets.
Proficiency in Power BI, including data modeling, DAX measures, and report design.
Ability to leverage AI tools to accelerate analysis and deepen insights, with the judgment to validate results before relying on them.
Working knowledge of ERP systems and ability to pull, reconcile, and validate data from source systems.
Strong analytical skills and exceptional attention to detail and accuracy.
Clear written and verbal communication skills, including the ability to explain financial results to non-financial audiences.
Strong problem-solving skills, including identifying issues, gathering and analyzing information, and resolving problems in a timely manner.
Ability to work independently, manage multiple deadlines, and prioritize in a fast-paced environment.
Curiosity and a continuous-improvement mindset, including actively seeking better tools and methods.
Ability to effectively communicate using company-issued technology.
Ability to perform the described physical demands, including frequent computer and telephone use and occasional movement between work areas or transport of items such as a laptop, files, or reports.

Nice To Haves

Coursework, certification, or demonstrated self-study in business intelligence, data analytics, or AI tools.
Experience with Epicor Prophet 21 (P21) or a comparable distribution ERP.

Responsibilities

Prepare daily, weekly, monthly, quarterly, and annual financial reports and deliver them to business leaders on schedule.
Conduct variance analysis of actual results to budget and prior year, and explain key drivers.
Perform profitability analysis by product category, end market, business unit, vendor, and individual customer.
Build, publish, and maintain Power BI dashboards and reports that provide leaders with self-service access to key metrics.
Perform ad hoc analysis as needed.
Support the annual budgeting process by gathering business-unit input, consolidating schedules, and maintaining budget templates and version control.
Build and maintain financial models for scenario analysis and planning assumptions.
Partner with sales, operations, and functional leaders to gather assumptions and translate analysis into actionable recommendations.
Support monthly budget reviews, including comparisons to budget and prior year, preparation of materials, and follow-up on action items.
Assist in modeling the financial impact of new initiatives, pricing actions, and market expansion opportunities.
Automate recurring data-gathering, reporting, and reconciliation tasks to shorten cycle times and reduce manual work.
Apply AI tools to accelerate analysis, summarize results, draft commentary, and improve data quality, validating outputs before they inform decisions.
Extract and reconcile data from the company’s ERP, Epicor Prophet 21, and related systems, and help maintain a clean, well-documented data structure.
Document processes and maintain workpapers so recurring deliverables are repeatable, scalable, and easy to review.
Take ownership of assigned deliverables and ensure they are accurate, complete, and on time.
Present findings clearly and concisely to financial and non-financial audiences.