Senior Financial Planning & Analysis (FP&A) Analyst
About The Position
R.F. MacDonald Co., a Cleaver-Brooks company, is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join its Finance team in Hayward, California. This onsite, full-time, exempt role offers an opportunity to partner with leadership and cross-functional teams on financial planning, forecasting, budgeting, and performance analysis. The analyst will translate financial data into insights, identify improvement opportunities, and help shape financial strategies in a collaborative, fast-paced environment. R.F. MacDonald Co. was founded in 1956 and provides boiler and pump solutions to commercial and industrial customers throughout California and Nevada. The company has nearly 300 employees and specializes in equipment sales, engineering, installation support, maintenance, and field service. As part of Cleaver-Brooks, R.F. MacDonald combines its customer relationships, technical expertise, and service capabilities with the resources and industry leadership of a global provider of integrated boiler and thermal energy solutions.
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 the 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 departments to understand business drivers, evaluate performance, and support informed decisions.
- Prepare monthly financial reports, variance analyses, and management presentations.
- Provide financial analysis for potential investments, acquisitions, and other strategic business decisions.
- Identify ways to streamline financial reporting, strengthen forecasting accuracy, and improve efficiency.
- Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
