Senior Financial Planning Analyst - Hybrid - Somerset, NJ

Sysco Corporation

$92K — $138K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree in business, accounting, finance or a related field; MBA is a plus.
  • Minimum of 4 years of progressive finance experience, specifically in FP&A, budgeting/forecasting, and reporting in an integrated ERP environment.
  • Experience in advanced financial modeling and channel/account profitability analysis.
  • Strong business acumen to effectively translate operational drivers into financial insights.
  • Proficiency in presentation development for executive materials and excellent written and verbal communication skills.

Responsibilities

  • Own and enhance FP&A reporting and planning tools for improved insights.
  • Produce executive-ready dashboards and performance reviews, identifying risks and opportunities.
  • Lead the annual budget, quarterly forecasts, and long-range planning cycles for assigned areas.
  • Develop critical financial narratives connecting results to strategy with clear implications.
  • Manage monthly close-to-forecast and close-to-budget reviews, offering corrective action proposals.
  • Analyze sales and cost trends, identifying structural margin drivers and tracking benefits realization.
  • Build revenue/expense scenario models to aid in contract negotiations and RFPs.

Benefits

  • Access to an incentive plan based on performance.
  • Comprehensive benefits package available for review at SyscoBenefits.com.
Full Job Description
Company:
US2160 Sysco Guest Supply, LLC

Sales Territory:
None

Zip Code:
08873

Travel Percentage:
0

Compensation Range:
$92,400.00 - $138,600.00

The compensation range provided is in compliance with state specific laws. Factors that may be used to determine your actual rate of pay include your specific skills, years of experience and other factors.

You may be eligible to participate in the Company's Incentive Plan.

BENEFITS INFORMATION:
For information on Sysco's Benefits, please visit https://SyscoBenefits.com

Position Purpose:

The Senior Finance Analyst serves as a strategic finance partner to the business, owning end-to-end planning, forecasting, and performance management for assigned areas. This role consolidates budgeting and analytical responsibilities into a single senior position to improve consistency, speed, and quality of decision support. The Senior Finance Analyst partners closely with Sales, Supply Chain, Procurement, and Finance leadership to translate data into insights, develop financial models and business cases, recommend actions, and drive execution against profitability, efficiency, and growth objectives.

Primary Responsibilities:
  • Own and continuously improve FP&A reporting and planning tools, establishing standardized definitions, governance, and automation to deliver timely, accurate profitability and performance insights.
  • Deliver executive-ready dashboards and recurring performance reviews; proactively surface drivers, risks, and opportunities and recommend actions to optimize margin, expense, and working capital outcomes.
  • Lead annual budget, quarterly forecast, and long-range planning cycles for assigned cost centers and investment plans; drive alignment with business owners and ensure assumptions are documented, challenged, and reconciled.
  • Develop and maintain key financial narratives (monthly/quarterly packages) that connect results to strategy and clearly articulate implications, trade-offs, and recommended decisions.
  • Lead monthly close-to-forecast and close-to-budget reviews for assigned areas; investigate key variances, validate drivers with business owners, and propose corrective actions with quantified impact.
  • Analyze sales, cost, and spend trends by channel/account; identify structural margin drivers, recommend risk/opportunity actions, and track benefits realization.
  • Proactively build and deliver revenue/expense and margin scenario models to support RFPs, new business, and contract negotiations; clearly communicate assumptions, sensitivities, and risks.
  • Evaluate pricing, incentive, and contractual changes; quantify financial impact, support negotiation strategy, and define post-deal tracking to ensure expected economics are delivered.
  • Establish KPI/scorecard frameworks, data definitions, and performance rhythms with cross-functional partners; present insights and recommendations to leadership.
  • Lead financial workstreams for strategic initiatives; define success metrics, track milestones and benefits, and escalate risks with recommended mitigations.
  • Provide finance leadership on cross-functional projects by assessing financial viability, clarifying trade-offs, and influencing decisions to ensure initiatives meet financial targets.
  • Participate in key decision-making forums related to contribution margin; challenge assumptions, ensure financial guardrails, and recommend actions to improve performance.
  • Perform complex ad hoc analysis for executive leadership, synthesizing insights into clear recommendations, options, and quantified trade-offs.
  • Develop market and competitive analyses, financial models, and business cases for key growth programs; partner with stakeholders to shape recommendations and prepare materials for leadership decisions.


Education:
  • Bachelor's Degree in business, accounting, finance or related field.
  • MBA a plus.


Experience:
  • Minimum of 4 years progressive finance experience (FP&A, budgeting/forecasting, and reporting), preferably in an integrated ERP environment.
  • Demonstrated experience in advanced financial modeling, channel/account profitability analysis, and scenario-based decision support for cross-functional stakeholders.


Skills:
  • Strategic finance partnership: strong business acumen; ability to translate operational drivers into financial insights and actions.
  • FP&A expertise: end-to-end budgeting, forecasting, close-to-forecast analysis, and KPI/scorecard design.
  • Advanced financial modeling: scenario/sensitivity analysis, profitability modeling, and business case development with clear assumptions and trade-offs.
  • Executive-ready communication: concise written and verbal storytelling; ability to present recommendations and influence without authority.
  • Data management and automation mindset: improve reporting processes, standardize definitions, and enhance controls/governance.
  • Advanced Excel skills (pivot tables, Power Query, complex formulas) and strong PowerPoint skills for executive materials; experience with BI tools is a plus.
  • ERP/reporting tools proficiency (PeopleSoft preferred) and ability to reconcile across multiple data sources.
  • Strong prioritization and project management skills; able to manage multiple deadlines, ambiguity, and stakeholder expectations

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