Financial Analyst (Onsite - Mentor, Ohio)

Finance Planning And Analysis (Fpa) Role

*Must be able to be onsite at Mentor, Ohio

The FP&A role supports forecasting accuracy, reporting efficiency, and business insight across the Race Winning Brands portfolio. Reporting to the FP&A Analyst, this position partners closely with finance and operating teams to analyze revenue, margins, and working capital while building scalable models that improve decision-making visibility in a fast-paced, PE-backed environment.

Core Responsibilities

• Support daily, weekly, and monthly financial reporting activities.
• Assist in maintaining rolling forecasts and short-term cash flow inputs.
• Prepare standard revenue, margin, and working capital analysis reports.
• Help track key margin drivers such as pricing, volume, mix, and costs.
• Update and maintain recurring dashboards and management reports.
• Support profitability analysis by brand, product, or customer using established templates.
• Collaborate with FP&A team members to gather data from operations, sales, and supply chain.
• Assist with annual budget preparation and periodic forecast updates.
• Perform ad-hoc financial analysis and data validation as needed.
• Assist with annual budget preparation.

Typical Weekly Activities

• Update weekly sales and forecast tracking files.
• Run standard variance and trend reports.
• Refresh dashboards and recurring management reporting.
• Participate in internal FP&A and cross-functional review meetings.
• Validate data accuracy and investigate basic variances or anomalies.
• Escalate risks, data issues, or unusual trends to senior team members.

Development & Growth

• Gain hands-on experience with FP&A reporting, forecasting, and performance analysis.
• Build a strong foundation in financial modeling and business drivers.
• Increase responsibility and analytical ownership over time with mentorship from senior FP&A team members.
• Opportunity to progress into an FP&A Analyst role based on performance and business needs.
• Experiment with AI tools to improve efficiency and accuracy

Requirements

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field.
• 3-5 years of experience in finance, accounting, or an analytical role (internships included).
• Basic understanding of financial statements (P&L, Balance Sheet, Cash Flow).
• Strong Excel skills, including formulas, pivot tables, and basic data analysis.
• Exposure to ERP or financial systems is a plus.
• Interest in manufacturing, consumer products, or operations-driven businesses preferred.
• Strong attention to detail, willingness to learn, and ability to follow structured processes.
• Clear communicator with a team-oriented mindset.