Financial Planning & Analyst (FP&A) Specialist

Maxlite, Inc.

$85K — $105K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Computer Science, Data Analytics, Business Systems, or related field (MBA Preferred)
  • 5-7 years of hands-on experience with Power BI (back end and front end)
  • Solid understanding of Excel/Sheets and advanced data manipulation
  • Ability to pivot and adapt based on business needs
  • Experience working cross-functionally across departments and job levels.

Responsibilities

  • Analyze financial and operational data to identify trends, risks, and opportunities
  • Build and maintain Power BI dashboards for real-time visibility into revenue and key KPIs
  • Support budgeting, forecasting, and variance analysis process
  • Partner with Finance and Operations to convert data into actionable insights
  • Automate and streamline reporting processes for efficiency
  • Prepare and present monthly and quarterly reporting packages for leadership
  • Train and educate teams on reporting and data analysis capabilities.

Benefits

  • Competitive compensation
  • Robust health and wellness benefits
  • Paid time off including holidays and flex days
  • 401(k) with company match
  • Collaborative environment supporting growth and contributions.
Full Job Description
THIS IS AN ON SITE POSITION AT MAXLITE HQ IN PINE BROOK NEW JERSEY

Job Description:

The FP&A Specialist responsible for supporting data-driven decision-making across the organization with a strong focus on Power BI dashboard creation and reporting, system support, and cross-functional collaboration. The ideal candidate must have experience supporting cross functional teams and confident in translating business dashboards and numbers to a diverse group of teams - IT, Sales, Operations, Executive Leadership. Also, this role partners closely with IT, Sales, Operations, and Executive Leadership to maintain dashboards, improve data accuracy, and support business initiatives during a critical transition period.

Key Duties & Responsibilities:
  • Analyze financial and operational data to identify trends, risks, and opportunities impacting business performance
  • Build and maintain Power BI dashboards to provide real-time visibility into revenue, margins, and key KPIs
  • Support budgeting, forecasting, and variance analysis across departments
  • Partner with Finance and Operations to translate data into actionable business insights
  • Develop and maintain financial models to support strategic planning and decision-making
  • Automate and streamline reporting processes to improve efficiency and data accuracy
  • Prepare and present monthly and quarterly reporting packages for leadership
  • Ensure data integrity across financial systems, reports, and dashboards
  • Train and educate cross functional teams on reporting and data analysis
  • Own, build, maintain, and enhance Power BI dashboards and reports for Sales, Operations, and Executive Leadership
  • Serve as a primary point of contact for reporting, analytics, and data requests
  • Pull, clean, validate, and reconcile data from multiple systems to ensure accuracy and reliability
  • Support system usage, documentation, permissions, workflows, and reporting processes
  • Partner with stakeholders to gather requirements and translate business needs into actionable insights
  • Assist with special projects and system-related initiatives as business needs evolve
  • Perform all other duties as assigned


Requirements

What We Look For:
  • Bachelor's degree in Accounting, Computer Science, Data Analytics, Business Systems, or related field. (MBA Preferred)
  • 5-7 years of strong hands on experience with PowerBI (both back end and front end user)
  • Ability to pivot and change course of action based on business needs
  • Solid understanding of Excel/Sheets and advanced data manipulation.
  • Able to work cross functionally, across departments and job levels throughout the organization.

Work Environment & Role Demands:
  • This is an on-site position required to work out of our Pine Brook, NJ Headquarters, Monday through Friday, 5 days per week
  • Must be able to commute to the work location
  • Must be able to walk, talk, sit, stand, bend, listen, type, read
  • Must be able to push, pull, lift up to XX pounds on occasion
  • Must be eligible to work in the United States


Career Progression & Growth at MaxLite:

At MaxLite, roles are built with long-term growth in mind. Career progression at MaxLite is performance-driven and aligned with business objectives - giving high-performing employees the opportunity to grow alongside a company that continues to innovate and expand.

During the first 6 months, successful employees will master MaxLite's products and processes, establish credibility across teams, internal and external stakeholders, and consistently deliver against performance expectations and key objectives.

By the end of year one, employees are expected to operate independently within their role, demonstrate consistent performance, and begin contributing at a broader level through expanded responsibilities, process improvement, or cross-functional collaboration.

Year 3 and beyond, high-performing employees may take on increased scope, leadership of projects or initiatives, mentorship of peers, or transition into advanced, specialized, or leadership roles aligned with business needs and individual strengths.

We don't just fill roles - we invest in people and build careers:

MaxLite offers competitive compensation, robust health and wellness benefits, paid time off, including holidays and flex days (for HQ-based employees), a 401(k) with company match, and a collaborative environment designed to support growth and meaningful contribution.

Salary Description

$85,000 - $105,000

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