enVista

Sr. FP&A Analyst

enVista$107K — $131K *
Brea, CA 92821In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in accounting, finance, or related field; advanced degree is a plus
  • 4+ years of finance or FP&A experience
  • Advanced Excel skills; familiarity with BI/reporting tools preferred
  • Strong experience with ERP systems like Oracle/SAP
  • Proven track record of AI adoption in finance processes
  • Solid understanding of financial statements and accounting principles
  • Availability to work on-site with flexibility during peak cycles

Responsibilities

  • Lead monthly and quarterly financial report preparations ensuring accuracy and insights
  • Analyze actual vs. budget/forecast and identify performance trends and risks
  • Develop and maintain complex financial models and reporting tools
  • Drive annual budgeting and monthly forecasting cycles with budget owners
  • Manage financial data flows, perform reconciliations, and ensure data quality
  • Lead month-end close activities including reconciliations and cross-functional reviews
  • Provide analytical support for pricing strategies and capital investments
  • Partner with cross-functional teams to evaluate performance and develop insights

Benefits

  • Medical, dental, and vision benefits
  • 401K match
  • Performance bonus opportunities
  • Development support for junior analysts
  • Engagement in data-driven strategic initiatives
Full Job Description


Job Description:

JOB SUMMARY:
The Sr. FP&A Analyst plays a key role in driving the organization’s financial performance by independently preparing, analyzing, and interpreting complex financial data. This role partners closely with cross-functional and operational leaders to evaluate results, identify insights, assess risks and opportunities, and support strategic decision making. The position requires in-depth financial expertise, strong business acumen, and the ability to apply best practices to improve reporting, forecasting, and analytical capabilities.

PRIMARY DUTIES AND RESPONSIBILITIES:

  • Lead the preparation of monthly and quarterly financial reports, ensuring accuracy, completeness, and business relevant insights
  • Analyze actuals vs. budget/forecast and independently interpret performance drivers; proactively identify risks, opportunities, and performance trends
  • Develop, enhance, and maintain complex financial models, scenario analysis tools, and reporting templates to strengthen planning and decision support
  • Drive core components of the annual budgeting and monthly forecasting cycles, partnering with budget owners to understand assumptions and improve forecast accuracy
  • Manage financial data flows from ERP systems, perform advanced reconciliations, validate data quality, and resolve complex variances
  • Lead key month end close activities including advanced accruals, higher complexity account reconciliations, and cross functional review of financial entries
  • Provide analytical support for pricing strategy, cost optimization, business cases, capital investments, and enterprise initiatives
  • Partner with cross functional teams and other functional leaders to evaluate performance and provide strategic insights other functional leaders to evaluate performance and provide strategic insights
  • Serve as a resource and informal coach for junior and midlevel analysts by reviewing analysis, sharing best practices, and supporting development
  • Lead portions of cross functional initiatives, prepare executive ready presentations, and support strategic planning with data driven recommendations
  • Maintain strong governance over financial processes, ensuring adherence to accounting principles, audit standards and internal control requirements
  • Maintain high ethical standards and serve as a trusted advisor by providing factbased, unbiased financial insightseven when recommendations are unpopular

Job Requirements:

  • Bachelor’s degree required (preferably in accounting, finance, or related field); advanced certifications or advanced degree is a plus
  • 4+ years of relevant finance or FP&A experience
  • Advanced Excel skills (complex formulas, pivot tables, data modeling); proficiency with BI/reporting tools preferred
  • Strong experience with ERP systems (e.g. Oracle/SAP) and financial reporting tools (e.g. OneStream/Hyperion)
  • Track record of AI adoption to improve processes and productivity
  • Strong understanding of financial statements, accounting principles, and financial planning processes
  • Ability to work on-site during core business hours; extended hours may be required during quarter and year-end close as well as budget and forecast cycles
  • Ability to work on site at Corp location per Envista policies

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Target Market Salary Range:

Actual compensation packages take into account a wide range of factors that are unique to each candidate, including but not limited to geographic location; skill sets; relevant education and certifications; depth of experience; performance; and other business and organizational needs. The disclosed reasonable estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled.  At Envista, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. The total compensation package for this position may also include an annual performance bonus, medical/dental/vision benefits, 401K match, and/or other applicable compensation plans.

$107,700 - $131,600

Operating Company:

Kerr

About enVista

enVista is a global software solutions and consulting services firm headquartered in Carmel, Indiana. The company provides consulting, implementation, and managed services in supply chain, transportation, retail, and IT. enVista's services include supply chain strategy, transportation management, warehouse management, labor management, and IT services. The company has offices in North America, Europe, and Asia.
Learn more about enVista
Size
11,200 employees
Market Cap
$5.3 billion
Industry
Net Income
$33.3 million
Founded
2002
5 Year Trend
-2.1%
Revenue
$2.2 billion
NASDAQ

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