FP&A Analyst

About This Role

The FP&A Analyst provides critical financial insights and forecasts to support strategic decision-making for a leading HVAC products and services provider. This role involves preparing detailed financial models, analyzing business performance, and assisting in sales forecasts.

Responsibilities

• Develop and maintain accurate sales forecasts across product lines and regions, with a focus to the Western regions of the business
• Lead the sales budgeting process, aligning forecasts with overall financial objectives
• Analyze market trends and sales pipelines to support forecast accuracy
• Maintain and update the sales backlog across all Western regions of the business
• Assist in the development of the annual budget and periodic forecasts
• Evaluate financial performance against budgets and forecasts, providing insightful variance analysis
• Leverage tools (e.g., Power BI and Adaptive) to generate regular financial reports to management, highlighting key performance indicators and trends
• Conduct thorough financial analysis to support strategic decision-making
• Collaborate with business units to develop accurate and timely financial forecasts
• Identify and communicate potential risks and opportunities to forecast accuracy
• Build and maintain complex financial models to assess business scenarios and investment opportunities
• Monitor and analyze departmental expenses, providing recommendations for cost optimization
• Maintain and update financial databases, ensuring accuracy and completeness of financial information
• Streamline and automate financial reporting processes wherever possible
• Provide financial insights and guidance to support departmental initiatives

Requirements

• Minimum of 3-5 years of experience in financial planning, analysis, sales planning, or related roles
• Strong analytical, problem-solving, and decision-making skills
• Strong knowledge of sales forecasting techniques and tools
• Experience with financial reporting systems (e.g., Adaptive)
• Experience with CRM systems (e.g., Salesforce) and reporting tools (e.g., Power BI)
• Excellent communication and presentation skills
• Ability to work in a fast-paced, dynamic environment and to manage multiple projects and meet deadlines
• Strong proficiency in Microsoft Excel and financial modeling

Qualifications

• Bachelor's degree in finance, accounting, or related field
• Minimum of 3-5 years of experience in financial planning, analysis, sales planning, or related roles

Nice to Have

• Knowledge of POC Accounting
• Experience in Construction, Engineering Services and related fields

Skills

* Required skills

Benefits