PRIMARY PURPOSE:
Formulated Solutions is seeking a Corporate FP&A Senior Analyst to support the Director of FP&A in a private equity-owned, multi-site CDMO. This role provides forecasting, EBITDA and cash-flow modeling, pipeline analytics, recurring FP&A reporting, and executive, Board, lender, and sponsor reporting support. Success will be measured by accurate, timely, actionable analyses that improve business visibility and support disciplined business-plan execution.
Key Responsibilities:- Financial Planning & Analysis:
- Develop and maintain models/scenarios for budgeting, long-term planning, and strategic scenarios.
- Analyze financial performance, including EBITDA, revenue, margin, SG&A, working capital, cash-flow, and variance trends.
- Support forecast governance by consolidating inputs from Finance, Sales, Pricing, Operations, and site finance teams.
- Provide senior management with actionable insights on profitability, liquidity, pricing, and operational performance.
- Reporting & Performance Metrics:
- Prepare monthly, quarterly, annual, TTM, and executive-dashboard reporting packages.
- Own recurring FP&A deliverables such as accrued sales, sales program bonus, addbacks, consulting spend, income statement roll-forward, price increase tracking, pipeline/sales scorecards, TTM actuals, and CapEx consolidation.
- Develop and track KPIs to measure revenue, margin, EBITDA, working capital, cash, and operational performance.
- Support Board, Linden Capital, lender, and investor reporting, including ad-hoc analysis for strategic projects.
- Maintain pipeline analytics and pro forma business-plan support for known programs and targeted opportunities.
- Leverage NetSuite, Excel, and BI tools to improve data accuracy, automation, and reporting cadence.
- Ensure compliance with financial reporting requirements and private equity stakeholder expectations.
- Financial Modeling & Scenario Analysis:
- Create and update EBITDA, cash-flow, liquidity, customer profitability, pipeline, and CapEx models.
- Perform scenario and sensitivity analysis to assess pricing, volume, margin, mix, working capital, and operational impacts.
- Operational Support:
- Collaborate with Largo, Cleveland, Sales, Pricing, Operations, and Finance to understand business drivers and operational issues.
- Support cost management, margin expansion, pricing governance, liquidity forecasting, and profitability analysis.
- Process Improvement:
- Identify process improvements in FP&A reporting, forecasting, close support, and recurring task management.
- Implement best practices to improve reporting accuracy, analysis efficiency, controls, and scalability.
Qualifications:- Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA or CPA preferred.
- 6+ years of FP&A experience, preferably in manufacturing, healthcare, CDMO, pharmaceutical, or complex operating environments.
- Private equity, sponsor reporting, Board materials, or lender reporting experience is highly desirable.
Critical Skills, Abilities and Experience:- Proficiency in modeling, forecasting, budgeting, variance analysis, and executive-ready reporting.
- Advanced proficiency in Excel, NetSuite/ERP systems, BI tools, and PowerPoint.
- Ability to work independently and collaboratively in a fast-paced PE-backed manufacturing environment.
- High attention to detail and strong organizational skills.
- Team oriented with ability to partner across Finance, Operations, Sales, Pricing, and site leadership.
- Strong time management and ownership of daily, weekly, monthly, and quarterly deliverables.
- Excellent analytical and problem-solving skills with the ability to provide actionable insights.
