FP&A Senior Analyst

Summary

At Factory Direct Enterprises LLC d/b/a Ashley (FDE), we are committed to "Amazing" our Team Members by supporting their journey toward becoming their best selves. This commitment is reflected in our competitive compensation, benefits, culture, and growth opportunities, all of which align with our vision of being the employer of choice in every community we serve.

Who We Are:

• #1 Selling Furniture Brand in the World
• #1 Retailer of Furniture and Bedding in the United States

As an industry leader, we offer the best compensation package in the furniture industry, including:

• Competitive Base Salary range between $ $105,000 – $125,000 annually based on qualifications and relevant experience.
• 401(k) Program with a company match.
• Paid Time Off and Holiday Pay, including your birthday.
• Medical, Dental, and Vision Benefits starting as low as $25 a week.
• Referral Bonuses: Earn up to $1,000 for referring qualified candidates for open positions.

Our Culture and Team Member Programs: At FDE, we pride ourselves on a culture of recognition and growth. We believe in investing in our team and value their feedback through programs like Employee Surveys. Our Ashley Cares programs highlight our commitment to our team, our guests, and our communities, including:

• Hope to Dream: For every mattress sold, a portion of the proceeds is used to purchase and donate beds to children in need (ages 3-16).
• Give a Day: Every Team Member is encouraged to volunteer for one day per year with an approved organization, and we'll pay you for that day.
• Corporate Chaplains: Providing support in areas such as grief care, hospital visits, marriage and parenting support, aging parents, and stress management.
• Life Resources: Quarterly events supporting Team Members in areas like finances, relationships, health, and wellness.
• Team Member Relief Fund: Offering financial support for unexpected life events.
• SmartDollar: A FREE financial wellness program to help you budget, reduce debt, and save for the future.

Essential Functions

The FP&A Senior Analyst is a strategic finance partner responsible for transforming data into actionable insights that drive business performance across Factory Direct Enterprises (FDE). This role goes beyond reporting numbers — it exists to explain, influence, and improve results.

The FP&A Senior Analyst leads forecasting, budgeting, month-end analysis, and financial modeling efforts that inform critical decisions for leadership and the Board. The ideal candidate combines analytical rigor with strong business acumen, communicates clearly, and takes full ownership of deliverables from start to finish. This position requires curiosity, initiative, and the confidence to challenge assumptions while maintaining accuracy and professionalism.

Key Responsibilities

Month-End Reporting & Analysis

• Lead the month-end financial analysis process, delivering accurate and timely reporting packages that summarize company performance.
• Perform detailed variance analysis versus budget, forecast, and prior year — identifying root causes and actionable insights.
• Prepare the monthly Executive Financial Package and quarterly Board reporting slides, including commentary that clearly communicates key trends, risks, and opportunities.
• Partner with Accounting to ensure understanding of key accruals, adjustments, and timing variances impacting reported results.
• Present monthly results to Finance leadership and support follow-up analysis as needed.

Financial Planning & Forecasting

• Lead the monthly forecasting process, ensuring completion and submission by the 8th business day of each month.
• Partner with business leaders to identify drivers, risks, and opportunities that impact performance.
• Build and maintain forecasting frameworks that link operational inputs (sales, traffic, units, and headcount) to financial outcomes.
• Prepare clear variance analyses and commentary that summarize financial trends and inform future forecasts.
• Support leadership with forward-looking projections and scenario analyses that guide business decisions.

Budgeting & Strategic Planning

• Own the annual budgeting process from timeline creation to Board presentation.
• Coordinate data collection and validation across departments to ensure completeness and accuracy.
• Consolidate departmental budgets into a fully reconciled company-wide budget, with supporting schedules and assumptions.
• Develop presentation materials and narratives summarizing key takeaways, performance goals, and strategic priorities.
• Deliver a final, presentation-ready budget that requires minimal management intervention.

Financial Modeling & Analysis

• Design and maintain an integrated forecasting model that projects revenue through cash monthly.
• Use models to perform sensitivity analysis and scenario testing, evaluating the financial impact of different business outcomes.
• Continuously improve model accuracy and usability through automation, data integration, and enhanced logic.
• Translate model outputs into clear, actionable recommendations that inform leadership decisions.

Performance Reporting & Insights

• Oversee the creation and maintenance of recurring operational reports and dashboards (Power BI, Excel, or similar), ensuring the development team delivers clear, actionable insights into project progress, throughput, quality, and overall departmental performance.

• Automate recurring reports to improve efficiency and timeliness while ensuring accuracy and consistency.
• Produce executive-ready slides and analyses that summarize the "what," "why," and "what's next" of company performance.
• Partner with department leaders to explain trends and ensure alignment on drivers, impacts, and corrective actions.
• Continuously evolve reporting tools to enhance clarity and relevance to the business.

Business Partnership & Communication

• Serve as the financial partner to department and operational leaders.
• Communicate proactively — sharing insights and updates before being asked.
• Participate in business reviews, providing clear financial context and recommendations for improvement.
• Build trust and credibility through consistent follow-through, accuracy, and ownership.

Process Improvement & Leadership

• Identify opportunities to streamline and automate planning, reporting, and analysis processes.
• Collaborate with IT/Development to improve data accuracy and integration across systems (ERP, Power BI, Excel).
• Mentor team members by sharing best practices in modeling, variance analysis, and presentation development.
• Uphold FDE's core values — humility, teamwork, relentlessness, and passion for service — in every aspect of work.

Schedule Expectations

• Full-time Position - Minimum of 40 hours per week
• Hybrid Schedule: Mon/Tues/Thurs in office required

Education & Experience Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CFA a plus.
• 5–8 years of progressive experience in FP&A, corporate finance, or strategic analysis.
• Strong experience with month-end financial reporting, forecasting, and executive presentations.
• Proven ability to manage the budgeting process and deliver insights directly to senior leadership.
• Retail, distribution, or multi-location business experience preferred.

Technical Skills:

• Advanced Excel skills (complex formulas, dynamic arrays, pivot tables, scenario modeling).
• Proficiency in Power Query and Power BI or other business intelligence tools.
• Experience with ERP systems (Royal4, STORIS, NetSuite, or comparable).
• Strong understanding of GAAP financial statements, variance analysis, and data validation.

• Ability to automate reporting processes and build efficient analytical tools.

Core Competencies:

• Extreme Ownership: Takes full accountability for results and outcomes.
• Analytical Rigor: Synthesizes large data sets into clear, actionable insights.
• Proactive Communication: Keeps leadership informed and anticipates information needs.
• Strategic Thinking: Connects financial data to business drivers and outcomes.
• Process Improvement: Continuously challenges inefficiencies to optimize performance.
• Executive Presence: Delivers analysis and recommendations confidently and clearly.