Sr Financial & Planning Analyst

Senior FP&A Analyst

The ideal candidate combines a strong foundation in finance and accounting with strong analytical, data management, and problem-solving skills. Manufacturing experience is strongly preferred, including an understanding of cost accounting, inventory, margins, production costs, labor, and other key manufacturing financial drivers.

Initially, this position will focus heavily on the collection, organization, validation, and analysis of financial and operational information used in management reporting, budgeting, forecasting, and business performance analysis. The Senior FP&A Analyst will work closely with the Vice President of FP&A and CFO to interpret results, identify trends and business drivers, evaluate risks and opportunities, and develop recommendations for management.

The position requires strong analytical capabilities and a willingness to understand the underlying business operations. While primarily office-based, the Senior FP&A Analyst will regularly engage with manufacturing operations to understand production processes, validate financial and operational assumptions, and develop an understanding of the factors affecting profitability and business performance. As business knowledge and experience develop, the role is expected to progress toward greater responsibility for financial interpretation, recommendations, forecasting, and direct business partnership with operational and functional leaders.

As a faith-based organization rooted in biblical principles, Ohio Gratings strives to reflect these values in our work, relationships, and decision-making. We expect all associates to learn, embrace, and actively model our core values through their actions, choices, and collaboration with others. This commitment is essential to sustaining our culture and achieving shared success.

This job description does not describe all activities, duties, responsibilities, or physical demands required of the employee. Duties, responsibilities, activities, physical demands, and work environment may change at any time with or without notice.

Essential Duties/Responsibilities:

Financial Reporting & Data Analysis

· Gather, organize, validate, and reconcile financial and operational data from ERP systems, accounting records, operational reports, and other source systems; investigate discrepancies or inconsistencies.

· Independently own assigned recurring reporting and analytical responsibilities from data collection and validation through completed analysis and preliminary conclusions, ensuring accuracy, completeness, consistency, and timely completion.

· Perform detailed monthly variance analysis comparing actual results to budget, forecast, prior-year results, and other relevant benchmarks.

· Identify and investigate significant financial and operational variances and work with the Vice President of FP&A, accounting, and operational teams to understand underlying business drivers.

· Analyze income statement, balance sheet, cash flow, and key operational results to identify trends, risks, opportunities, and areas requiring additional investigation.

· Prepare financial analyses, management reporting packages, dashboards, and clear supporting commentary for review with the Vice President of FP&A and CFO.

· Help maintain reporting accuracy and consistency across Ohio Gratings and affiliated business entities.

Financial Planning & Forecasting

· Support the preparation and development of annual operating budgets, rolling forecasts, cash flow forecasts, and long-range financial plans.

· Gather, validate, and analyze financial and operational assumptions, historical results, operating trends, backlog, and other relevant business drivers supporting budgets and forecasts.

· Maintain and enhance financial models used for forecasting, business planning, cash flow analysis, and management decision-making.

· Compare actual performance to previous forecasts, identify underlying causes of forecast variances, and support efforts to improve forecast quality and accuracy.

· Develop scenario and sensitivity analyses to evaluate the potential financial impact of changes in volume, pricing, material costs, labor,…