Position Summary

The Senior FP&A serves as a strategic business partner to commercial leadership, providing financial analysis, forecasting, reporting, and decision support that drives profitable growth. This role transforms data into actionable insights, helping leaders understand business performance, customer profitability, sales effectiveness, pricing impacts, and key business risks.

Working closely with Sales, Pricing, Operations, Product Management, and Executive Leadership, the Senior Analyst supports forecasting, annual planning, business reviews, and strategic initiatives while influencing key business decisions through data-driven recommendations.

Key Responsibilities

Forecasting & Planning

• Lead monthly forecasts for revenue, gross profit, and key business drivers.
• Support annual operating plans, strategic planning, and long-range forecasts.
• Build financial models to evaluate growth opportunities, risks, and market changes.
• Monitor performance against plan and communicate risks and opportunities.

Commercial Analysis

• Analyze sales, margin, customer, and product performance.
• Identify trends impacting revenue, profitability, market share, and customer retention.
• Evaluate performance across regions, customer segments, products, and sales teams.
• Provide actionable insights to improve commercial performance and profitability.

Reporting & Decision Support

• Prepare weekly, monthly, and quarterly reporting packages for leadership.
• Support business reviews with clear variance analysis and performance narratives.
• Develop presentations and analyses that support strategic, pricing, operational, and investment decisions.
• Conduct scenario modeling, profitability analysis, and business case development.

Data & Business Partnership

• Develop dashboards, KPIs, and reporting tools using Excel, Power BI, and enterprise systems.
• Improve reporting automation and data accessibility.
• Partner with Sales, Pricing, Operations, Supply Chain, and Finance leaders to support performance management and strategic initiatives.
• Act as a trusted advisor by delivering objective, data-driven recommendations.

Qualifications

Required

• Bachelor’s degree in Finance, Accounting, Economics, Business, Analytics, or related field.
• 4–7 years of experience in FP&A, commercial finance, business analytics, consulting, or related areas.
• Strong financial modeling and analytical skills.
• Advanced Excel proficiency.
• Experience analyzing large datasets and communicating insights to business leaders.

Preferred

• Experience supporting commercial, sales, or pricing organizations.
• Proficiency with Power BI and ERP systems (SAP preferred).
• Experience in manufacturing, distribution, industrial, or building products industries.
• Knowledge of forecasting, pricing analytics, and profitability analysis.

Success Measures

• Forecast accuracy and planning effectiveness.
• Timely, high-quality reporting and executive insights.
• Identification of profit improvement opportunities.
• Increased automation and reporting efficiency.
• Strategic impact on commercial and financial performance.