Financial Planning & Analysis Analyst

Job Description

Job Description

Hybrid Role

Location:

3441 E Harbour Dr

Phoenix, AZ 85034

Pay Range: 116k - 162k

CLASSIFICATION: Exempt (Administrative)

TRAVEL REQUIREMENTS: less than 10% Average

Are you passionate about using data to drive business decisions? Do you enjoy digging into numbers, identifying

trends, and helping leaders understand what's happening behind the financial results? We are seeking a

motivated Financial Planning & Analysis (FP) Analyst to support budgeting, forecasting, reporting, and

strategic business initiatives across the organization.

In this role, you'll partner with finance leaders and business stakeholders to analyze company performance,

develop financial models, evaluate growth opportunities, and provide insights that support better decision-making.

This is an excellent opportunity for someone who is analytical, detail-oriented, and eager to make a meaningful

impact on the business.

Responsibilities:

Financial Planning & Analysis

• Analyze financial results, operational metrics, and business performance data to support organizational goals.

• Prepare and maintain financial models, dashboards, and reporting tools that provide visibility into company

performance.

• Support annual budgeting, forecasting, and long-range planning processes.

• Consolidate departmental budgets and prepare financial projections for leadership review.

• Perform variance analysis and explain key drivers impacting revenue, profitability, expenses, and working

capital.

• Identify trends, risks, and opportunities through financial and operational analysis and communicate findings to

leadership.

Reporting & Business Insights

• Assist in preparing monthly financial reports for ownership, executive leadership, and field management.

• Develop recurring reports and analysis packages that help leaders make informed business decisions.

• Support monthly and quarterly business reviews with sales, operations, and finance teams.

• Prepare presentations, dashboards, and summaries that communicate financial results in a clear and actionable

manner.

• Ensure reporting is accurate, timely, and useful for both financial and non-financial audiences.

Strategic Growth & Business Support

• Assist with mergers, acquisitions, and other strategic growth initiatives through financial analysis and due

diligence activities.

• Gather and evaluate financial and operational information on acquisition targets.

• Analyze opportunities and risks associated with growth initiatives and provide recommendations to leadership.

• Support integration planning and prepare executive-level presentations and decision-support materials.

• Respond to financial and operational analysis requests from business leaders throughout the organization.

Requirements

• Experience in financial planning, financial analysis, accounting, business analytics, or a related discipline.

• Advanced analytical and problem-solving skills.

• Strong proficiency in Microsoft Excel and financial modeling.

• Experience working with ERP systems, reporting tools, and business intelligence platforms is preferred.

• Ability to analyze large datasets and transform findings into actionable business insights.

• Strong written and verbal communication skills.

• Excellent attention to detail and organizational abilities.

• Ability to manage multiple projects and deadlines in a fast-paced environment.

• Ability to handle sensitive financial and business information with professionalism and discretion.

Benefits

This position is a great opportunity for individuals who are motivated, curious, and excited to grow their career in

finance. You'll gain exposure to budgeting, forecasting, executive reporting, mergers and acquisitions, and

strategic business planning while partnering with leaders across the organization.

We're proud to offer long-term career paths and advancement opportunities, making this more than just a job.

It's a chance to build a career with a company that values people, teamwork, and doing the right thing for our

customers.

Benefits:

• 401(k) and Employee Profit Sharing

• Full-time, steady work

• Opportunities for advancement

• Competitive pay based on experience

• World-class training and paid learning incentives

What are you waiting for? Reach out today!