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Senior Financial Planning Associate; Trussville, AL

Job in Birmingham, Jefferson County, Alabama, 35275, USA
Listing for: Vaco by Highspring
Full Time position
Listed on 2026-07-25
Job specializations:
  • Finance & Banking
    Financial Reporting, Financial Analyst
Salary/Wage Range or Industry Benchmark: 90000 - 120000 USD Yearly USD 90000.00 120000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Planning Associate (Trussville, AL)

Senior Financial Planning Associate

Location:

Trussville, AL (Onsite)

Our client, a growing privately held distribution services organization, is looking for a Senior FP&A team member to join the finance team. This new position will partner with executive leadership and operations to drive forecasting, strategic planning, financial analysis, and decision support.

Key Responsibilities
  • Lead the annual budget, forecasting, and long range planning processes.
  • Develop financial models, scenario analyses, and sensitivity reports to support strategic decision making.
  • Analyze business performance, key financial metrics, margins, cash flow, and operational trends.
  • Partner with business leaders to identify risks, opportunities and performance improvement initiatives.
  • Prepare executive level reporting packages, presentations, and board support materials.
  • Support M&A Activities including due diligence, valuation analysis, synergy assessments, and integration planning.
  • Assist with integrating acquired businesses intro reporting, forecasting, and planning processes.
  • Leverage FP&A and business intelligence tools to enhance reporting automation and analytical capabilities.
Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field.
  • 5+ years of experience in FP&A, corporate finance, investment banking, transaction advisory or highly analytical finance role.
  • Advanced financial modeling experience, including three-statement modeling and planning
  • Power BI, Tableau, Oracle or similar experience.
Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law.

The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications.

Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring's client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

  • California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here
    .
  • Virginia residents may access our state specific policies here
    .
  • Residents of all other states may access our policies here
    .
  • Canadian residents may access our policies in English here and in French here
    .
  • Residents of countries governed by GDPR and UK GDPR may access our policies here
    .

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here (). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay

Transparency Notice

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to:

  • the individual's skill sets, experience and training;
  • licensure and…
Position Requirements
10+ Years work experience
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