Financial Planning and Analysis Specialist

Finatal
US - West Virginia - Morgantown
January 4, 2025
Financial

Finatal is partnered with a well-known middle-market Private Equity Firm in search of an FP&A Specialist for one of their new portfolio company acquisitions.
The company is a $170mil manufacturer and service provider of industrial equipment.
This is an exciting opportunity to join a newly acquired portfolio company of a reputable private equity firm that has aggressive growth plans.

Reporting to the Controller, the FP&A Specialist will play a pivotal role in providing financial insights and projections to the organization.
This individual will be responsible for analyzing financial data, creating financial models, and generating reports to help guide strategic decision-making.

The FP&A Specialist will collaborate with various departments to develop budgets, forecasts, and performance metrics, ensuring that the company's financial goals are achieved.
The role is in office and will require onsite presence in Pittsburgh as well as Morgantown, WV.

Financial Analysis and Reporting:

Analyze financial data and performance metrics to identify trends, variances, and areas for improvement
Prepare and distribute monthly, quarterly, and annual financial reports
Own the revenue recognition process including setting up projects, booking monthly journal entries and various reconciliations for forecasting
Prepare quarterly review of E&O reserves
Perform monthly borrowing base reporting / covenant compliance calculations
Develop and maintain complex financial models to support business planning and decision-making including 13-week Cash Flow models

Budgeting and Forecasting:

Ability to build a three-statement financial model from scratch
Assist in the preparation of the Annual Operating Plan including the yearly budget
Collaborate with department heads to gather necessary information for budget development
Monitor actual performance against budget and forecast, providing variance analysis and insights

Ad-Hoc Analysis:

Perform ad-hoc financial analysis as required by managemente.g., price / volume analysis by product, by customer, sensitivity analysis, etc.
Support special projects and initiatives with financial data and insights

Requirements:

Minimum 6-8 years of relevant professional experience working in a FP&A capacity.
Strong preference for candidates with experience in a multi-site manufacturing environment and similar experience in a PE-owned portfolio company

Solid understanding of finance function processes and best-in-class practices
Financial Planning:
Managing budgeting process and policies, provide rolling 12-month financial forecasting, S&OP, and working capital forecasting
Experience developing complex financial models including 13-week cash flow forecasts
Data Analysis:
Advanced understanding of metrics, ability to identify trends and predict data outcomes that shape programs and affect business decisions
Management Accounting:
Evaluate the cost/volume/profitability of the organization's products or services; perform analyses on internal KPIs as well as KPIs for target customers, etc.
Significant expertise in identifying gaps to target, and in the development & execution of plans to improve performance
Experience working in a Private Equity owned company and/or Publicly Held company
Systems experience utilizing Hyperion reporting writing and manufacturing software.
Advanced Excel and PowerPoint skills.
Additional expertise in other finance, analytics & visualization tools is strongly preferred (e.g., Alteryx, Power BI, Tableau)
Currently residing in the South of Pittsburgh or Morgantown, WV area and willing to commute between the two offices on an as needed basis.

Read the full job description and apply online on the recuiter's web-site

Financial Planning and Analysis Specialist

Financial Planning and Analysis Specialist

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