FP&A Intern

CSW Industrials•Rockwall, TX

About The Position

This project will design and implement a centralized Cost–Volume–Profit (CVP) analysis tool to support financial planning, pricing decisions, and profitability analysis across the organization. The tool will enable the finance team to consistently model the relationships between costs, volume, pricing, and margins, improving visibility into breakeven points and profit sensitivities under different business scenarios. The CVP tool will consolidate fixed and variable cost inputs in a structured, auditable format, support multiple scenarios (base, upside, downside, what-if analyses), calculate key metrics including contribution margin, breakeven volume, and target profit volumes, allow analysis by product, customer, region, or business line, and provide clear visual outputs (charts, tables, and summaries) for management reporting. By replacing ad-hoc spreadsheets with a standardized CVP platform, the finance team will reduce manual effort and errors in financial analysis, improve consistency and transparency in profitability discussions, enable faster, data-driven decisions related to pricing, cost management, and growth strategies, and strengthen support for budgeting, forecasting, and strategic planning initiatives. The primary users are the Finance team (FP&A, pricing, commercial finance), with secondary users including business leaders, operations, and sales leadership. The Project Owner is the FP&A Manager (John Okichich), and technology partners include Finance systems/IT. The deliverable is an Excel or Tableau tool built and saved on a shared drive for the finance team to use for flux analysis monthly with appropriate slicers/filters that can be refreshed with JDE data.

Requirements

Currently pursuing a degree in Business Administration, Accounting or Finance
Strong organizational skills and attention to detail
Ability to handle confidential information with professionalism
Strong communication and interpersonal skills
Ability to multitask and adapt in a fast-paced environment
Proficiency in Microsoft Office (Excel, Word, Outlook)
Customer-focused with a professional and positive attitude.
Self-motivated, detail-oriented, and capable of working independently.

Nice To Haves

Ability to lift, move, and organize files and boxes (up to ~25 lbs)
Ability to stand, bend, and move during organization projects

Responsibilities

Design and implement a centralized Cost–Volume–Profit (CVP) analysis tool.
Consolidate fixed and variable cost inputs in a structured, auditable format.
Support multiple scenarios (base, upside, downside, what-if analyses).
Calculate key metrics including contribution margin, breakeven volume, and target profit volumes.
Allow analysis by product, customer, region, or business line.
Provide clear visual outputs (charts, tables, and summaries) for management reporting.
Reduce manual effort and errors in financial analysis.
Improve consistency and transparency in profitability discussions.
Enable faster, data-driven decisions related to pricing, cost management, and growth strategies.
Strengthen support for budgeting, forecasting, and strategic planning initiatives.
Refresh with JDE data.