Job Summary: The Financial Planning and Analysis (FP&A) Specialist is responsible for driving financial performance through analysis, forecasting, and strategic planning. This role involves preparing financial reports, conducting variance analysis, and collaborating with various departments to provide actionable financial insights that align with the company's business objectives. The FP&A Specialist works closely with the Director of Finance and Accounting Manager to ensure seamless integration of financial data for accurate reporting and analysis. This role requires an individual who exemplifies the company values of humble, driven, and solutions-oriented.
Humble – Employees that are team players and are respectful of others and the job at hand. Great team players lack excessive ego or concerns about status. Humble employees are quick to point out contributions of others and slow to seek attention of their own.
Driven – Employees who are motivated and focused on self improvement. Driven or hungry employees are always looking for more. More things to do, learn, and take responsibility for. They never have to be pushed by a manager to work harder because they are self-motivated and diligent.
Solutions Oriented – Employees who focus on solving, and preventing problems from occurring, not just identifying them. This is equal parts of problems with systems and processes and the common sense that an employee has about people. They are aware, act appropriately, ask good questions, and listen to understand.
Role and Accountability:

• Focus on forecasting, modeling, and long-term planning rather than transactional financial tasks like reconciliations, which are handled by the Accounting Manager.
• Analyze the trends of key performance indicators (KPIs), especially relating to financial metrics such as sales, expenses, and profit margin.
• Monitor KPIs and identify the cause of any unexpected variances.
• Develop and continually improve budgeting, financial projections, and operating forecasts.
• Provide ad-hoc business performance reporting.
• Present the monthly and quarterly financial reports of various units and departments.
• Implement a business intelligence tool and dashboard reports.
• Develop financial models and analyze them to support strategic initiatives.
• Support the management team and Department Leaders with data-driven analysis.
• Prepare and analyze financial reports, ensuring accuracy and compliance with accounting standards.
• Conduct variance analysis and develop financial models to support decision-making.
• Collaborate with various departments to provide financial insights and recommendations.
• Lead the preparation and review of annual budgets and financial forecasts.
• Partner with senior leadership to monitor business performance using KPIs and financial analysis.
• Monitor and manage costs to ensure financial stability and efficiency.
• Develop and execute financial processes that streamline operations and improve efficiency.
• Oversee the implementation and optimization of ERP systems for financial operations.
• Champion a culture of continuous improvement and teamwork within the finance department.
• Facilitate regular meetings with stakeholders to discuss financial performance and strategies.
• Work closely with the Accounting Manager to ensure alignment between financial analysis, budgeting, and accounting processes.
• Regularly collaborate with the Accounting Manager to discuss financial results, identify trends, and resolve discrepancies between financial reporting and forecasting.
• Partner with the Accounting Manager in preparing accurate month-end financial reports and forecasts to ensure consistency between operational performance and financial reporting.
• Coordinate with the Accounting Manager to streamline financial processes, ensure compliance with internal controls, and enhance efficiency in the department.
• Collaborate on the development of financial models and projections that support decision-making and business growth.
• Facilitate communication between financial planning and accounting teams to ensure smooth execution of cross-functional projects.
• Ensure financial goals, forecasts, and analyses are aligned with the Accounting Manager's operational strategies and reporting timelines.
• Facilitate Level 10 meetings with the Director of Finance and Accounting Manager to discuss trends, align strategies, and ensure financial data flows seamlessly for forecasting, budgeting, and reporting.
• Foster a culture of continuous improvement within your Department by identifying inefficiencies, implementing process enhancements, and driving innovation in financial operations
• Ensure alignment across operational activities by facilitating cross-functional collaboration and communication.
• Lead by example, setting a high standard for others by living the company's values, fostering a culture of respect, collaboration, and continuous improvement.
• Attend Level 10 meetings and other department meetings, representing the role and driving organizational efficiency and effectiveness.
• Collaborate with cross-functional teams, including senior leadership, to address challenges, identify actionable solutions, and align financial strategies with overall organizational objectives.
• Utilize Microsoft To-Do for task tracking and reminders to ensure efficient organization and completion of daily tasks, promoting productivity and accountability within the department.
• Perform other duties as assigned.

Knowledge, Skills and Abilities:

• In-depth knowledge of financial planning and reporting principles.
• Strong analytical skills and proficiency in financial modeling techniques.
• Excellent communication skills for presenting complex data.
• Ability to manage multiple priorities and work collaboratively in a team environment.

Education and Experience:

• Bachelor's degree in Finance or Accounting; CPA or CFA designation preferred.
• Minimum of 3-5 years of experience in financial planning and analysis or a related field.
• Proficiency in Microsoft Office suite, particularly Excel, Power BI and experience with ERP systems.

Salary $60,000 to $80,000 annually

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