Senior Financial Planning and Analysis Analyst

Benefits

• Health insurance
• Paid time off
• Vision insurance
• 401(k)
• 401(k) matching
• Dental insurance

The Senior Financial Planning & Analysis (FP&A) Analyst is a newly created, high-impact role responsible for building and leading the company's FP&A function. Working closely with the CFO, COO, General Managers, and executive leadership, this position will develop budgeting, forecasting, financial reporting, and analytical processes that drive strategic decision-making and business growth across five geographic markets. The role will transform financial and operational data into actionable insights, improve profitability, support long-term planning, and identify opportunities to leverage AI and automation to increase efficiency and enhance business performance.

• Lead the annual budgeting process for all five markets.
• Develop and maintain rolling monthly and quarterly forecasts.
• Prepare and manage the company’s three-year financial plan.
• Coordinate budget submissions from each market and ensure consistency across assumptions.
• Work with the CFO and COO to establish revenue, margin, labor, overhead, and capital expenditure targets.
• Develop scenario analyses including Base Case, Best Case, Downside Case, and economic sensitivity analyses.
• Utilize AI-driven forecasting tools to enhance predictive accuracy and identify emerging trends.
• Update forecasts as market conditions change.

• Develop and deliver timely financial reporting packages and executive dashboards that provide visibility into financial and operational performance.
• Analyze business performance across markets, divisions, customers, service lines, and individual projects to identify trends and opportunities.
• Monitor key financial and operational KPIs including revenue, profitability, margins, cash flow, working capital, labor productivity, and sales performance.
• Provide actionable insights and recommendations to improve profitability, operational efficiency, and long-term performance.
• Establish and monitor key performance indicators (KPIs) that align financial performance with operational execution.

• Perform variance analysis and identify the key drivers of financial and operational performance.
• Build financial models to evaluate profitability, pricing, resource allocation, capital investments, and other strategic initiatives.
• Support leadership with financial analysis for operational decisions, business planning, and investment opportunities.
• Translate complex financial information into clear recommendations for operational leaders.

• Serve as a trusted financial advisor to the CFO, COO, and General Managers across all markets.
• Support strategic initiatives including geographic expansion, acquisitions, capital investments, and long-term planning.
• Prepare executive presentations and communicate financial insights that support informed decision-making.
• Prepare executive-level presentations and reporting packages for monthly operating reviews, quarterly business reviews, annual planning meetings, and other leadership presentations.

• Enhance financial reporting through advanced Excel modeling, business intelligence tools, and automation.
• Develop scalable reporting processes that improve accuracy, consistency, and efficiency across the organization.
• Identify opportunities to leverage AI and automation to streamline workflows, improve reporting, and strengthen decision-making.
• Maintain data integrity and establish standardised reporting practices across all markets.

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 5+ years of progressive FP&A, corporate finance, or financial analysis experience.
• Strong proficiency with Quick Books, including financial reporting and extraction of operational data.
• Advanced Microsoft Excel skills, including complex financial models, Power Query, pivot tables, dashboards, and scenario analysis.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong understanding of GAAP…