FP&A Analyst

FINANCE: FINANCIAL PLANNING & ANALYSIS (FP&A) ANALYST

Employment Type: Full-Time, (Exempt)

Location: Fridley, MN - Hybrid

Reports To: Finance Manager

Pay & benefits - US$65K - US$80K / yr

Dental, Life insurance, Medical, PTO, Retirement, Vision

Position Summary - The FP&A Analyst supports financial planning, forecasting, reporting, and analysis processes for Plunkett’s Pest Control. This role combines foundational analytical responsibilities with exposure to strategic finance, enabling the analyst to contribute to decision-making and operational performance improvement.

The position is designed for an early-career professional with high growth potential and includes responsibilities across budgeting, reporting, and cross-functional business support. The role also incorporates the use of data tools and emerging AI capabilities to improve efficiency, enhance analysis, and strengthen financial insights.

KEY ACCOUNTABILITIES

Financial Planning & Forecasting

• Support the development and maintenance of monthly forecasts and annual budgets
• Assist in building and updating financial models related to revenue, labor, and operating costs
• Perform scenario modeling and sensitivity analysis to support planning efforts
• Contribute to long-range financial planning activities

Financial Reporting and Analysis

• Prepare recurring financial reports, including monthly performance packages
• Conduct variance analysis comparing actual results to budget, forecast, and prior periods
• Analyze key financial and operational drivers, including revenue trends, cost structures, and profitability
• Assist in maintaining standardized reporting formats and improving reporting consistency

Operational and Business Support

• Partner with operational, sales, and marketing teams to understand business performance drivers
• Provide analytical support for pricing, cost control, and margin improvement initiatives
• Evaluate key performance indicators such as technician productivity, route efficiency, and customer retention
• Support ad hoc analyses and special projects aligned with business priorities

Data Management, Systems and AI Utilization

• Extract, manipulate, and analyze data from ERP system (Sage), Clypboard, and other business tools
• Maintain and enhance reporting tools, including Excel-based models and BI dashboards
• Identify and execute opportunities to automate manual reporting processes
• Leverage AI-enabled tools (e.g., Copilot, forecasting platforms, data automation tools) to:
• Improve efficiency in data analysis and report preparation
• Enhance forecasting accuracy and trend identification
• Generate insights from large or complex datasets
• Support ongoing development of finance data capabilities and analytics maturity

Qualifications & Skills

REQUIRED QUALIFICATIONS

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or related field
• 1–3 years of experience in finance, accounting, or data analysis (including internships)
• Proficiency in Microsoft Excel and comfort working with structured datasets
• Strong analytical and problem-solving skills
• Effective written and verbal communication skills

PREFERRED QUALIFICATIONS 

• Exposure to financial modeling, budgeting, or forecasting processes
• Experience with data visualization or reporting tools (e.g., Power BI, Tableau)
• Familiarity with ERP or financial systems
• Demonstrated interest or experience in applying AI tools to analytics or business processes
• Experience in service-based or operations-driven industries