The Carlisle Group

Financial Analyst, FP&A

The Carlisle Group • $70K — $95K *
US-AnywhereRemote in United States
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or Economics.
  • Minimum of two years in FP&A within a corporate setting.
  • Proficient in Excel, PowerPoint, and ERP systems; experience with data visualization tools preferred.
  • Strong analytical skills for managing multiple projects independently.
  • Effective communication skills across all organizational levels.

Responsibilities

  • Develop and maintain management reporting systems for CWT.
  • Establish reporting frameworks collaborating with finance and cost accounting teams.
  • Continuous improvement of business intelligence reporting in partnership with IT.
  • Monitor sales and gross margins to identify financial risks and opportunities.
  • Support pricing strategy and new product development through financial analysis.
  • Assist in budgeting and forecasting, providing insights for strategic initiatives.
  • Conduct ad hoc projects as needed to support business objectives.

Benefits

  • Flexible work environment with remote work options.
  • Opportunities for professional development and training.
  • Engagement with executive leadership across various divisions.
  • Participation in strategic initiatives influencing key business decisions.
Full Job Description
Job Summary:

The Financial Analyst will be part of Carlisle Weatherproofing Technology's (CWT) Financial Planning and Analysis Team, a leading supplier of building envelope solutions that effectively drive energy efficiency and sustainability in commercial and residential applications. The FP&A team has a high level of exposure to both division and corporate executive leadership and to all functional groups within CWT. Primary responsibilities will include the development and maintenance of management reporting data and systems, supporting the budgeting/forecasting processes and being a financial liaison to the business segment finance teams. The Financial Analyst will report to the Manager, Segment Finance and will support the commercial organization within CWT providing data and analytic support to the segment commercial leaders as well as the supply chain and operations teams.

Duties and Responsibilities:

Management Report & Business Intelligence
  • Develop and maintain consolidated CWT management reporting systems.
  • Partner with finance and cost accounting to establish operations and supply chain reporting framework.
  • Drive continuous improvement by working cross-functionally with IT assets to ensure outstanding business intelligence is delivered on time and accurately.

Financial Analysis, Pricing & Performance
  • Proactively monitor sales and gross margins by market, product segment and customer to identify risks & opportunities versus plan and forecast through internal analysis as well as active business partner engagement.
  • Deliver financial analysis to drive pricing strategy, improve price realization, and support new product development (NPD).

Budgeting, Forecasting & Special Projects
  • Participate in both the creation and monitoring of the Operational Expense (OpEx) budgets. Provide financial insights to support strategic initiatives and capital investment decisions.
  • Complete ad hoc projects as requested.

Required Knowledge/Skills/Abilities:
  • Strong technical skills - proficiency with Excel, PowerPoint and ERP systems. Demonstrated experience using Excel to build and maintain complex financial models and data analysis. Experience with data visualization tools (i.e. Power BI, Tableau, etc.) a plus.
  • Highly analytical with the ability to work independently & manage simultaneous projects while delivering high quality work.
  • Willingness to invest time and effort to understand business, customers and competitive dynamics to influence strategic business decisions.
  • Insightful, consistent and considerate communication skills, both verbal and written. Ability to communicate with all levels of the organization.
  • Continuous Improvement minded - understands business processes to identify reengineering opportunities.
  • Dynamic in the ability to work in an environment that is constantly changing and growing.
  • Experience collaborating, partnering and driving for results with customers and key stakeholders.
  • Ability to translate complex financial data into meaningful business insights.

Education and Experience:
  • Required:
    • Bachelor's degree in Accounting, Finance, or Economics required
    • Two (+) years of progressive FP&A experience in a corporate or business unit setting
  • Preferred:
    • Experience in high-growth, multi-channel or building material industry

Working Conditions:
  • The incumbent is expected to maintain a dedicated, secure, and ergonomically appropriate home office environment with reliable high-speed internet connectivity. The role requires the ability to work independently with minimal supervision while maintaining regular communication with colleagues and stakeholders via virtual collaboration tools.
  • The position typically operates during standard business hours of Monday - Friday (8am - 5pm), with occasional flexibility required to accommodate meetings across time zones or critical business needs. The employee is expected to comply with all company policies related to data security, confidentiality, and remote work standards.
  • Expected travel should not exceed 20% for team events, conferences, and other in-person meetings or trainings as required.

#LI-MN1

About The Carlisle Group

The Carlyle Group is a global investment firm that manages a diverse portfolio of alternative assets. The firm invests across four segments: Corporate Private Equity, Real Assets, Global Credit, and Investment Solutions. The Carlyle Group has more than 1,800 employees in 31 offices across six continents. The firm was founded in 1987 and is headquartered in Washington, D.C.
Learn more about The Carlisle Group
Size
1,800 employees
Industry
Finance & Insurance
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at The Carlisle Group

More Finance & Insurance Jobs

Find similar Financial Analyst, FP&A jobs:

NationwideRemote