Senior Financial Analyst, FP&A Systems Lead

Rogers • Nashville, TN

5d • Onsite

About The Position

Rogers Group is seeking a Senior Financial Analyst, FP&A Systems Lead to join their Financial Planning & Analysis team. This new role has a dual purpose: contributing to financial planning, analysis, and reporting cycles, and serving as the internal IBM Planning Analytics systems lead for the FP&A function. This is not a pure systems role; it involves significant financial analysis work, including supporting budgeting, forecasting, and management reporting, alongside system administration, user support, and platform readiness for IBM Planning Analytics. The role will partner with the Manager, Financial Systems & BI for technical escalations and architectural guidance, and collaborate with FP&A analyst peers to ensure smooth system operation for the organization.

Requirements

• Bachelor's degree in Finance, Accounting, Information Systems, Business, or related field.
• 3+ years of experience in financial planning and analysis — with hands-on work in budgeting, forecasting, variance analysis, or management reporting.
• Demonstrated experience with IBM Planning Analytics (TM1) as an end user or power user — including PAW, PAfE (Excel add-in), and familiarity with planning workflows.
• Strong Excel modeling skills — able to build financial models and analytical tools from scratch.
• Detail-oriented with genuine documentation discipline — maintaining accurate system documentation is a core expectation of this role, not an afterthought.
• Strong communicator — able to translate system and process information clearly for non-technical finance users and operational stakeholders.
• Comfortable using AI tools (e.g., Claude, Microsoft Copilot) as a productivity multiplier for analysis, documentation, and problem-solving.

Nice To Haves

• Experience with IBM Planning Analytics system administration — user provisioning, security groups, application groups, workbook roll-forwards, or chore management.
• Exposure to TurboIntegrator (TI) processes, Rules files, or MDX at a power-user level — enough to read and understand existing processes, not necessarily to author new ones from scratch.
• Familiarity with Oracle ERP as a data source for financial reporting.
• Experience working with Power BI dashboards as an end user.
• Experience in mining, construction, aggregates, manufacturing, or project-based industries.
• IBM Planning Analytics certification or coursework.
• Progress toward CPA, CMA, or related certification.

Responsibilities

• Support the Manager, FP&A across planning, forecasting, and financial analysis cycles — contributing to the annual business plan, rolling forecasts, and Strategic Plan as assigned.
• Build and maintain financial models in Excel and IBM Planning Analytics — supporting variance analysis, management reporting, and ad hoc analytical requests.
• Prepare financial reporting materials for senior leadership, operating reviews, and Board of Directors meetings as directed by the Manager, FP&A.
• Support cross-functional analysis alongside the Sr FA — Corporate and Sr FA — Operations — bringing systems perspective to planning and reporting work.
• Contribute to proactive financial analysis — identifying trends, surfacing risks, and building analytical tools that improve the team's planning accuracy.
• Serve as the FP&A team's primary IBM Planning Analytics super user — the first point of contact for user questions, access issues, and system support requests from finance and operational users.
• Add new users and assign security access as help desk tickets are received — managing provisioning within established security model guidelines.
• Conduct quarterly user license reviews to ensure compliance with license counts, coordinating with area controllers and reporting results to the Manager, Financial Systems & BI.
• Maintain the IBM Planning Analytics Business Administration Guide — keeping documentation current as configurations, processes, and security models evolve.
• Communicate system issues, alerts, maintenance windows, and plan-period transitions to the user community in a clear and timely manner.
• Manage application group membership and read/write access permissions throughout the planning calendar — adjusting user access as plan phases open and close across the organization.
• Lead the roll-forward of system workbooks, processes, and chores in advance of new reporting and planning periods — executing against a documented checklist with Manager, Financial Systems & BI sign-off before production changes are applied.
• Maintain a working relationship with the Manager, Financial Systems & BI — escalating technical issues that exceed super user scope promptly and providing clear documentation of what has been attempted.
• Partner with finance and operational users to understand IBM PA pain points and surface enhancement requests to the Manager, Financial Systems & BI for prioritization.
• Support the Manager, FP&A in communicating system changes, planning calendar updates, and training needs to the broader FP&A analyst team.
• Maintain awareness of IBM Planning Analytics release updates and communicate relevant changes to the team and the Manager, Financial Systems & BI.

Benefits

• Medical, Dental, Vision Insurance plus Health Savings Account with annual company contribution.
• Company provided Group Life and Accidental Death & Dismemberment insurance.
• Retirement 401(k) with company contribution and match at one year of service.
• Company provided Short- and Long-Term Disability.
• Paid Holiday’s including Christmas shutdown between Christmas and New Years Day.
• Paid vacation available after 180-day probationary period and accrued based on years of service.
• Annual performance-based merit increases.
• Career growth/advancement opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior