Senior FP&A Analyst - Direct

About the role

Culligan as One: Customers come first
Commitment to Innovation
Courage to do what's right
Consistently deliver exceptional results

Key Responsibilities

• Play a significant role in the preparation of the annual Budget, quarterly Forecasts and Long-Range Plan for the Direct business
• Develop and maintain detailed financial models that generate insights into sales/demand pipeline, pricing and other key operational metrics
• Partner with the SVP, Sales to identify opportunities for sustainable growth in Equipment Revenue and margins
• Partner with the Director, Coffee and Consumables to identify opportunities for sustainable Revenue growth in Enhanced Water, Coffee and Consumables and margin improvement
• Develop and deliver accurate and insightful monthly financial reports, variance analyses, and performance dashboards to drive informed operational decision making
• Continuously enhance financial processes, reporting accuracy, and forecasting tools and methodologies for scalability and efficiency
• Drive automation and efficiency in FP&A processes
• Prepare and present variance analysis and executive level reporting to the Culligan Quench leadership team
• Develop, maintain, and expand relationships with the operational leaders of the Direct business as well as the broader Culligan Quench finance team
• Travel periodically to company headquarters in King of Prussia, PA for team meetings and strategic planning sessions

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
• 5-7 years of progressive experience in Corporate FP&A or financial analysis roles
• Strong knowledge of financial planning, budgeting, forecasting, and modeling
• Advanced proficiency in Microsoft Excel and financial reporting systems (e.g., Hyperion)
• Experience with ERP systems is a plus
• Excellent communication, presentation, and interpersonal skills
• Highly organized, detail-oriented, and able to manage multiple priorities in a remote environment
• Comfortable working independently and collaboratively across all levels of the organization