Description
Position: SR. FP&A Analyst
Classification: Full-Time/Exempt
Location: Corporate
Reports To: VP Finance/IT
Summary:
We are seeking a detail-oriented, highly analytical FP&A Analyst to join our finance team. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities.
Essential Functions:
- Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
- Develop and maintain financial models for various business units and projects.
- Analyze financial data to identify trends, variances, and opportunities for improvement.
- Collaborate with cross-functional teams to gather relevant information for financial analysis.
- Support the monthly financial reporting process, including variance analysis and management reporting.
- Prepare ad-hoc financial analyses and reports as needed to support decision-making.
- Assist in the evaluation of potential investments, mergers, and acquisitions.
- Continuously improve financial processes and systems to enhance efficiency and accuracy.
Requirements
- Bachelor’s degree in finance, Accounting, or a related field.
- Minimum of 3 years of experience in financial planning and analysis, or a similar role.
- Strong financial modeling and analytical skills.
- Expert in Microsoft Excel and financial software applications, such as NetSuite and Adaptive.
- Knowledge of accounting principles and financial statement analysis.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Strong attention to detail and problem-solving abilities.
Supervisory Responsibility
This position has no direct supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 7:00 a.m. to 4:00 p.m. This position may require long hours and occasional travel within its operating cities and out of area locations.
Required Experience·
- Four to six years of related job experience.
- BA or BS in Accounting/Finance or Business required.
- Ability to interpret GAAP and prepare all required financial reporting
- Basic competence in duties and tasks of supervised employees
- Working knowledge of data collection, data analysis, and evaluation
- Ability to work with all levels of management· Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow
- Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm· Excellent written and verbal communication skills· Proficient in Excel and accounting software programs
Preferred Education and Experience
- Bachelor’s degree and 5-8 years of Accounting, Finance or Tax job experience.
- NetSuite, Adaptive experience strongly desired, but not required.
- Construction or Service industry experience a plus.
Skills Required
- Bachelor’s degree in Finance, Accounting, Business, or a related field
- At least 3 years of financial planning and analysis or similar experience
- Four to six years of related job experience
- Ability to interpret GAAP and prepare required financial reports
- Strong financial modeling, analytical, organizational, and problem-solving skills
- Proficiency in Microsoft Excel and accounting software
- Knowledge of accounting principles and financial statement analysis
- Excellent written, verbal, and interpersonal communication skills
- Ability to work independently and collaboratively in a fast-paced environment
- Strong attention to detail and ability to manage priorities and workflow
- NetSuite and Adaptive experience
- Five to eight years of Accounting, Finance, or Tax experience
- Construction or service industry experience
What We Do
R.F. MacDonald Co. services and sells boilers, pumps, and accessories for commercial and industrial applications, offering hydronic plumbing and heating equipment and supplies.
