Job Description

Job Title: FP&A Analyst / Senior Analyst

Report To: Vice President, Strategic Finance

FLSA Status: Exempt

Job Overview

We are seeking a dynamic and experienced FP&A Senior Analyst to join our finance team at a private equity–backed company experiencing record demand and rapid capacity expansion .

Reporting to the Vice President, Strategic Finance , the position offers significant visibility to executive leadership, the Board, our private equity sponsor, and lenders.

The ideal candidate will excel in building robust financial models, delivering actionable insights, and managing recurring reporting processes that directly support both day-to-day operations and long-term strategic decision-making. This is a unique opportunity to gain PE portfolio company experience in a fast-paced, entrepreneurial environment.

Key Responsibilities

The core responsibilities of this role include:

• Budgeting and forecasting : Participate in the development of annual budgets, quarterly forecasts, and long-range financial plans, ensuring alignment with organizational goals and incorporating historical data, trends, and business drivers.
• Sponsor & lender reporting: Prepare monthly reporting packages for the private equity sponsor, support quarterly Board presentations, and manage lender reporting requirements including covenant calculations and compliance schedules.
• Develop and maintain financial models : Build sophisticated models for scenario analysis, ROI evaluations, investment opportunities, and variance analysis to forecast financial performance and identify risks/opportunities.
• Conduct in-depth financial analysis : Analyze financial data, performance metrics, and KPIs to provide insights on manufacturing performance, revenue drivers, and operational efficiencies, including variance analysis and commentary on business trends.
• Prepare and present reports : Generate daily/monthly/quarterly management reports, dashboards, and ad-hoc analyses to support executive decision-making and strategic planning.
• Collaborate across teams : Partner with cross-functional departments, executive leadership, and business units to gather financial inputs, evaluate initiatives, and drive performance improvements.
• Monitor performance and risks : Track key financial metrics, identify emerging trends or issues, and recommend solutions to optimize assets, investments, and cost-saving opportunities.
• Drive process improvements : Evaluate and implement enhancements to FP&A tools, systems, and methodologies to increase efficiency and accuracy.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related field (Master's or CFA/CPA preferred).
• 3-7+ years of progressive experience in FP&A, financial analysis, or related roles.
• Proven track record in a fast-paced environment.

Required Skills

• Advanced proficiency in Microsoft Excel and BI tools (e.g., Tableau, Power BI, or similar).
• Strong analytical and problem-solving abilities, with attention to detail.
• Excellent communication and presentation skills for conveying complex financial information to non-financial stakeholders.
• Leadership and collaboration skills to manage projects and work cross-functionally.
• Ability to multitask in a dynamic setting and adapt to changing priorities.

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