Senior Financial Planning & Analysis (FP&A) Analyst

Job Description

Job Description

Senior Financial Planning & Analysis (FP&A) Analyst

R.F. MacDonald Co. | A Cleaver-Brooks Company

Location: Hayward, CA
Work Arrangement: Onsite
Employment Type: Full-Time | Exempt
Salary Range: $140,000 – $150,000 annually

Founded in 1956, R.F. MacDonald Co. (RFM) has built a strong reputation as a trusted provider of boiler and pump solutions for commercial and industrial customers throughout California and Nevada. With nearly 300 employees, RFM specializes in equipment sales, engineering, installation support, maintenance, and field service, delivering innovative solutions and exceptional customer support.

Now proudly a Cleaver-Brooks company, R.F. MacDonald is entering an exciting new chapter of growth. Our partnership combines RFM's longstanding customer relationships, technical expertise, and service capabilities with the resources and industry leadership of Cleaver-Brooks, a global leader in integrated boiler and thermal energy solutions.

Together, we're building on nearly 70 years of experience while creating new opportunities for innovation, collaboration, and continued growth.

R.F. MacDonald Co. is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.

This is an opportunity for an analytical, business-minded finance professional who enjoys working beyond the numbers to help drive business performance and strategic decisions.

In this role, you'll partner with leadership and cross-functional teams to support financial planning, forecasting, budgeting, and performance analysis. You'll play an important role in translating financial data into meaningful insights, identifying opportunities for improvement, and helping shape the company's financial strategies.

We're looking for someone who is detail-oriented, proactive, and comfortable working in a collaborative, fast-paced environment.

• Drive financial planning: Support annual budgeting, forecasting, and long-range financial planning initiatives.

• Deliver actionable insights: Analyze financial results, trends, and variances to identify business opportunities, risks, and areas for improvement.

• Build financial models: Develop and maintain financial models that support business planning, operational performance, and strategic initiatives.

• Partner with business leaders: Collaborate across departments to understand business drivers, evaluate performance, and support informed decision-making.

• Support financial reporting: Prepare monthly financial reports, variance analyses, and management presentations.

• Evaluate growth opportunities: Provide financial analysis to support potential investments, acquisitions, and other strategic business decisions.

• Improve processes: Identify opportunities to streamline financial reporting, strengthen forecasting accuracy, and improve overall efficiency.

• Support special projects: Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.

• Bachelor's degree in Finance, Accounting, Business, or a related field.

• 4+ years of experience in financial planning and analysis, accounting, or a related finance function.

• Strong financial modeling, forecasting, budgeting, and analytical capabilities.

• Advanced proficiency in Microsoft Excel and experience working with financial reporting systems.

• Solid understanding of GAAP, financial statements, and accounting principles.

• Ability to analyze complex financial information and communicate findings clearly to business leaders.

• Strong organizational, problem-solving, and communication skills.

• Ability to manage multiple priorities, work independently, and collaborate effectively across teams.

• 5–8 years of progressive experience in Finance, Accounting, or a related discipline.

• Experience with NetSuite and/or Adaptive Planning.

• Experience in the construction, industrial services, or related industries.

• Experience supporting financial analysis across multiple business units or operational functions.  

At R.F. MacDonald, you'll join an established organization with a history of technical expertise, strong customer relationships, and a commitment to its employees. As part of Cleaver-Brooks, we're building on that foundation with expanded resources, capabilities, and opportunities for continued growth. This position offers the opportunity to collaborate with business leaders, contribute to meaningful financial decisions, and play an important role in supporting the company's future success.