FP&A Analyst

Together We Build - Partnership, Innovation, Excellence, and Safety At Kelso Industries, 4,000+ employees across 40+ companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Join us to grow your career, make an impact, and be part of a team where innovation, excellence, and safety come first. About The Role The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners closely with divisional and subsidiary leaders to consolidate financial results, support budgeting and reforecast cycles, and turn raw ERP data into decision-ready, valuable insights for senior leadership. The ideal candidate is analytically rigorous, comfortable working with large datasets across many operating entities, and eager to build skills across the technical (modeling, BI, ERP), the strategic (long-term planning, business cases, market intelligence), and the financial areas (reporting, budgeting, forecasting, analysis). Key Responsibilities Planning, Budgeting & Forecasting Support the annual budget and periodic reforecast cycles, coordinating inputs and deadlines across multiple divisions and subsidiaries. Build and maintain rolling financial models for revenue, cost, margin, and cash flow at both the subsidiary and consolidated level. Prepare and automate materials for Monthly Business Reviews (MBRs) and divisional performance reviews. Reporting & Consolidation Consolidate monthly financial results across operating entities and reconcile to source systems. Produce recurring management reporting packages, KPI dashboards, and variance analyses (actuals vs. budget vs. forecast vs. prior year vs prior month). Maintain and improve reporting templates and workbooks to ensure consistency and accuracy across the portfolio. Strategic Planning Support long-range planning and multi-year financial projections. Assist with strategic initiatives, market intelligence, business cases, and investment analyses. Evaluate financial implications of growth initiatives, pricing strategies, cost structure changes, and capital investments. Partner with leadership to translate strategy into measurable financial plans. Analysis & Business Partnering Continuously review, investigate, and analyze core metrics to identify trends, variances, and risks; and translate findings actionable measures to support the business short & long-term goals. Perform ad-hoc financial and operational analysis to support strategic and operational decisions. Partner with accounting, operations, and subsidiary finance teams to understand results and improve data quality. Develop best practices, implement process standards, and ensure proper execution across functions and subsidiaries to safeguard reliability in reporting and data. Data & Systems Extract, transform, and validate data from the ERP and BI platforms to support reporting and analysis. Contribute to process automation and the ongoing build-out of self-service reporting and dashboards. Help document data definitions, reporting logic, and standard operating procedures. Qualifications Required Bachelor's degree in Finance, Accounting, Economics, Business, or a related quantitative field. 2-5+ years of experience in FP&A, accounting, corporate finance, consulting, banking, or a similar analytical role. Strong understanding of core financial statements and how they connect (P&L, balance sheet, cash flow). 2+ years of experience in construction, engineering, contracting, manufacturing, or another project-based / capital-intensive industry. Firm grasp of construction accounting concepts such as percentage-of-completion, work-in-progress (WIP) schedules, and over/under billings. Advanced Excel skills, including complex formulas, pivot tables, and financial modeling. High attention to detail with the ability to manage multiple deadlines across a recurring close and forecast calendar. Clear written and verbal communication skills, including the ability to summarize analysis for leadership. Preferred Hands-on experience with an ERP system (e.g., NetSuite) and BI / visualization tools (e.g., Domo, Power BI, Tableau). Exposure to multi-entity or multi-subsidiary consolidation. Core Competencies Analytical rigor — breaks down complex problems and validates conclusions against the data. Ownership — takes responsibility for accuracy and follows work through to completion. Collaboration — builds trust with finance and operating partners across the organization. Curiosity — seeks to understand the "why" behind the numbers and the business. Adaptability — thrives in a fast-moving, growth-oriented environment. Why Join Kelso Industries? Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors. Here You Will Experience Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways. Company Culture: You’ll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable. Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day. Competitive Compensation & Benefits: You’ll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being. Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business #J-18808-Ljbffr