MAKE AN IMPACT IN THIS ROLEThe Financial Planning Analyst supports budgeting, forecasting, financial analysis, and management reporting. This role works with Finance and business leaders to explain performance, improve forecasts, and support strategic and financial goals.
WHAT YOU'LL DO (% OF TIME)Business Partnership (30%)- Build relationships across Finance, Sales, Operations, Supply Chain, and other teams.
- Help business partners understand the financial impact of their decisions.
- Constructively challenge assumptions and help leaders weigh trade-offs and alternatives.
Financial Analysis & Business Insights (30%)- Compare results with budgets, forecasts, prior years, and other benchmarks.
- Explain what drives revenue, profitability, spending, and cash flow.
- Separate meaningful trends from normal fluctuations and recommend actions based on the analysis.
- Analyze pricing, productivity, investments, costs, and other strategic initiatives.
Financial Planning & Forecasting (25%)- Support the annual budget, periodic forecasts, and long-range planning processes.
- Build models for revenue, margins, expenses, capital spending, cash flow, and other key business drivers.
- Improve forecasts using key business drivers and leading indicators.
- Test scenarios and assumptions to assess possible business outcomes.
Management Reporting (10%)- Prepare monthly and quarterly financial reports and management presentations.
- Write clear commentary on results, trends, risks, and opportunities.
- Create dashboards and tools to track business and financial performance.
- Help ensure financial information is accurate, consistent, and useful for decisions.
Process Improvement & Technology (5%)- Simplify, standardize, and automate recurring work redirect time for analysis, forecasting, and business partnership.
- Improve financial models, reporting processes, and data quality.
- Use Excel, business intelligence, ERP/EPM systems, and emerging automation and/or AI capabilities to improve efficiency and analysis.
REQUIRED QUALIFICATIONS, TECHNICAL SKILLS, AND KNOWLEDGE- Bachelor's degree in Finance, Accounting, or a related field.
- 3 years of experience in FP&A, financial analysis, or corporate finance.
- Advanced proficiency in Microsoft Excel and proficiency with Word, Outlook, and PowerPoint.
- Strong analytical and problem-solving skills, including the ability to analyze large or complex data sets and identify meaningful business insights.
- Understands the relationships among revenue, margins, operating expenses, cash flow, and returns.
- Strong attention to detail with the ability to balance multiple projects and deadlines while maintaining accuracy, speed, and business relevance.
- Demonstrated skill in communicating financial insights in writing and verbally to Finance and non-Finance stakeholders
- Takes ownership of high-quality, timely work and follows issues through to resolution.
PREFERRED QUALIFICATIONS, TECHNICAL SKILLS, AND KNOWLEDGE- Experience in manufacturing, industrial products, building products, distribution, or another operationally complex business.
- Experience with ERP, financial planning systems, and business intelligence tools.
- Familiarity with financial statements, management accounting, standard costing, or manufacturing economics.
- Experience with financial automation, data transformation, or advanced analytics.
- Understanding of GAAP principles is a plus.
TRAVELThis position requires domestic up to 10% of the time.
WORK STATUS & LOCATIONThis is a full-time, exempt position. Hybrid work schedule based in either Plano, TX, or Pleasanton, CA.
RELOCATIONRelocation is not available for this position.
PAY (COMPENSATION)$66,600 - $127,800 / year
Posted pay range is based upon national average and may vary depending on geographical work location.
The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations.
PHYSICAL REQUIREMENTS AND WORK ENVIRONMENTThe physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
PHYSICAL REQUIREMENTSWhile performing the duties of this job, the employee is frequently required to sit, talk, and hear, and sometimes walk and stand. While performing the duties of this job, the employee may occasionally push or lift up to 25 lbs.
WORK ENVIRONMENTThis job operates in a professional office environment where standard office equipment such as computers, phones, printers/scanners, etc. are frequently used.
REWARDS AT SIMPSON STRONG-TIEWe recognize and reward employees with a carefully designed and comprehensive rewards package, including competitive compensation, quarterly bonuses or commission and first-rate benefits. May exclude some positions, such as seasonal jobs.
- Quarterly Bonuses/Commission: You will be eligible for either a bonus or commission, paid on a quarterly basis. We believe all employees affect customers, sales and revenue - directly or indirectly - and should be rewarded by sharing the company profits.
- Benefits: We provide a wide range of benefits for eligible full-time employees including: medical, dental, vision, retirement contributions, employee stock purchase and bonus plans, pay for holidays, vacation, sick days, funerals and jury duty, years of service awards, employee discounts, employee referral bonuses, charitable contribution matching, education reimbursement and more. View benefit plan details here: https://benefits.strongtie.com/.
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Company: Simpson Strong-Tie Company Inc.
