Senior Financial Planning & Analysis (FP&A) Analyst

Posted 2 Days Ago
Hayward, CA, USA
In-Office
140K-150K Annually
Senior level
Other
The Role
Supports budgeting, forecasting, long-range planning, financial modeling, variance analysis, reporting, and strategic decision-making. Partners with business leaders to evaluate performance, identify risks and opportunities, improve forecasting and reporting processes, and assess investments, acquisitions, and other initiatives. Prepares management presentations, conducts ad hoc analyses, and translates complex financial information into actionable recommendations.
Summary Generated by Built In
Senior Financial Planning & Analysis (FP&A) Analyst

R.F. MacDonald Co. | A Cleaver-Brooks Company

 

Location: Hayward, CA
Work Arrangement: Onsite
Employment Type: Full-Time | Exempt
Salary Range: $140,000 – $150,000 annually

About R.F. MacDonald Co.

Founded in 1956, R.F. MacDonald Co. (RFM) has built a strong reputation as a trusted provider of boiler and pump solutions for commercial and industrial customers throughout California and Nevada. With nearly 300 employees, RFM specializes in equipment sales, engineering, installation support, maintenance, and field service, delivering innovative solutions and exceptional customer support.

Now proudly a Cleaver-Brooks company, R.F. MacDonald is entering an exciting new chapter of growth. Our partnership combines RFM's longstanding customer relationships, technical expertise, and service capabilities with the resources and industry leadership of Cleaver-Brooks, a global leader in integrated boiler and thermal energy solutions.

Together, we're building on nearly 70 years of experience while creating new opportunities for innovation, collaboration, and continued growth.

About the Opportunity

R.F. MacDonald Co. is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.

This is an opportunity for an analytical, business-minded finance professional who enjoys working beyond the numbers to help drive business performance and strategic decisions.

In this role, you'll partner with leadership and cross-functional teams to support financial planning, forecasting, budgeting, and performance analysis. You'll play an important role in translating financial data into meaningful insights, identifying opportunities for improvement, and helping shape the company's financial strategies.

We're looking for someone who is detail-oriented, proactive, and comfortable working in a collaborative, fast-paced environment.

What You'll Do
  • Drive financial planning: Support annual budgeting, forecasting, and long-range financial planning initiatives.

  • Deliver actionable insights: Analyze financial results, trends, and variances to identify business opportunities, risks, and areas for improvement.

  • Build financial models: Develop and maintain financial models that support business planning, operational performance, and strategic initiatives.

  • Partner with business leaders: Collaborate across departments to understand business drivers, evaluate performance, and support informed decision-making.

  • Support financial reporting: Prepare monthly financial reports, variance analyses, and management presentations.

  • Evaluate growth opportunities: Provide financial analysis to support potential investments, acquisitions, and other strategic business decisions.

  • Improve processes: Identify opportunities to streamline financial reporting, strengthen forecasting accuracy, and improve overall efficiency.

  • Support special projects: Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.

What We're Looking For
  • Bachelor's degree in Finance, Accounting, Business, or a related field.

  • 4+ years of experience in financial planning and analysis, accounting, or a related finance function.

  • Strong financial modeling, forecasting, budgeting, and analytical capabilities.

  • Advanced proficiency in Microsoft Excel and experience working with financial reporting systems.

  • Solid understanding of GAAP, financial statements, and accounting principles.

  • Ability to analyze complex financial information and communicate findings clearly to business leaders.

  • Strong organizational, problem-solving, and communication skills.

  • Ability to manage multiple priorities, work independently, and collaborate effectively across teams.

 Preferred Qualifications
  • 5–8 years of progressive experience in Finance, Accounting, or a related discipline.

  • Experience with NetSuite and/or Adaptive Planning.

  • Experience in the construction, industrial services, or related industries.

  • Experience supporting financial analysis across multiple business units or operational functions.  

Why Join R.F. MacDonald Co.?

At R.F. MacDonald, you'll join an established organization with a history of technical expertise, strong customer relationships, and a commitment to its employees. As part of Cleaver-Brooks, we're building on that foundation with expanded resources, capabilities, and opportunities for continued growth. This position offers the opportunity to collaborate with business leaders, contribute to meaningful financial decisions, and play an important role in supporting the company's future success.

Ready to make an impact? If you're a finance professional who enjoys solving problems, turning data into actionable insights, and partnering with others to drive results, we'd like to hear from you. Apply today and explore your future with R.F. MacDonald Co., a Cleaver-Brooks company.Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Skills Required

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • 4+ years of experience in financial planning and analysis, accounting, or a related finance function
  • Strong financial modeling, forecasting, budgeting, and analytical capabilities
  • Advanced proficiency in Microsoft Excel
  • Experience working with financial reporting systems
  • Understanding of GAAP, financial statements, and accounting principles
  • Ability to analyze complex financial information and communicate findings clearly to business leaders
  • Strong organizational, problem-solving, and communication skills
  • Ability to manage multiple priorities, work independently, and collaborate effectively across teams
  • 5-8 years of progressive experience in Finance, Accounting, or a related discipline
  • Experience with NetSuite and/or Adaptive Planning
  • Experience in construction, industrial services, or related industries
  • Experience supporting financial analysis across multiple business units or operational functions

Cleaver-Brooks Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cleaver-Brooks and has not been reviewed or approved by Cleaver-Brooks.

  • Healthcare Strength — Health coverage is described as broad, with medical, dental, vision, HSA/FSA options, disability, and virtual visits included. Feedback suggests many find the plans acceptable in cost, though experiences can differ by role or location.
  • Retirement Support — A company-matching 401(k) is advertised and seen as a meaningful part of the package. Feedback suggests this adds tangible long-term value to overall compensation.
  • Leave & Time Off Breadth — Paid vacation and 11 paid holidays are highlighted as standard offerings. Feedback suggests time-off availability is generally solid, though application may vary by site or classification.

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The Company
HQ: Thomasville, GA
1,001 Employees

What We Do

Cleaver-Brooks, Inc., a manufacturer of boiler room products for over 90 years, is the only single source manufacturer and supplier of boiler room products including boilers, burners, accessories and controls. With the vast changes in Environmental and Government regulations in North America and around the world, Cleaver-Brooks, Inc. is committed to heavily investing in cutting edge burner and boiler development. This development provides industrial and commercial users with the highest efficiency and lowest NOx emitting packages on the market today. Our commitment to technology and the environment offers our customers a payback on their investment whether purchasing a new boiler or retrofitting an existing one. High efficiency boilers contribute to the reduction in fuel and carbon footprint resulting in dollars saved and a clean environment.

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