FP&A Analyst

FP&A Analyst Financial Analyst

Dallas, Texas

We are helping our private equitybacked, international manufacturing company find a highly analytical and systems-driven FP&A Analyst with 35 years of experience. This role will support budgeting, forecasting, financial reporting, and performance analysis in a fast-paced, results-oriented environment focused on operational execution, EBITDA growth, and value creation. The ideal candidate is an advanced Excel user with strong financial systems expertise and a demonstrated interest in leveraging AI-enabled tools to enhance analysis, automate reporting, and improve forecasting accuracy. Experience with Adaptive Planning, Domo, and exposure to NetSuite are strongly preferred.

Key Responsibilities

• Own key components of the annual budget and rolling forecast processes in a PE-backed operating environment
• Build and maintain detailed financial models for revenue, COGS, labor, overhead, and capital expenditures
• Analyze and explain variances vs. budget, forecast, and prior periods with a focus on drivers, accountability, and corrective actions
• Utilize AI-enabled forecasting, modeling, and variance analysis tools (where appropriate) to improve speed, accuracy, and insight

Financial Analysis & Decision Support

• Deliver margin, product, customer, and operational profitability analysis
• Support pricing, cost reduction, productivity, and capacity planning initiatives
• Perform scenario and sensitivity analyses, incorporating AI-assisted modeling and data analysis techniques
• Partner closely with sales, operations, supply chain, and commercial teams to understand manufacturing and cost drivers

Reporting & Systems

• Prepare monthly management reporting packages and KPI dashboards for executive leadership and PE stakeholders
• Maintain and enhance reporting in Adaptive Planning, Domo, and advanced Excel models
• Leverage AI tools and automation technologies to streamline data preparation, reporting workflows, and insight generation
• Support ERP-driven reporting and data integrity efforts, with NetSuite exposure preferred
• Collaborate with Accounting to ensure alignment between actuals, forecasts, and management reporting

Process Improvement & Value Creation

• Identify opportunities to apply AI, automation, and advanced analytics to improve FP&A processes, reporting cadence, and forecasting accuracy
• Help standardize reporting across international entities and manufacturing sites
• Support ad-hoc analysis, lender reporting, board materials, and transaction-related requests as needed

Qualifications & Experience Required

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 35 years of FP&A, corporate finance, or analytical experience
• Advanced Excel skills (complex formulas, pivot tables, Power Query, financial modeling)
• Experience working with financial planning, BI, or analytics systems
• Demonstrated ability or strong interest in using AI tools to enhance financial analysis and reporting
• Ability to operate with urgency and ownership in a PE-backed environment

Preferred

• Manufacturing, operations, or supply chain finance experience
• Hands-on experience with Adaptive Planning and Domo
• Working knowledge of NetSuite or similar ERP systems
• Experience supporting multi-entity and international organizations
• CPA, CFA, or MBA a plus

Key Attributes for Success

• Action-oriented, detail-driven, and comfortable with ambiguity
• Curious, tech-forward mindset with a focus on continuous improvement and automation
• Strong business partner capable of translating data into actionable insights
• Clear communicator able to support executive- and PE-level discussions