Corporate Finance & Planning Analyst

About the role

PennEngineering is seeking a motivated, excited individual to be a part of the Corporate Finance Team. As the Corporate Finance & Planning Analyst, you’ll collaborate with teams that do truly amazing things and contribute to work that matters in Manufacturing and Engineering.

Responsibilities

• Act as a strategic finance partner to corporate and functional leaders, providing insight and analysis to support decision-making.
• Deliver financial analysis, modeling, and business case evaluations to support strategic initiatives and investments.
• Lead financial reviews including variance analysis, risk identification, and performance tracking.
• Challenge and support leadership on cost management, resource allocation, and value creation opportunities.
• Support headcount planning and workforce cost tracking in partnership with HR and department leaders.
• Identify and implement process improvements to streamline cost center reporting, approvals and tracking.
• Partner with leadership to develop budgets, forecasts, and long-range financial plans aligned with corporate strategy.
• Assist FP&A Manager in coordinating the annual budget and forecast cycles, consolidating and reviewing inputs across business units.
• Support preparation of operating plans, capital budgets, and financial outlooks.
• Develop financial models to track performance, forecast trends, and support business planning.
• Develop allocation methodologies for shared corporate costs across business units, where applicable.
• Prepare corporate department reporting for senior leadership, highlighting total corporate spending totals versus plan and prior year.
• Assist in preparation and review of Board and senior management reporting deliverables.
• Support the month-end close process, including review of accruals, variance analysis, and financial performance reporting for the Corporate Business Unit.
• Analyze P&L, balance sheet, and cash flow performance to identify improvement opportunities.
• Provide oversight of fixed assets and working capital metrics.
• Support cost analysis and improvement initiatives.
• Collaborate with IS, Marketing, Quality and other functions to improve financial processes and reporting for the Corporate Business Unit.
• Drive process improvements, system enhancements, and efficiency initiatives across the Corporate Business Unit.

Requirements

• Bachelor’s degree in Accounting, Finance, or related discipline required.
• CPA, MBA, or other professional certification preferred.
• 3+ years of progressive experience in corporate finance, FP&A, or a business partnering role, ideally supporting corporate / overhead functions.
• Strong understanding of internal controls and financial systems.

Skills

• Strong analytical, financial modeling, and problem-solving capabilities.
• Strategic and commercial mindset with the ability to influence decision-making.
• Excellent communication and stakeholder management skills.
• Strong attention to detail combined with a “big picture” view of total corporate cost structure.
• Ability to manage multiple priorities in a fast-paced environment.
• Confidence challenging spend decisions and holding leaders accountable.
• Strong knowledge of ERP systems and advanced proficiency in Excel and financial tools.

Benefits

• Medical, Dental, and Vision (employer paid)
• Parental Leave
• 401k with Employer Match
• Paid time off and holidays
• Tuition reimbursement
• Community Volunteering
• Talent Referral Bonus Program
• Onsite Fitness Center
• Employee Centric Culture
• Company Provided Technology (laptop, phone, monitors for office and home environment)