Senior Financial Planning Analyst

Winnebago Industries•Nappanee, IN

About The Position

Support Newmar’s financial planning and analysis (FP&A) function by turning financial and operating data into clear insight for leadership decisions. Develop budgets, forecasts and analysis that show how demand, production, product mix and cost shape results. Work closely with Finance, Operations, Sales and other teams to help Newmar grow profitably and meet Winnebago Industries expectations. The role builds and maintains models for the annual budget, rolling forecasts and long-term plans; prepares monthly business review materials; analyzes profitability by model, product line and option; tracks key performance measures; and develops business cases and return-on-investment analyses. It works with Accounting to connect forecasts to actual results, support month-end close and keep reporting data consistent. The analyst leads projects with little direction, prepares reports for Newmar leaders and Winnebago Industries corporate finance, and presents findings and recommendations to the CFO and leadership team. The role also improves planning and reporting tools to reduce manual work and accelerate forecasting. In partnership with IT, it uses automation, analytics, dashboards and AI tools to provide faster, more accurate insight. Models should be well documented, controlled and easy for others to use, and sensitive information must be handled responsibly. Success is measured by accurate, timely budgets, forecasts and monthly reports; forecasts that meet agreed accuracy targets and clearly explain results; trusted analysis that informs business decisions; reduced manual work and reporting time; and positive feedback from the CFO and business partners.

Requirements

Bachelor’s degree in finance, accounting, economics or a related field.
Five or more years of financial planning and analysis or related finance experience.
Strong understanding of financial planning, budgeting, forecasting, cost accounting and financial statements.
Advanced Excel skills and experience building financial models.
Clear communication skills, including the ability to explain complex financial information to finance and nonfinance leaders.
Curiosity, attention to detail, sound judgment, confidence challenging assumptions, teamwork and follow-through.

Nice To Haves

MBA, CPA or CMA.
Financial planning and analysis experience at a manufacturer.
Experience with RV, automotive, marine or other highly configured products.
Experience with ERP, financial reporting and business intelligence tools such as Power BI.
Infor XA experience.
Experience using automation or AI tools to improve reporting.
Experience preparing reporting that meets publicly traded company requirements, such as SEC and SOX standards, and supporting a corporate finance team.

Responsibilities

Build and maintain models for the annual budget, rolling forecasts and long-term plans.
Gather input from department leaders and test assumptions related to retail and wholesale demand, dealer inventory, backlog and production rates.
Prepare monthly business review materials.
Explain results against budget, forecast and prior year, including the effects of volume, price, mix, material, labor, overhead and warranty.
Connect financial results to dealer activity, backlog and changes in the RV market.
Analyze profitability by model, product line and option, and support pricing, incentive and product decisions.
Track measures including margin, cash, working capital, production rates and forecast accuracy, and identify risks and opportunities early.
Build business cases and return-on-investment analyses for capital projects, new products and process improvements.
Work with Accounting to tie forecasts to actual results, support month-end close and maintain consistent data across reports.
Lead analysis projects from framing the question through recommending next steps, with little direction.
Prepare reporting and analysis for Newmar leaders and Winnebago Industries corporate finance, and present findings and recommendations to the CFO and leadership team.
Improve planning and reporting tools to reduce manual work and speed up forecasting.
Partner with IT on automation, analytics, dashboards and AI tools to deliver faster and more accurate insight.
Keep models documented, controlled and easy for others to use, and protect sensitive information.
Perform other related duties as assigned.