FP&A

About the role

We are seeking an FP&A / Business Planning Analyst to support financial planning, business analytics, and operational decision-making across the company. This role is a strong fit for you if you have 2–5 years of experience, strong Excel and financial modeling skills, and experience working in a manufacturing environment.

Responsibilities

• Contribute to the monthly forecast, annual budget, and broader financial planning processes
• Build and maintain financial models related to revenue, gross margin, labor, operating expenses, and cash flow
• Evaluate actual results against budget, forecast, and prior periods to identify trends and variances
• Prepare recurring KPI reporting and performance analysis for leadership
• Monitor trends across sales, backlog, production, shipments, labor, and margin
• Develop and maintain dashboards and management reporting tools
• Partner on ad hoc analysis related to pricing, labor, productivity, capex, and other operational decisions
• Help drive ERP-based reporting improvements and data consistency initiatives
• Contribute to the continued development of planning processes and reporting infrastructure as the business scales

Requirements

• 2–5 years of experience in FP&A, financial analysis, business analysis, or a related role
• Experience working in a manufacturing environment preferred
• BS in Finance, Economics, Business Analytics, Business Management, or a related field
• Advanced Excel capabilities, including financial modeling and data analysis
• Deep proficiency in BI and reporting tools such as Tableau, Power BI, and Anaplan
• Demonstrated analytical and problem-solving abilities with the ability to translate data into actionable business insights
• Confidence working with large datasets and supporting forecasting, reporting, and planning processes
• Effective communication skills and the ability to collaborate across finance and operational teams
• Exceptional attention to detail and a proactive mindset
• Experience with Epicor or other ERP systems is a plus
• Experience with HubSpot or other CRM systems is a plus

Qualifications

• You have a strong analytical mindset
• You can move between detailed analysis and big-picture thinking
• You are comfortable in a fast-paced, hands-on manufacturing environment
• You are excited to help build structure, visibility, and stronger decision-making across the business

Skills

• Strong analytical and problem-solving skills
• Advanced Excel capabilities
• BI and reporting tools proficiency (Tableau, Power BI, Anaplan)
• Effective communication and collaboration skills
• Attention to detail and proactive mindset
• ERP and CRM system experience (Epicor, HubSpot)

Benefits

• Multiple PPO/HMO plans to choose from
• Low-cost Dental add-on
• No-cost Life Insurance Policy
• Paid Holidays, Sick Time & Vacation Days
• 401K Plan