Financial Planning Analyst

Financial Planning Analyst (FPA)

The Financial Planning Analyst (FPA) supports the organization's financial planning, reporting, and decision-making processes through a combination of financial analysis and accounting responsibilities. This role partners with leaders across Sales, Operations, Purchasing, and other functional areas to provide actionable financial insights that drive business performance. In addition to analytical responsibilities, the position maintains ownership of key accounting functions, including capital asset accounting, lease accounting, account reconciliations, and month-end close activities. The ideal candidate is analytical, detail-oriented, and capable of translating financial information into meaningful business recommendations.

Essential Duties and Responsibilities

• Prepare and analyze monthly financial results, including variance analyses and management reporting
• Support the annual budgeting process, periodic forecasting activities, and long-range financial planning
• Develop and maintain financial models to support strategic and operational decision-making
• Perform profitability analyses by customer, product category, vendor, and business segment
• Analyze trends in sales, margins, operating expenses, and key performance indicators
• Support pricing, cost-to-serve, and commission analyses to improve business performance
• Prepare reports, dashboards, and presentations for management and business leaders
• Conduct ad hoc analyses and special projects to support organizational objectives
• Maintain fixed asset records, depreciation schedules, and related accounting processes
• Administer lease accounting and maintain lease schedules in accordance with company policies and applicable accounting standards
• Prepare journal entries, account reconciliations, and supporting documentation as part of the month-end and year-end close processes
• Analyze balance sheet and income statement accounts to ensure accuracy and completeness
• Assist with internal and external audit requests and provide supporting documentation as needed
• Support the maintenance and enhancement of internal controls and financial processes
• Ensure compliance with accounting policies and procedures
• Other duties as assigned.

Required Qualifications/Experience

• Bachelor's degree in Accounting, Finance, or related field
• 2-3 years of experience in accounting, financial analysis, or FP&A
• Strong understanding of accounting principles and financial reporting
• Experience with fixed assets, reconciliations, and month-end close
• Advanced Excel and ERP system experience
• Strong analytical and communication skills

Preferred Qualifications/Experience

• Active professional certification such as a CPA, CMA, FPAC, or CFA
• Advanced degree in Accounting, Finance, or an MBA
• Experience building dynamic financial dashboards using visualization tools (e.g., Power BI, Tableau)

Working Environment

• Work is performed in an office environment
• Noise level is moderate

Location: On-Site N89W14700 Patrita Drive | Menomonee Falls WI | 53051

R.J. Schinner Co., Inc. is proud to be an Equal Opportunity Employer. We hire and promote for all positions without regard to race, religion, color, national origin, gender, sexual orientation, gender identity and/or expression, disability, or veteran status. All terms and conditions of employment are administered on the basis of equality.