Financial Planning & Analysis (FP&A)

Job Description

Job Description

Description:

Financial Planning & Analysis (FP&A) Finance | Full-Time | On-Site

Location: Dallas, TX (75206)

Financial Planning & Analysis (FP&A) Analyst

We are building a modern, AI-empowered Finance function inside a growing private equity-backed manufacturing business — and we’re looking for an FP&A Analyst who is ready to learn fast, contribute broadly, and grow your career.

This is not a narrow, task-based role. From day one you will be involved across financial planning, cash flow forecasting, accounting partnership, financial reporting, and AI-powered automation — working directly alongside the CFO and Accounting team in a hands-on, high-visibility environment. You will be trained on and expected to actively use AI tools, including Anthropic’s Claude integrated with our ERP (NetSuite), to build smarter models, workflows and automate recurring analysis.

If you’re intellectually curious, eager to build your skills across the full spectrum of FP&A and finance operations, and excited by the idea of working with AI tools that most Finance teams are only beginning to explore — this role was written for you.

Financial Planning, Forecasting & Analysis

• Support the annual budget, rolling forecasts, and long-range planning processes using driver-based financial models
• Perform variance analysis, scenario modeling, and business case development to inform operational and strategic decisions
• Assist in preparing executive, Board, lender, and PE sponsor reporting packages — learning to translate financial data into clear narratives and actionable insights
• Build and maintain financial models spanning pricing, profitability, capital investments, and strategic initiatives

Cash Flow & Operational Finance

• Support weekly 13-week cash flow forecasting, working capital analysis, and liquidity tracking
• Analyze performance across products, customers, inventory, and operational initiatives to surface risks and opportunities
• Collaborate cross-functionally with Accounting, Operations, Sales, and Supply Chain to connect operational activity to financial outcomes
• Contribute to KPI development and financial analysis tied to operational improvement programs

Accounting Partnership & Finance Operations

• Work closely with the Accounting team as a day-to-day partner — supporting month-end close, accruals, and ensuring financial data flows accurately into planning models
• Assist with finance and accounting activities where analytical or modeling skills add value — including journal entry support, account reconciliations, intercompany transactions, and period-end close processes
• Help maintain the chart of accounts, cost center structures, and reporting hierarchies that underpin both financial reporting and FP&A models
• Help develop and automate shared Finance/Accounting workflows using AI tools, reducing manual handoffs and improving accuracy across both functions

Financial Reporting & Consolidation

• Assist in preparing monthly, quarterly, and annual financial reporting packages — including consolidated P&L, balance sheet, and cash flow statements across entities
• Support the financial consolidation process, including intercompany eliminations, entity-level roll-ups, and multi-entity variance analysis
• Help maintain management reporting frameworks that give leadership consistent, accurate, and timely financial visibility
• Contribute to automating consolidated reporting outputs using NetSuite, Power BI, and AI-assisted tools to reduce cycle time
• Support audit readiness by keeping financial data clean, well-documented, and aligned with accounting standards and internal controls

AI Analytics & Finance Automation

• Learn and work hands-on with AI tools — including Anthropic’s Claude platform integrated with NetSuite — to build automated reports, recurring analysis workflows, and intelligent forecasting tools
• Develop prompt engineering skills to extract insights, automate analysis, and build AI-powered financial tools alongside our team
• Help identify and eliminate manual reporting bottlenecks; improve data accessibility and forecast accuracy through integrated datasets
• Contribute to the Finance team’s AI and automation roadmap as these capabilities grow into a core organizational competency

Strategic Growth & Acquisition Integration

• Support financial analysis for organic growth initiatives, capital investments, and acquisition targets
• Participate in acquisition integration activities: synergy tracking, financial process standardization, and onboarding new entities
• Gain meaningful exposure to strategic planning, PE operating environments, and executive-level decision-making
• Grow into expanded ownership and leadership responsibilities as the Finance organization scales

Requirements:

Core Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–4+ years of FP&A, corporate finance, accounting, or financial analysis experience
• Solid Excel and financial modeling skills; working knowledge of financial statements and forecasting fundamentals
• Familiarity with ERP systems and financial reporting tools
• Genuine curiosity about AI, automation, and emerging analytics tools — eagerness to learn and build, not just consume
• Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment
• Collaborative, coachable, and clear communicator across finance and non-finance teams

Additional Qualifications

• Manufacturing, industrial, or operational finance background
• Experience in a private equity-backed or high-growth environment
• Any hands-on exposure to AI tools, prompt engineering, or AI-assisted workflows
• Power BI, Tableau, or comparable BI/data visualization experience
• NetSuite or comparable ERP system experience
• SQL, Power Query, or other data analysis techniques
• Exposure to M&A integration, consolidations, or finance transformation initiatives

Why Join StenTech?

• A rare ground-floor opportunity — come in as an analyst and grow into a senior role as the Finance function scales
• Real training and hands-on experience with AI tools that most Finance teams are only beginning to explore
• Direct exposure to the CFO, PE sponsors, Board, and senior executive leadership from day one
• Broad scope across FP&A, accounting, reporting, and automation — you’ll build skills most analysts don’t get for years
• Be part of something rare: a Finance team that treats AI fluency as a first-class skill and invests in building it

Compensation

$75,000–$100,000 annual base salary, depending on experience and qualifications, plus bonus opportunity.

This role also provides career development through direct exposure to executive leadership, strategic initiatives, operational finance, and AI-driven finance transformation.