Sr. FP&A Analyst
About The Position
CORE Transformers is seeking an experienced Senior Financial Planning & Analysis (FP&A) Analyst to support its business unit in Seneca, South Carolina. The Senior FP&A Analyst is the business unit’s lead source of financial insight and reports directly to the CFO. This on-site role owns monthly financial reporting, analyzes business results and trends, and translates findings into clear, actionable messages for senior leadership. The position partners with Accounting and leaders in operations, sales, and supply chain to support reporting, planning, forecasting, decision-making, and process improvement. The successful candidate combines strong analytical and financial modeling skills with the ability to explain financial performance, its drivers, and potential actions to leadership.
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 creating executive-ready presentations.
- Working knowledge of GAAP and core accounting principles.
- Experience with an ERP system such as SAP, Oracle, Microsoft Dynamics, Epicor, or a similar system.
- Ability to work on-site daily at the CORE Transformers facility in Seneca, South Carolina.
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.
- Compare actual results with budgets, forecasts, and prior periods; identify variances, 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 business unit’s monthly financial reporting package according to the established close calendar.
- Partner with Accounting to reconcile results and ensure reported financial data is accurate, consistent, and reliable.
- Develop and maintain standardized reports, dashboards, and KPI scorecards.
- Prepare supporting schedules and commentary for month-end close, audits, and CFO requests.
- Present business results, trends, risks, and opportunities to the CFO and senior leadership in a clear, concise, actionable format.
- Translate complex financial data into executive-level summaries, presentations, and recommendations.
- Partner with operations, sales, and supply chain leaders, answering questions and supporting their 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 analyses on changes in demand, commodity costs such as copper and steel, and other 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
