Job Title:FP&A
Department:Finance
Reports to:CFO
Location:Onsite
Status:Full-time (Exempt)
Effective Date:July 21, 2026
Job Summary:
The FP&A will support financial planning, forecasting, management reporting, and business performance analysis across the organization. This position will develop financial models, automated reports, dashboards, and analytical tools that improve reporting accuracy and efficiency. The ideal candidate will possess a strong foundation in accounting and finance, advanced analytical and financial modeling skills, and the ability to transform complex data into actionable insights that support executive and operational decision-making.
Duties/Responsibilities:
- Lead and support the annual budgeting, forecasting, and long-range financial planning processes.
- Develop and maintain financial models to support forecasting, scenario planning, cash flow analysis, and strategic initiatives.
- Prepare monthly management reporting packages, variance analyses, KPI dashboards, and executive presentations for senior leadership, the Board of Directors, and other stakeholders.
- Design, develop, and maintain automated financial reports, dashboards, and analytical tools using advanced Microsoft Excel and other reporting technologies to improve reporting accuracy, efficiency, and consistency.
- Analyze financial and operational performance, identify trends, risks, and opportunities, and provide actionable recommendations to executive leadership.
- Partner with Accounting, IT, Sales, Operations, and other business leaders to improve reporting processes, data integrity, and decision support.
- Support the preparation of Board of Directors presentations, lender reporting, private equity sponsor reporting, and other executive-level financial analyses.
- Maintain and enhance ERP financial reporting modules while supporting system implementations, enhancements, testing, and process improvements.
- Monitor and analyze key performance indicators (KPIs), develop and maintain performance metrics, and recommend opportunities to improve financial and operational performance.
- Ensure the accuracy, completeness, and integrity of financial data, management reports, and analytical models.
- Identify opportunities to automate manual reporting processes and leverage technology to improve efficiency and reporting capabilities.
- Support strategic initiatives, special projects, acquisitions, and ad hoc financial analyses as assigned by the CFO.
- Develop, maintain, and document automated financial reporting processes, models, and analytical tools to ensure scalability, consistency, and continuity within the Finance organization.
