Intake Specialist
January 7, 2026HR Administrative Assistant
January 8, 2026Job Description
FP&A Analyst
Overview
We are helping our private equity–backed, international manufacturing company find a highly analytical and systems-driven FP&A Analyst with 3–5 years of experience. This role will support budgeting, forecasting, financial reporting, and performance analysis in a fast-paced, results-oriented environment focused on operational execution, EBITDA growth, and value creation.
The ideal candidate is an advanced Excel user with strong financial systems expertise and a demonstrated interest in leveraging AI-enabled tools to enhance analysis, automate reporting, and improve forecasting accuracy. Experience with Adaptive Planning, Domo, and exposure to NetSuite are strongly preferred.
Key Responsibilities
Budgeting & Forecasting
- Own key components of the annual budget and rolling forecast processes in a PE-backed operating environment
- Build and maintain detailed financial models for revenue, COGS, labor, overhead, and capital expenditures
- Analyze and explain variances vs. budget, forecast, and prior periods with a focus on drivers, accountability, and corrective actions
- Utilize AI-enabled forecasting, modeling, and variance analysis tools (where appropriate) to improve speed, accuracy, and insight
Financial Analysis & Decision Support
- Deliver margin, product, customer, and operational profitability analysis
- Support pricing, cost reduction, productivity, and capacity planning initiatives
- Perform scenario and sensitivity analyses, incorporating AI-assisted modeling and data analysis techniques
- Partner closely with sales, operations, supply chain, and commercial teams to understand manufacturing and cost drivers
Reporting & Systems
- Prepare monthly management reporting packages and KPI dashboards for executive leadership and PE stakeholders
- Maintain and enhance reporting in Adaptive Planning, Domo, and advanced Excel models
- Leverage AI tools and automation technologies to streamline data preparation, reporting workflows, and insight generation
- Support ERP-driven reporting and data integrity efforts, with NetSuite exposure preferred
- Collaborate with Accounting to ensure alignment between actuals, forecasts, and management reporting
Process Improvement & Value Creation
- Identify opportunities to apply AI, automation, and advanced analytics to improve FP&A processes, reporting cadence, and forecasting accuracy
- Help standardize reporting across international entities and manufacturing sites
- Support ad-hoc analysis, lender reporting, board materials, and transaction-related requests as needed
Qualifications & Experience
Required
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 3–5 years of FP&A, corporate finance, or analytical experience
- Advanced Excel skills (complex formulas, pivot tables, Power Query, financial modeling)
- Experience working with financial planning, BI, or analytics systems
- Demonstrated ability or strong interest in using AI tools to enhance financial analysis and reporting
- Ability to operate with urgency and ownership in a PE-backed environment
Preferred
- Manufacturing, operations, or supply chain finance experience
- Hands-on experience with Adaptive Planning and Domo
- Working knowledge of NetSuite or similar ERP systems
- Experience supporting multi-entity and international organizations
- CPA, CFA, or MBA a plus
Key Attributes for Success
- Action-oriented, detail-driven, and comfortable with ambiguity
- Curious, tech-forward mindset with a focus on continuous improvement and automation
- Strong business partner capable of translating data into actionable insights
- Clear communicator able to support executive- and PE-level discussions