Sr. FP&A Analyst

Core Transformers•Seneca, SC

11d•Onsite

About The Position

CORE Transformers is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to serve as the business unit’s lead source of financial insight. Reporting directly to the CFO, the analyst owns monthly financial reporting, analyzes business results and trends, and communicates clear, actionable findings to senior leadership. The role partners with Accounting and leaders in operations, sales, and supply chain to support business decisions, planning, and performance management. This is an on-site position at CORE Transformers’ facility in Seneca, South Carolina. The company describes itself as a small business with big-business results and is expanding its finance team to support its goals.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
At least 5 years of progressive experience in FP&A, corporate finance, or a related analytical role.
Demonstrated experience preparing monthly financial reporting packages and performing variance analysis.
Proven ability to present financial results and recommendations to senior or executive leadership.
Advanced Microsoft Excel skills, including financial modeling, pivot tables, lookups, and complex formulas.
Proficiency with PowerPoint for building executive-ready presentations.
Working knowledge of GAAP and core accounting principles.
Experience with an ERP system such as SAP, Oracle, Microsoft Dynamics, or Epicor, or a similar system.
Ability to work on-site daily at the CORE Transformers facility.

Nice To Haves

Experience in a manufacturing environment, ideally in electrical equipment, power transformers, or industrial products.
Knowledge of cost accounting, standard costing, and inventory valuation.
Experience with business intelligence and data visualization tools such as Power BI or Tableau.
Familiarity with FP&A or planning software such as Adaptive Planning, Anaplan, or Hyperion.
Experience supporting a growing or private-equity-backed business.

Responsibilities

Analyze monthly, quarterly, and annual business unit results, including revenue, gross margin, operating expenses, and EBITDA.
Perform variance analysis of actual results against budget, forecast, and prior periods; identify root causes and business drivers.
Analyze product-line, customer, and order profitability, including material, labor, and overhead cost trends in transformer manufacturing.
Track and analyze KPIs such as backlog, bookings, pricing, cost per unit, inventory levels, and working capital.
Build and maintain financial models for pricing decisions, capital investments, capacity planning, and other business cases.
Own preparation and delivery of the monthly business unit financial reporting package on the established close calendar.
Partner with Accounting to reconcile results and ensure the accuracy, consistency, and integrity of reported financial data.
Develop and maintain standardized reports, dashboards, and KPI scorecards.
Prepare supporting schedules and commentary for month-end close, audits, and ad hoc requests from the CFO.
Present business results, trends, risks, and opportunities to the CFO and senior leadership in a clear, concise, and actionable format.
Translate complex financial data into executive summaries, presentations, and recommendations.
Partner with operations, sales, and supply chain leaders, answering questions and supporting decision-making.
Prepare materials for leadership meetings, board presentations, and business reviews as directed by the CFO.
Lead or support the annual budget process and periodic rolling forecasts for the business unit.
Develop forecast assumptions with operational leaders and monitor performance against plan.
Conduct scenario and sensitivity analysis to assess the effects of changes in demand, commodity costs such as copper and steel, and other key variables.
Identify and implement improvements to reporting, analysis, and close processes, including automation and system enhancements.
Support special projects, strategic initiatives, and ad hoc analysis as assigned by the CFO.