Corporate Finance & Planning Analyst

PennEngineering

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related discipline required.
  • 3+ years of progressive experience in corporate finance, FP&A, or a business partnering role, ideally supporting corporate / overhead functions.
  • Strong understanding of internal controls and financial systems.
  • CPA, MBA, or other professional certification preferred.
  • Proficiency in ERP systems and advanced Excel skills.

Responsibilities

  • Act as a strategic finance partner to corporate and functional leaders, providing insight and analysis to support decision-making.
  • Deliver financial analysis, modeling, and business case evaluations to support strategic initiatives and investments.
  • Lead financial reviews including variance analysis, risk identification, and performance tracking.
  • Challenge and support leadership on cost management and resource allocation.
  • Develop budgets, forecasts, and long-range financial plans aligned with corporate strategy.
  • Prepare corporate department reporting for senior leadership, highlighting corporate spending versus plan.
  • Collaborate with cross-functional teams to improve financial processes and reporting.

Benefits

  • Medical & Employer Paid: Dental and Vision
  • Parental Leave
  • 401k and Employer Match
  • Paid time off and holidays
  • Tuition reimbursement
  • Community Volunteering
  • Company Provided Technology (laptop, phone, monitors for office and home environment)
Full Job Description
PennEngineering is seeking a motivated, excited, individual to be a part of the Corporate Finance Team. As the Corporate Finance & Planning Analyst at PennEngineering, you'll collaborate with teams that do truly amazing things.

Join us as we build the future in Manufacturing and Engineering!

Perks and Benefits:
  • Medical & Employer Paid: Dental and Vision
  • Parental Leave
  • 401k and Employer Match
  • Paid time off and holidays
  • Tuition reimbursement
  • Community Volunteering
  • Talent Referral Bonus Program
  • Onsite Fitness Center
  • Employee Centric Culture
  • Company Provided Technology (laptop, phone, monitors for office and home environment)

WHAT YOU WILL DO:

PennEngineering is seeking a strategic minded Corporate Finance Analyst to support and manage the financial performance of the Corporate Business Unit. The role also provides direct support in the business budget and forecasting process, and analysis and review of Board and senior leadership reporting. The Corporate Finance Analyst is a trusted advisor to senior leadership, ensuring spending is well-managed, transparent, and aligned with broader company financial targets, while driving accountability and efficiency across all departments.

Key Responsibilities

Business Partnering & Decision Support
  • Act as a strategic finance partner to corporate and functional leaders, providing insight and analysis to support decision-making.
  • Deliver financial analysis, modeling, and business case evaluations to support strategic initiatives and investments.
  • Lead financial reviews including variance analysis, risk identification, and performance tracking.
  • Challenge and support leadership on cost management, resource allocation, and value creation opportunities.
  • Support headcount planning and workforce cost tracking in partnership with HR and department leaders.
  • Identify and implement process improvements to streamline cost center reporting, approvals and tracking.

Planning, Forecasting & Analysis
  • Partner with leadership to develop budgets, forecasts, and long-range financial plans aligned with corporate strategy.
  • Assist FP&A Manager in coordinating the annual budget and forecast cycles, consolidating and reviewing inputs across business units.
  • Support preparation of operating plans, capital budgets, and financial outlooks.
  • Develop financial models to track performance, forecast trends, and support business planning.
  • Develop allocation methodologies for shared corporate costs across business units, where applicable.

Financial Leadership & Reporting
  • Prepare corporate department reporting for senior leadership, highlighting total corporate spending totals versus plan and prior year.
  • Assist in preparation and review of Board and senior management reporting deliverables
  • Support the month-end close process, including review of accruals, variance analysis, and financial performance reporting for the Corporate Business Unit.

Operational Finance & Cost Management
  • Analyze P&L, balance sheet, and cash flow performance to identify improvement opportunities.
  • Provide oversight of fixed assets and working capital metrics.
  • Support cost analysis and improvement initiatives.

Team Leadership & Cross-Functional Collaboration
  • Collaborate with IS, Marketing, Quality and other functions to improve financial processes and reporting for the Corporate Business Unit.
  • Drive process improvements, system enhancements, and efficiency initiatives across the Corporate Business Unit.

#LI-BS1

Education
  • Bachelor's degree in Accounting, Finance, or related discipline required.
  • CPA, MBA, or other professional certification preferred.

Experience
  • 3+ years of progressive experience in corporate finance, FP&A, or a business partnering role, ideally supporting corporate / overhead functions.
  • Strong understanding of internal controls, and financial systems.

Skills & Competencies
  • Strong analytical, financial modeling, and problem-solving capabilities
  • Strategic and commercial mindset with the ability to influence decision-making
  • Excellent communication and stakeholder management skills
  • Strong attention to detail combines with a "big picture" view of total corporate cost structure
  • Ability to manage multiple priorities in a fast-paced environment
  • Confidence challenging spend decisions and holding leaders accountable
  • Strong knowledge of ERP systems and advanced proficiency in Excel and financial tools

What Success Looks Like
  • Trusted advisor to senior leadership and corporate function leaders
  • Accurate, timely financial reporting and forecasting
  • Strong internal control environment and audit readiness
  • Enhanced financial transparency and business insights to support decision-making
  • Identification and execution of cost optimization and performance improvement opportunities

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