Senior Financial Analyst, FP&A

About Us

Data Analysis Incorporated (DAI) is the controlling entity of the O'Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates


Summary

The Senior Financial Analyst, FP&A sits at the intersection of finance and manufacturing operations for O'Neil Digital Solutions (ODS), DAI's manufacturing business. In this role, you will turn revenue, margin, and plant performance into clear insights that help leaders understand results, identify opportunities, and make better decisions.

This is a role for someone who wants to master how a manufacturing business makes money. You will build deep expertise in the customer, product, pricing, volume, mix, labor, material, and plant drivers behind financial performance - moving beyond what changed to explain why, quantify the impact, and help shape the response.

You will own assigned FP&A workstreams end-to-end, including budgeting, forecasting, financial reporting, variance analysis, financial modeling, and business partnership. Working directly with business leaders, plant teams, Accounting, Shared Services, and other functions, you will investigate questions, resolve issues, and deliver conclusions that are accurate, well-supported, and useful for decisions.

Success in this role comes from combining technical strength with curiosity, precision, pace, and the initiative to find the answer.

We are hybrid in the Plano office, 3 days a week and as needed

What You'll Do

• Own budgeting and forecasting for assigned ODS P&L areas, building a detailed understanding of the business and operational variables that drive performance.
• Analyze consolidated, departmental, and plant-level results, with particular emphasis on revenue, cost of goods sold, gross margin, and manufacturing profitability.
• Lead detailed root-cause analysis of actual results versus budget, forecast, prior year, and other relevant comparisons. Decompose material variances into measurable business drivers and determine what changed, why it changed, and what action should follow.
• Build and explain price/rate, volume, and mix analyses and bridges. Evaluate the broader manufacturing drivers of margin performance, including labor efficiency, material cost, yield and scrap, overhead absorption, freight, and other operating factors affecting profitability.
• Translate financial results into operational terms that business partners can act on. Separate symptoms from underlying causes, quantify the impact of the primary drivers, and surface risks, opportunities, and corrective actions.
• Build deep expertise in ODS gross margin and manufacturing economics, including how customer, product, pricing, volume, mix, labor, material, and plant performance shape financial results.
• Partner directly with business leaders and operating teams to understand performance, validate assumptions, challenge explanations when needed, and provide actionable financial insight.
• Work closely with Accounting and Shared Services throughout the close process to ensure results are complete, accurate, appropriately recognized, and understood. Own financial questions within the assigned workstream through resolution.
• Create clear, accurate reporting and commentary that explains performance, key business drivers, relevant metrics, risks, opportunities, and recommended next actions.
• Build and maintain robust financial models, pro forma analyses, and other decision-support tools for recurring FP&A activities and corporate or business-unit initiatives.
• Support FP&A leadership on ODS financial matters, including process development and improvement, ERP/EPM implementation and enhancement, reporting improvements, and other initiatives within the team's scope.
• Tackle ad hoc financial modeling, analysis, and reporting in support of business decisions, operational questions, and corporate projects.

What Makes You Successful

• You get to the root cause. You dig into the data, understand the operating context, reconcile conflicting information, and determine the business driver behind the variance.
• You understand manufacturing margin. You connect revenue, price, volume, mix, labor, materials, yield, scrap, overhead absorption, freight, and other operating factors to gross margin and profitability.
• You take ownership. When an issue falls within your workstream, you drive it through resolution. You involve Accounting, Operations, or other partners at the right time while remaining accountable for a supported answer.
• You are resourceful. You confidently work through unfamiliar questions, systems, datasets, and business processes and know how to find the information you need.
• You have an eye for detail. A number that does not reconcile, an inconsistent assumption, a changed label, a slide that does not match its support, or a subtle data discrepancy catches your attention because details shape the credibility of the entire analysis.
• You bring urgency and sound judgment. You understand that FP&A supports time-sensitive business decisions and operating processes, and you prioritize your work around business impact and timing.
• You communicate the answer, not just the analysis. You can summarize complex financial work clearly, explain the implications, and tell the audience what matters.
• You balance independence with partnership. You are comfortable challenging assumptions and asking difficult questions while building productive working relationships across Finance and the business.
• You manage competing priorities without sacrificing quality. You stay organized, meet deadlines, and maintain accuracy even when several workstreams are moving at once.

Qualifications & Requirements

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
• 3-5 years of relevant Financial Planning & Analysis experience, preferably including manufacturing FP&A and cost or margin analysis.
• Advanced Excel and PowerPoint skills, including experience with large datasets, financial modeling, complex analysis, and clear management reporting.
• Strong understanding of financial concepts, accounting principles, and business economics.
• Strong analytical and research skills, including the ability to independently investigate financial and operational questions and develop supported conclusions.
• Demonstrated ability to perform detailed variance and driver analysis, including rate/price, volume, and mix decomposition.
• Strong understanding of manufacturing margin, including labor efficiency, materials, yield and scrap, overhead absorption, freight, and product or customer mix.
• Experience with major ERP and EPM systems, including data extraction and validation, data relationships, and reporting or reconciliation issues.
• Exceptional attention to detail and the ability to spot discrepancies, inconsistencies, and subtle errors.
• Ability to manage competing priorities independently while meeting time-sensitive reporting and business requirements.
• Excellent written and verbal communication skills, including the ability to present financial findings clearly to business partners.
• Proactive, resourceful approach to investigating issues and developing solutions independently.

Preferred Qualifications

• MBA and/or relevant professional certification, such as CPA or CMA.
• Prior FP&A experience in manufacturing or another operating environment with meaningful revenue, cost, and gross-margin complexity.

Why This Role Matters

In manufacturing, small shifts in pricing, volume, mix, labor, materials, utilization, and execution can materially affect margin. This role gives you a direct view into how those decisions create value - and the opportunity to turn them into better forecasts, earlier insight, and stronger decisions. You will build deep fluency in manufacturing economics, earn credibility with business and plant leaders, and help shape ODS's profitability and growth.

Working Conditions

Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Equal Opportunity Employer

DAI is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.