Principal Financial Planning Analyst
About The Position
The Principal FP&A Analyst serves as a key strategic partner to executive leadership, driving financial insight, forecasting accuracy, and data-driven decision making across the enterprise. This role owns the development of complex financial models, business performance analysis, and strategic planning initiatives that directly influence company growth and valuation outcomes. The ideal candidate combines analytical depth with strong business acumen, operating comfortably in a fast-paced, PE-backed environment where precision and agility are critical.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- 9+ years of progressive (OR 7+ with a Master's degree) experience in FP&A, corporate finance, or related analytical roles.
- Government contracting experience
- Advanced financial modeling and analytical skills, with demonstrated ability to translate data into actionable insights.
- Experience with forecasting, budgeting, and variance analysis in a multi-project or multi-business environment.
- Experience working cross-functionally and communicating effectively with executive leadership.
- Experience with Excel, Power BI (or similar), and ERP systems (e.g., Business Central).
- Proven success improving FP&A processes, data automation, or dashboarding initiatives.
- Exceptional attention to detail, accuracy, and intellectual curiosity in a fast-paced, dynamic setting.
Nice To Haves
- MBA, CMA and/or CPA
- Experience in a private equity-backed environment
- Experience in Manufacturing based business
- Familiarity with revenue recognition, indirect rate structures, and cost allocations.
- Experience supporting valuation modeling, M&A, or investor reporting.
- Strong business acumen and executive presence, with the ability to challenge assumptions and influence decisions.
Responsibilities
- Lead the development and maintenance of the company's financial forecast, annual operating plan, and long-range strategic model.
- Partner with executive leadership and functional owners to translate business drivers into actionable financial insights and performance metrics.
- Analyze revenue, margin, and cost trends to identify opportunities for growth, efficiency, and improved profitability.
- Drive monthly and quarterly management reporting, including variance analysis, key performance indicators, and executive-ready presentations.
- Support valuation modeling, scenario planning, and sensitivity analysis for board materials and investor discussions.
- Collaborate cross-functionally to improve forecast accuracy and streamline data flows across ERP, project, and BI systems.
- Build and enhance financial models that support decision-making around pricing, capital allocation, and resource planning.
- Support due diligence, integration, and strategic initiatives related to the company's private equity investment and future exit strategy.
- Develop and refine dashboards and automated reporting tools to improve visibility and speed of information delivery.
- Continuously evaluate and improve FP&A processes, tools, and methodologies to support a more agile, data-driven finance function.
Benefits
- Medical
- Dental
- Vision
- Basic life with AD&D
- Short term disability
- Long term disability
- Ancillary (Voluntary life with AD&D, accident, critical illness, hospital, and pet)
- Spending accounts (HSA, FSA, and DCFSA)
- Paid time off
- Holidays
- 401(k) (including company match)
- Tuition reimbursement
- Leaves (Parental, maternity, and military)
- Annual discretionary bonus (for eligible roles)
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Industry
Professional, Scientific, and Technical Services
Number of Employees
101-250 employees
