Sr. FP&A Analyst / FP&A Analyst

Location: Trussville, AL (On-Site)
Employment Type: Direct Hire
Compensation: Up to $130,000 base + 10% bonus 
Relocation: Relocation assistance may be available for the right candidate

About the Opportunity

A growing, family-owned organization is seeking a Sr. FP&A Analyst / FP&A Analyst to join its expanding Finance & FP&A team. This is a newly created position designed to support continued growth and the development of a modern FP&A function.

This role offers the opportunity to work closely with leadership on financial reporting, budgeting and forecasting, profitability analysis, business intelligence, process improvement, special projects, and M&A-related initiatives. The ideal candidate is analytical, curious, detail-oriented, and comfortable working in a fast-paced environment where priorities can evolve quickly.

With approximately $500 million in revenue, the organization offers the resources and complexity of a large company while maintaining the culture and accessibility of a family-owned business. This is an excellent opportunity for someone who wants to make a visible impact and grow their career within an expanding finance organization.

Key Responsibilities

• Support monthly and quarterly financial reporting, including variance analysis and management reporting.
• Assist with monthly management reviews and quarterly Board of Directors presentations.
• Prepare financial presentations, reporting packages, and executive-level decks.
• Support the annual budgeting and forecasting process, including preparation of materials for leadership and Board review.
• Analyze product segments, customer profitability, sales performance, and overall business performance.
• Partner with Sales and Operations to identify opportunities to improve customer wallet share and revenue growth.
• Analyze existing customer purchasing activity and identify opportunities to expand product penetration.
• Support the financial integration and standardization of newly acquired businesses.
• Participate in M&A due diligence and other strategic financial projects.
• Report and analyze sales representative performance and key business metrics.
• Leverage Business Intelligence tools and data to identify trends, opportunities, and areas for improvement.
• Support ERP/system upgrades, integrations, and implementation of new financial processes.
• Assist with process improvement initiatives across Finance and FP&A.
• Perform financial analysis, reconciliations, and other ad hoc reporting as needed.
• Collaborate cross-functionally with Finance, Sales, Operations, and other business leaders.
• Support month-end activities as needed, with the primary focus of the role being FP&A rather than accounting close.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.
• 2–4+ years of relevant experience for an FP&A Analyst or 5–7+ years for a Senior FP&A Analyst.
• Strong financial reporting and analytical experience.
• Working knowledge of GAAP and financial statements.
• Experience with budgeting and forecasting.
• Strong variance analysis and financial modeling capabilities.
• Experience with reconciliations and audit-related activities.
• Advanced Microsoft Excel skills.
• Strong attention to detail and ability to work with large amounts of financial data.
• Ability to manage multiple projects and priorities in a fast-paced environment.

Preferred Experience

• Experience with JDE or another major ERP system.
• Experience with Planful or another FP&A platform.
• Exposure to Anaplan or similar planning/forecasting tools.
• Business Intelligence/reporting experience.
• Operational finance experience.
• Experience supporting acquisitions, integrations, or M&A due diligence.
• Experience working with newly acquired businesses or financial system integrations.

What We're Looking For

• Analytical and detail-oriented with a strong ability to identify trends, variances, and opportunities.
• Curious and eager to understand how the business operates beyond the numbers.
• Hardworking and adaptable, with the ability to thrive in a fast-moving environment.
• Comfortable asking questions, learning new systems, and taking ownership of projects.
• Strong communicator who can translate financial information into meaningful business insights.

Why Join?

• Newly created position within a growing FP&A organization.
• Opportunity to help shape and improve the FP&A function.
• Significant exposure to senior leadership and strategic business initiatives.
• Opportunity to work on M&A, business integration, systems, BI, and process improvement projects.
• Approximately $500 million family-owned organization with the resources of a large company and the culture of a smaller organization.
• Strong opportunity for long-term career growth, including potential advancement into management.
• Relocation assistance may be available for the right candidate.