POSITION SUMMARY The Senior FP&A Analyst is the primary analytical partner to the Business Controller and a key financial support resource across the company. Reporting to the Business Controller, the role builds the models, reporting, and analysis that turn financial and operational data into insight—so that senior management and the Sales, Marketing, and Manufacturing Operations teams can make faster, better-informed decisions. DUTIES & RESPONSIBILITIES * Support the annual budget, monthly forecast, standard cost, cash forecast, and multi‑year strategic planning cycles so the Company operates against a single, reliable financial plan and can anticipate performance rather than react to it, by gathering and validating stakeholder inputs, assumptions, constraints, and timelines, consolidating them into structured budget and forecast models, and by maintaining the planning calendar — mapping deliverables and dependencies and resolving gaps or bottlenecks before they impact the cycle. * Own the bridge between the demand plan and the financial plan so volume, revenue, and margin assumptions are consistent across Sales, Operations, and Finance and the forecast is defensible at SKU and channel level, by participating in the monthly S&OP cycle, converting the consensus demand plan into a dollarized revenue and margin forecast, and quantifying the financial impact of demand shifts, supply constraints, and import timing. * Develop and manage SG&A expense projections and allocations to give leadership clear visibility and accountability over the Company’s cost base and spending trends, by building bottom-up expense models by department and cost center, working with budget owners to challenge assumptions, reconciling projections to actuals each period, and maintaining the account and cost‑center mapping through the system transition so prior‑year comparatives remain valid. * Build and continuously refine COGS and standard‑cost projection methodologies so margin and cost forecasts are accurate, consistent, and defensible across products, plants, and sourcing origins, by maintaining cost models that incorporate material, labor, and overhead drivers as well as landed‑cost components — ocean freight, duty, and tariff exposure for imported product, testing them against actual results, and updating standards as volumes, rates, tariffs, and operational conditions change. * Consolidate and review product, customer, channel, and plant margins and performance to surface the profitability drivers and risks that matter most to the business, by aggregating margin data across the portfolio, analyzing mix, pricing, and cost dynamics including trade spend, deductions, allowances, and e‑commerce fee structures, and translating the findings into actionable insight for Finance and commercial stakeholders. * Lead the preparation of the monthly financial reporting package, executive memo, together with materials for banks and senior leadership so decision-makers receive a timely, accurate, and well-supported view of financial performance compiling the required financial statements, KPIs, and commentary, driving thoughtful analysis of the P&L and key business metrics, and assembling polished, brand-consistent presentations and supporting schedules that are complete and internally consistent before distribution. * Conduct variance analysis versus budget and forecast across the P&L and key metrics to hold the business accountable to its commitments and explain deviations from plan, by quantifying variances into structured waterfall bridges that isolate volume, price, mix, and cost effects, partnering with business stakeholders to gather detailed drivers, and documenting clear, decision-oriented explanations and recommended actions. * Forecast and analyze inventory and working capital so the Company can fund growth without tying up cash in the wrong inventory, by modeling inventory coverage and receipts against the demand plan and the open purchase order pipeline, quantifying excess and obsolescence exposure, and feeding inventory, receivable, and payable assumptions into the cash forecast. * Develop and maintain management reporting and KPI dashboards to give senior leadership and business partners real-time, decision-ready visibility into financial and operational performance, by building and automating reporting from ERP and BI sources, monitoring progress against plans, and highlighting trends and exceptions that require attention. * Identify, recommend, and help implement process and content improvements to financial reporting and planning to make the finance function faster, more accurate, and more insightful over time, by evaluating current workflows and tools, proposing enhancements, and contributing to standardization, automation, and continuous improvement initiatives, with priority on the ERP transition and on replacing manual workbook routines with repeatable, auditable processes. * Develop capital budgeting models to evaluate risk and ROI for proposed investments so capital is allocated to the initiatives that create the most value for the Company, by building business cases with ROI, payback, cash flow, and scenario analysis and presenting the results and recommendations to Finance and senior leadership. * Perform routine and ad‑hoc financial modeling and business analysis to answer time-sensitive questions and support decision-making across the organization, by leveraging advanced spreadsheet and modeling tools and drawing on ERP and business intelligence data to structure the analysis and deliver well-supported conclusions. REQUIRED EDUCATION, SKILLS & EXPERIENCE * Bachelor’s degree in accounting, Finance, Business, or a related field; MBA a plus * 4 to 10 years of relevant financial analysis experience, including building and maintaining financial models * Strong analytical skills; demonstrated ability to efficiently capture, manipulate, and transform data into information to reach clear conclusions * Working knowledge of planning and performance processes, including annual budget, monthly forecast, and periodic business reviews * Experience in a manufacturing, consumer products, or distribution environment, including standard costing and retail / e‑commerce channel economics, strongly preferred * Detail-oriented, with the ability to translate complex analysis into clear insights * Excellent written and verbal communication skills * High degree of autonomy and disciplined written communication, with the ability to work effectively with a manager and stakeholders in different locations and time zones * Collaborative team player able to build constructive relationships with staff and management * Strong problem-solving skills with a collaborative mindset * Ability to apply knowledge of Generally Accepted Accounting Principles (GAAP) * Experience with Enterprise Resource Planning (ERP) systems and Business Intelligence tools strongly preferred; hands-on involvement in an ERP migration or implementation a strong plus * Advanced Excel (including advanced data modeling, query automation, and large‑dataset transformation) and PowerPoint skills; SQL a plus; comfort leveraging AI tools to improve analysis and productivity DISCLAIMER: The duties listed above are intended only as illustrations of the various types of work that may be performed and is not an inclusive summary of job duties and responsibilities. This job description is subject to change by the Company as the needs of the Company and requirements of the job change.

Senior Financial Planning Analyst

Similar jobs

Explore related jobs