Financial Planning Analyst

Position Summary The Financial Analyst (FP&A) supports the Company’s budgeting, forecasting, financial modeling, and performance reporting processes across a multi-site manufacturing and distribution environment. This role partners with Finance, Operations, Sales, and Supply Chain to analyze business performance, develop forecasts, and provide data‑driven insights that support operational and strategic decision‑making. Key Responsibilities Planning & Forecasting Support the annual budget and rolling forecast processes across revenue, cost of goods sold, operating expenses, and capital expenditures. Maintain and enhance driver‑based financial models and forecasting assumptions. Track actual performance against plan and update forecasts based on changing business conditions. Assist with long‑range planning, scenario analysis, and sensitivity modeling related to key business drivers such as volume, pricing, product mix, labor, commodities, and freight. Financial Reporting & Analysis Prepare monthly financial reporting packages including variance analysis, performance dashboards, and P&L bridges. Analyze performance trends across plants, product lines, and distribution routes. Develop and maintain standardized KPI reporting including contribution margin, productivity metrics, and route profitability. Translate financial results into clear insights to support operational decision‑making. Business Partnership & Analysis Partner with Operations, Supply Chain, and Sales to evaluate productivity initiatives, pricing actions, and customer profitability. Support cost‑to‑serve analysis and margin improvement initiatives. Assist in evaluating capital investments and strategic initiatives. Provide ad hoc financial analysis to support business leaders. Month‑End Close Support & Data Integrity Collaborate with Accounting during the month‑end close process, including accrual analysis, reconciliations, and financial review. Reconcile financial data between ERP systems and reporting models. Assist with improving financial reporting structures, master data accuracy, and documentation of FP&A processes. Qualifications Required Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field. 1–2 years of experience in FP&A, corporate finance, public accounting, or a related analytical role (internships or co‑op experience may qualify). Strong proficiency in Microsoft Excel including pivot tables, lookup functions, and financial modeling fundamentals. Solid understanding of financial statements and variance analysis. Ability to work with large datasets and maintain accurate, well‑structured analytical files. Strong written and verbal communication skills with the ability to present insights clearly. High attention to detail and willingness to learn the operational drivers of the business. Preferred Experience with Sage ERP, Intacct, or similar ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP). Exposure to business intelligence tools such as Power BI or Tableau. Familiarity with manufacturing financial metrics and driver‑based planning models. Tools & Systems Microsoft Excel and PowerPoint for financial modeling and reporting. ERP systems such as Sage or similar financial platforms. Business intelligence tools for dashboards and automated reporting. Collaboration tools including Microsoft Teams and SharePoint. Work Environment Standard business hours with occasional extended hours during budget and month‑end close cycles. Periodic visits to manufacturing or distribution facilities to better understand operational drivers and cost structures. About Lewis Bakeries Founded in 1925, Lewis Bakeries is a family‑owned company producing high‑quality breads, buns, and rolls under trusted brands including Bunny Bread®, Lewis Bake Shop®, and Healthy Life®. With operations across Indiana and Tennessee, we are committed to innovation, reliability, and investing in our people. Benefits Family‑owned and operated since 1925 Competitive compensation Comprehensive benefits including medical, dental, 401(k), and company‑paid life and disability insurance Paid vacation and holidays Growth and development opportunities Equal Opportunity Employer Lewis Bakeries is an Equal Opportunity Employer and Drug‑Free Workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected status. Employment is contingent upon successful completion of a background check, drug screening, and reference check. #J-18808-Ljbffr Lewis Bakeries