Senior Financial Planning & Analysis (FP&A) Analyst

Cleaver-Brooks • Hayward, CA

6d • Onsite

About The Position

R.F. MacDonald Co. is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join its Finance team. The role partners with leadership and cross-functional teams to support financial planning, forecasting, budgeting, and performance analysis. The analyst translates financial data into insights, identifies opportunities for improvement, and supports the development of financial strategies in a collaborative, fast-paced environment.

The position is onsite in Hayward, California, and is full-time and exempt. The listed annual salary range is $140,000–$150,000. R.F. MacDonald Co., founded in 1956, provides boiler and pump solutions to commercial and industrial customers throughout California and Nevada. The company has nearly 300 employees and is part of Cleaver-Brooks.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or a related field.
• At least 4 years of experience in financial planning and analysis, accounting, or a related finance function.
• Strong financial modeling, forecasting, budgeting, and analytical capabilities.
• Advanced proficiency in Microsoft Excel and experience with financial reporting systems.
• Solid understanding of GAAP, financial statements, and accounting principles.
• Ability to analyze complex financial information and communicate findings clearly to business leaders.
• Strong organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities, work independently, and collaborate effectively across teams.

Nice To Haves

• 5–8 years of progressive experience in Finance, Accounting, or a related discipline.
• Experience with NetSuite and/or Adaptive Planning.
• Experience in construction, industrial services, or related industries.
• Experience supporting financial analysis across multiple business units or operational functions.

Responsibilities

• Support annual budgeting, forecasting, and long-range financial planning initiatives.
• Analyze financial results, trends, and variances to identify business opportunities, risks, and areas for improvement.
• Develop and maintain financial models for business planning, operational performance, and strategic initiatives.
• Collaborate with business leaders and cross-functional teams to understand business drivers, evaluate performance, and support decision-making.
• Prepare monthly financial reports, variance analyses, and management presentations.
• Provide financial analysis for potential investments, acquisitions, and other strategic business decisions.
• Identify opportunities to streamline financial reporting, strengthen forecasting accuracy, and improve efficiency.
• Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.

What This Job Offers

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