FP&A Senior Analyst

Formulated Solutions is redefining the Pharmaceutical and Self-Directed Consumer Healthcare CDMO experience through creativity and invention; delivering our world class Marketing Partners unmatched formulations, innovative packaging and cost effective, reliable supply.

Formulated Solutions is and shall always be a company of people with the knowledge and dedication to provide our Marketing Partners with a single source solution for delivering quality and innovative products to market. We shall embrace changes and new opportunities as a vehicle to continually develop and grow sustainable relationships. As a company we shall never accept anything less than a culture that fosters creativity, growth, and profitability for both our Partners and the company.

Formulated Solutions is seeking a Corporate FP&A Senior Analyst to support the Director of FP&A in a private equity-owned, multi-site CDMO. This role provides forecasting, EBITDA and cash‑flow modeling, pipeline analytics, recurring FP&A reporting, and executive, Board, lender, and sponsor reporting support. Success will be measured by accurate, timely, actionable analyses that improve business visibility and support disciplined business‑plan execution.

• Develop and maintain models/scenarios for budgeting, long‑term planning, and strategic scenarios.
• Analyze financial performance, including EBITDA, revenue, margin, SG&A, working capital, cash‑flow, and variance trends.
• Support forecast governance by consolidating inputs from Finance, Sales, Pricing, Operations, and site finance teams.
• Provide senior management with actionable insights on profitability, liquidity, pricing, and operational performance.
• Reporting & Performance Metrics:
  • Prepare monthly, quarterly, annual, TTM, and executive‑dashboard reporting packages.
  • Own recurring FP&A deliverables such as accrued sales, sales program bonus, addbacks, consulting spend, income statement roll‑forward, price increase tracking, pipeline/sales scorecards, TTM actuals, and Cap Ex consolidation.
  • Develop and track KPIs to measure revenue, margin, EBITDA, working capital, cash, and operational performance.
  • Support Board, Linden Capital, lender, and investor reporting, including ad‑hoc analysis for strategic projects.
  • Maintain pipeline analytics and pro forma business‑plan support for known programs and targeted opportunities.
  • Leverage Net Suite, Excel, and BI tools to improve data accuracy, automation, and reporting cadence.
  • Ensure compliance with financial reporting requirements and private equity stakeholder expectations.
  • Create and update EBITDA, cash‑flow, liquidity, customer profitability, pipeline, and Cap Ex models.
  • Perform scenario and sensitivity analysis to assess pricing, volume, margin, mix, working capital, and operational impacts.
• Operational Support:
  • Collaborate with Largo, Cleveland, Sales, Pricing, Operations, and Finance to understand business drivers and operational issues.
  • Support cost management, margin expansion, pricing governance, liquidity forecasting, and profitability analysis.
• Process Improvement:
  • Identify process improvements in FP&A reporting, forecasting, close support, and recurring task management.
  • Implement best practices to improve reporting accuracy, analysis efficiency, controls, and scalability.

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
• 6+ years of FP&A experience, preferably in manufacturing, healthcare, CDMO, pharmaceutical, or complex operating environments.
• Private equity, sponsor reporting, Board materials, or lender reporting experience is highly desirable.

• Proficiency in modeling, forecasting, budgeting, variance analysis, and executive‑ready reporting.
• Advanced proficiency in Excel, Net Suite/ERP systems, BI tools, and PowerPoint.
• Ability to work independently and collaboratively in a fast‑paced PE‑backed manufacturing environment.
• High attention to detail and strong organizational skills.
• Team oriented with ability to partner across Finance, Operations, Sales, Pricing, and site leadership.
• Strong time management and ownership of daily, weekly, monthly, and quarterly deliverables.
• Excellent analytical and problem‑solving skills with the ability to provide actionable insights.