Sr. FP&A Analyst

This role will play a key part in supporting financial planning, reporting, and operational analysis across the organization. The Senior Analyst will work closely with finance leadership and cross-functional teams to build dashboards, analyze performance metrics, and provide actionable insights that support strategic decision-making. The ideal candidate is highly analytical, proactive, and comfortable working with large datasets and multiple business systems. This position is part of a four-person FP&A team and will take a leadership role in driving financial analysis, reporting improvements, and business insights across the company. Key Responsibilities
Lead and support financial planning, forecasting, and budgeting processes across the organization.
Analyze financial performance including P&L results, operational metrics, and cost drivers.
Develop and maintain financial dashboards and KPI reporting across sales, operations, and corporate finance.
Design and enhance reporting and analytics tools using Excel, Power BI, Alteryx, and Access.
Extract and analyze data from ERP systems including Datacor.
Lead ROI analysis, capital project evaluation, and financial modeling.
Support analysis related to M&A activities and strategic initiatives.
Partner with operations, sales, and leadership teams to identify trends and opportunities for improvement.
Improve and automate financial reporting processes and data workflows.
Present financial insights and recommendations to management.
Help guide best practices in financial analysis and reporting within the FP&A team. Qualifications
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5+ years of professional experience, including 3+ years in FP&A or financial analysis.
Strong understanding of GAAP and financial statements, including P&Ls.
Advanced proficiency in Microsoft Excel.
Experience with Power BI, Alteryx, Access, and ERP systems (Datacor experience preferred).
Experience building dashboards and KPI reporting for business performance.
Experience in chemical, manufacturing, distribution, or water treatment industries preferred. Technical Skills
Advanced Microsoft Excel including financial modeling, pivot tables, Power Query, and complex formulas.
Experience with Power BI for building interactive dashboards and visualizations.
Experience using Alteryx for data preparation, automation, and workflow development.
Familiarity with Microsoft Access or similar database tools.
Experience extracting and analyzing data from ERP systems, preferably Datacor.
Ability to work with large datasets and integrate data from multiple sources.
Experience designing automated reporting and analytics solutions.
Knowledge of data modeling, KPI frameworks, and business performance metrics.
Familiarity with SQL or other data query tools is a plus.
Experience with financial modeling for forecasting, ROI analysis, and capital project evaluation. Skills & Competencies
Strong analytical and problem-solving abilities.
Ability to think creatively and develop solutions outside the box.
Excellent communication and presentation skills.
Ability to work collaboratively with cross-functional teams.
Strong attention to detail with the ability to manage multiple priorities.
Demonstrated ownership and accountability for projects and deliverables.
Ability to mentor and support junior analysts when needed.