Senior Financial & Planning Analyst
Core
Lead financial analysis, variance reporting, and capital planning to support management decision-making and project profitability assessment.
Role type
Senior Financial & Planning Analyst (FP&A)
Builds
Monthly financial reports, forecasts, budgets, variance analyses, and project profitability dashboards.
Domain
Climate technology / HVACR / Cold chain solutions
Deliverable
dashboards & analysis
Required skills
Financial variance analysis, capital planning, management reporting, project profitability assessment, process automation, data extraction, stakeholder collaboration
Preferred skills
Oracle ERP Suite, HFM consolidation tool, advanced Python/Power Platform automation
Technologies
Power Apps, Power Automate, Python, Excel, Power Query, Sigma, Oracle ERP Suite, HFM
Responsibilities
Lead analysis of intricate financial data to assess revenues, margins, expenses, and capital expenditures; Conduct financial variance analysis and deliver interpretations to management; Evaluate project progress and funds invested to assess alignment with financial goals; Compare actual expenditures to budget to ensure financial discipline; Prepare presentations to Finance leadership on project status; Determine profitability of completed projects to inform strategic decisions; Train and mentor Financial Planning & Analysis staff; Automate financial and operational reports using Power Apps, Power Automate, Python, Excel, Power Query and Sigma.
Seniority
Senior, hands-on IC with mentorship responsibilities
