Sr. Financial Analyst, FP&A & Business Systems

Sr. Financial Analyst, FP&A & Business Systems

The Sr. Financial Analyst, FP&A & Business Systems plays a critical role in supporting business decisions through financial analysis, reporting, forecasting, and systems support. This position partners across Finance, Accounting, IT, Sales, and Operations to deliver actionable insights, improve reporting capabilities, and support initiatives that drive business performance and scalability.

The ideal candidate combines strong analytical skills with business curiosity, enjoys working cross-functionally, and is passionate about turning data into meaningful recommendations that influence decision-making.

Reporting Relationship

Reports to: Manager, Financial Planning & Analysis

Financial Planning & Analysis

• Support budgeting, forecasting, long-range planning, and monthly performance reporting processes.
• Analyze financial results and explain variances against budget, forecast, and prior year performance.
• Partner with FP&A leadership and business stakeholders to provide actionable insights that improve operational and financial performance.
• Support executive reporting, KPI development, ROI analysis, and ad hoc financial projects.
• Bring a strategic mindset while maintaining strong attention to detail and accuracy in analysis and reporting.

Business Partnership & Decision Support

• Serve as the primary FP&A business partner to Information Technology, supporting budget management and financial planning activities.
• Monitor budget-to-actual spending, forecast updates, and investment requests while ensuring accurate expense tracking and classification.
• Build strong cross-functional relationships across Finance, Accounting, Operations, Sales, and IT to support business initiatives and strategic decision-making.
• Communicate effectively with both financial and non-financial stakeholders, translating complex information into clear recommendations.

Systems & Process Improvement

• Gather business requirements and support the implementation and enhancement of ERP, EPM, BI, and reporting platforms.
• Identify opportunities to automate reporting, forecasting, financial close processes, and data management activities.
• Demonstrate curiosity and a continuous improvement mindset by challenging existing processes and recommending more efficient ways of working.
• Help maintain reporting integrity, data quality, and consistency across business functions.

Requirements

• Bachelor's degree in Finance, Accounting, Information Systems, Business, or a related field required
• 3–5 years of experience in FP&A, finance, accounting, or a related analytical role
• Experience supporting budgeting, forecasting, financial reporting, and performance analysis
• Strong analytical and problem-solving skills with the ability to translate data into actionable insights
• Ability to communicate effectively with both finance and non-finance stakeholders
• Advanced Excel skills required
• Experience with Power BI, Tableau, SAP, OneStream, Salesforce, or similar reporting and analytics platforms preferred
• Experience partnering with IT, supporting finance systems, or participating in transformation initiatives is a plus

Preferred

• Manufacturing industry experience
• Experience working in a private equity-backed, growth-oriented, or transformation-focused environment
• Background in finance transformation, reporting automation, systems implementation, or process improvement initiatives
• Experience developing dashboards, executive presentations, and decision-support reporting
• Professional certifications such as CPA, CFA, or MBA