FP&A

Financial Planning And Analysis Analyst

We're looking for a sharp, detail-oriented FP&A Analyst to own monthly variance analysis, support quarterly Board reporting, drive annual budgeting, and build the financial models that help leadership make faster, better decisions. This role also has a hands-on component supporting the company's AI initiative, using and improving AI-assisted reporting workflows across the finance function.

Responsibilities/skills:

• Prepare and maintain monthly financial reports as part of the close process
• Conduct variance analysis on actual results versus budget and forecast
• Track and maintain corporate EBITDA against budget and forecast
• Support preparation of quarterly Board of Director reporting packages
• Assist in annual budgeting and multi-year forecasting
• Analyze COGS spend and margins against prior year, budget, and expectations
• Build financial, cost, and statistical models in partnership with operations
• Use AI tools, BI platforms, ERP systems, and Excel for data analysis and reporting
• Prepare ad hoc analyses for executives related to expenses, statistics, and cost savings
• Support M&A activity including due diligence and acquisition integration

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or Business with a finance concentration
• 3 or more years of direct experience in accounting and financial analysis
• Hands-on experience with at least three of the following: variance analysis, budgeting, forecasting, EBITDA tracking, COGS analysis, financial modeling, or Board/executive reporting
• Intermediate to advanced Excel proficiency including pivot tables, complex formulas, and financial models
• Familiarity with AI tools in a professional setting such as ChatGPT, Microsoft Copilot, Claude.AI, or similar
• Authorized to work in the United States without sponsorship
• Preferred: MBA, CPA, CMA, or CFP
• Preferred: Experience in transportation, logistics, freight, or fleet industries
• Preferred: Proficiency in BI and ERP platforms such as Domo, Microsoft Great Plains, or Power BI
• Preferred: Experience supporting M&A due diligence or working in a PE-backed environment
• Preferred: Advanced AI experience including prompt engineering, AI-assisted reporting, or AI workflow design
• Preferred: Board of Directors reporting experience