Senior Financial Analyst

Senior Financial Planning & Analysis Analyst Position Summary

The Senior Financial Planning & Analysis (FP&A) Analyst serves as a key finance partner responsible for supporting financial planning, forecasting, performance analysis, and strategic decision-making across the organization. This role provides critical insights into business performance through financial modeling, variance analysis, budgeting, and management reporting while partnering closely with operational, engineering, commercial, and leadership teams.

The ideal candidate combines strong analytical capabilities with business acumen and can translate complex financial information into actionable recommendations. This position plays an important role in driving financial visibility, improving profitability, supporting growth initiatives, and enhancing overall business performance.

• Support the development and execution of annual operating plans, quarterly forecasts, and long-range strategic financial plans.
• Maintain forecasting models and planning tools to improve accuracy and support business decision-making.
• Monitor financial performance against budget and forecast targets, identifying key drivers of variances and emerging trends.
• Assist leadership in evaluating business opportunities, operational initiatives, and investment decisions through financial analysis.

• Conduct detailed analysis of revenue, margins, operating expenses, and profitability metrics.
• Prepare monthly variance analyses comparing actual results to budget, forecast, and prior-period performance.
• Develop meaningful insights and recommendations to support operational improvements and financial objectives.
• Analyze financial and operational data to identify risks, opportunities, and areas for increased efficiency.

• Prepare recurring financial reports, dashboards, and presentations for business leaders and executive management.
• Consolidate and validate financial data from multiple systems to ensure reporting accuracy and consistency.
• Support monthly, quarterly, and annual reporting cycles by providing timely financial analysis and commentary.
• Present findings and recommendations to stakeholders in a clear and actionable manner.

• Partner with department leaders to monitor spending, evaluate performance, and support budget accountability.
• Provide financial guidance and analytical support to operations, engineering, supply chain, commercial, and corporate functions.
• Challenge assumptions and help business leaders assess the financial implications of strategic and operational decisions.
• Collaborate with stakeholders to improve financial visibility, performance measurement, and decision-making processes.

• Develop financial models to evaluate business initiatives, capital investments, pricing strategies, and profitability improvement opportunities.
• Perform scenario planning, sensitivity analysis, and business case evaluations to support strategic initiatives.
• Assist with mergers, acquisitions, restructuring activities, or other special projects as needed.
• Support long-term growth strategies through data-driven financial analysis.

• Assist with the analysis of inventory, warranty, reserves, and other operational finance activities.
• Support product costing, cost allocation methodologies, and profitability analysis across business units.
• Monitor trends in operational spending and identify opportunities to improve cost efficiency and resource utilization.
• Partner with accounting teams to ensure financial reporting aligns with business performance metrics.

• Ensure the accuracy, consistency, and integrity of financial data across reporting systems and planning tools.
• Identify opportunities to improve reporting processes, forecasting methodologies, and financial analytics capabilities.
• Participate in system implementations, automation initiatives, and process improvement projects designed to enhance efficiency and reporting effectiveness.
• Contribute to the development of best practices for financial planning, analysis, and performance management.