Financial Planning Analyst

About the job

Position Summary

The FP&A Analyst supports revenue forecasting, planning, and performance analysis by translating sales, pricing, and volume drivers into actionable financial insights. This role partners closely with Sales, Operations, Marketing, and Finance to improve forecast accuracy, margin performance, and decision-making across the organization.

Key Responsibilities

• Develop and maintain revenue forecasts, budgets, and long-range plans based on volume, pricing, mix, and customer trends
• Analyze actuals vs. forecast and budget, preparing variance explanations and performance insights
• Partner with Sales and Operations to understand demand drivers, pipeline activity, and capacity constraints
• Build financial models to support pricing decisions, promotional analysis, and margin optimization
• Track and report KPIs related to revenue growth, gross margin, mix, backlog, and order intake
• Support month-end close by reconciling revenue data and aligning forecasts with actual results
• Create dashboards and reports using Excel, BI tools, and ERP data to communicate performance trends
• Perform ad hoc analysis for leadership to support strategic initiatives and commercial decisions
• Improve forecasting accuracy and efficiency through process standardization and automation
• Ensure data integrity and consistency across revenue, sales, and financial reporting systems

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 2–4 years of experience in FP&A, RP&A, financial analysis, or revenue analytics
• Strong analytical and financial modeling skills
• Advanced Excel proficiency; experience with ERP and reporting systems
• Ability to translate complex data into clear, actionable insights

Preferred Qualifications

• Experience in manufacturing, distribution, or revenue-driven operating environments
• Exposure to pricing analysis, demand planning, or sales analytics
• Experience with BI tools (Power BI, Tableau) and planning systems
• Strong communication skills and comfort partnering cross-functionally

Key Competencies

• Revenue and margin analytics
• Forecasting and variance analysis
• Business partnership and stakeholder communication
• Data visualization and storytelling
• Continuous improvement mindset