Financial Planning and Analysis Analyst

Financial Planning Analyst

Our client is seeking a highly skilled Financial Planning Analyst to provide strategic financial guidance and insights across all leaders of our organization. This individual contributor role will play a critical role in rebuilding and enhancing FP&A processes, reporting structures, and dashboards across the organization.

The FP&A Analyst will collaborate with Accounting, IT, Data Analytics, and business leaders across the Commercial, MEP Systems, Engineering, and Energy divisions to provide strategic financial expertise and support organizational goals. This role requires a professional who can translate complex financial data into actionable insights, provide expertise to guide decision-making, and influence leaders at all levels of the organization.

Reporting to the Director of Financial Planning and Analysis, we are seeking candidates with the following experience:

• Serve as a strategic financial advisor to business leaders, providing actionable insights to support operational and strategic decision-making
• Develop, maintain, and enhance financial planning and analysis processes, reporting structures, and dashboards
• Collaborate with Accounting to ensure accurate financial reporting and reconciliation
• Partner with IT and Data Analytics teams to improve reporting tools and implement data-driven insights
• Build and maintain financial models to support budgeting, forecasting, and strategic planning
• Monitor business performance against budgets, forecasts, and KPIs, identifying trends and opportunities for improvement
• Support capital planning and investment analysis, evaluating potential projects and their financial impact
• Assist with special projects related to process improvement, financial strategy, and organizational growth
• Prepare and deliver presentations to business leaders and senior management, translating complex financial information into clear, actionable recommendations
• Partner with business leaders across multiple divisions, including HVAC, MEP design, energy efficiency, weatherization, plumbing, electrical, and construction services
• Drive continuous improvement of FP&A processes, tools, and reporting to meet the needs of a large, complex organization

This is an individual contributor role with no direct reports.

• 3+ years of FP&A experience in a large, complex organization
• Proven experience in financial modeling, budgeting, forecasting, and variance analysis
• Demonstrated ability to present complex financial data to executives and business leaders
• Collaborative experience working with Accounting, IT, and Data Analytics teams
• Strong proficiency in Excel, Velixo, and Microsoft BI
• Bachelor's degree in Finance, Accounting, Economics, or related field