FP&A Specialist I
About The Position
The Financial Planning & Analysis (FP&A) professional leads key financial planning, forecasting, reporting, and analytical activities supporting the North America region. This role serves as a strategic business partner to functional leaders and Global FP&A, providing financial insights that drive performance, support decision-making, and align business strategies with financial objectives. The position collaborates closely with Marketing, Operations, Supply Chain, Administration, and Finance teams to enhance financial transparency, accountability, and business results. This role is located in Westfield, Indiana and is not a remote position. Candidates should currently reside within a reasonable commuting distance of Westfield, IN, and be available to work on-site as needed. Preference will be given to local candidates.
Requirements
- Strong financial analysis, forecasting, and financial modeling capabilities.
- Advanced proficiency in Microsoft Excel; experience with financial planning systems and reporting tools preferred.
- Excellent communication, presentation, and business partnering skills.
- Proven ability to influence and collaborate effectively across multiple functions and organizational levels.
- Strong analytical thinking and problem-solving abilities.
- High level of accuracy, attention to detail, and accountability.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.
- Minimum of five (5) years of progressive experience in financial planning and analysis, financial reporting, accounting, or a related finance function.
Nice To Haves
- Experience supporting cross-functional business teams and executive stakeholders preferred.
Responsibilities
- Lead and coordinate financial planning processes, including monthly forecasts, annual budgeting, and mid-term strategic planning activities.
- Analyze monthly financial performance, identify key variances, and communicate actionable insights to business leaders.
- Own EBIT forecasting, reporting, and performance analysis across brands and crop portfolios.
- Partner with cross-functional teams, including Marketing, Supply Chain, Operations, Administration, and Finance, to support strategic and operational decision-making.
- Manage operating expense (OPEX) planning, tracking, forecasting, and reporting.
- Develop, maintain, and enhance financial reporting packages, dashboards, and key performance indicators (KPIs).
- Prepare financial analyses, presentations, and executive summaries for business stakeholders and leadership teams.
- Drive continuous improvement initiatives to strengthen financial planning, forecasting, and reporting processes.
- Collaborate with Global FP&A to implement reporting enhancements, analytical tools, and best practices.
- Build strong working relationships with business partners across the organization to foster financial accountability and informed decision-making.
- Provide financial guidance that supports achievement of business objectives and long-term growth strategies.
- Performs other duties as assigned.
Benefits
- Medical, dental, and vision coverage
- 401(k) with company match (eligible 1 st of the month following date of hire)
- Generous vacation time & paid holidays
- Volunteer Time Off
- Paid parental leave
- Tuition and Health Club reimbursement
- Company paid Long-term and short-term disability insurance
- Company paid life insurance and optional supplemental life insurance
- Health savings account (HSA) with a company contribution
- Flexible Spending Account (FSA)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
