Analyst, Financial Planning & Analysis

Thermo Systems; East Windsor Township (NJ); On-site; USD 80,000 - 100,000; Full time

Job summary

An established industry player is looking for a driven Financial Planning & Analysis Analyst to join their dynamic team. This role is pivotal in supporting financial planning and analysis activities, where you'll develop financial models and utilize data visualization tools like Power BI. You'll collaborate closely with senior management and private equity investors, making a significant impact on the organization's financial objectives. If you possess advanced Excel skills and a passion for financial analysis, this opportunity offers a chance to grow in a supportive and innovative environment that values employee success and teamwork.

Benefits

Competitive salary

Annual bonuses

401(k) with company match

Multiple healthcare packages

Casual dress code

In-house training

Tuition reimbursement

Vacation/Sick time

Free lunches

Team bonding events

Qualifications

• 2+ years of experience in financial analysis, planning, and budgeting.
• Strong analytical and problem-solving abilities with attention to detail.
• Excellent communication skills to translate financial concepts.

Responsibilities

• Conduct thorough financial analysis and prepare management reports.
• Develop and maintain comprehensive financial models.
• Assist in leading the budgeting process and strategic planning.

Skills

Advanced Excel Skills

Financial Modeling

Data Analysis

Power BI

Communication Skills

Problem-Solving

Education

Bachelor’s degree in Accounting, Finance, Business Management, or Economics

2+ years’ experience in financial analysis

Experience in management consulting or public accounting

Tools

Power BI

Management Information Systems (MIS)

Excel

PowerPoint

Job description

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Who We Are

Thermo Systems is a global, full-service control systems integration partner, delivering world-class automation solutions in the District Energy, Life Sciences, and Mission Critical markets. Our diverse leadership and dedicated engineering team are committed to excellence and consistent growth. Our unique company culture, known as "The Thermo Way," strengthens our team by fostering an environment where all members perform their best.

Our commitment to being unified, dynamic, and delivering excellence is evident in how we build trusting relationships through connection and camaraderie, ability to adapt, and focus on integrity and success. These values guide our daily operations and interactions, setting the standard for our team's behavior. As we continue to grow and evolve, "The Thermo Way" supports our goals of becoming a world-class organization, ensuring employee success, customer success, and financial strength.

Job Summary

We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives. Advanced Excel Skills are a MUST!

Serves The Company In The Following Capacities

• Assist in financial analysis, strategic planning and financial reporting, which may include acquisitions and geographic expansion.
• Reports to the Manager, Financial Planning and Analysis (FP&A).
• Works closely with Chief Financial Officer (CFO) and private equity (PE) investors for all financial reporting needs.
• Work cross-functionally to achieve the goals of the global finance organization.
  
  

Education And Experience

• Bachelor’s degree in accounting, Finance, Business Management, Economics, or related field preferred
• 2+ years’ experience in financial analysis, planning, and budgeting.
• ~4 years of professional work experience.
• Experience in management consulting, public accounting, or investment banking is a plus.
• Proficiency in financial modeling, data analysis, and advanced Excel and PowerPoint skills.
• Experience with Power BI tools to create dashboards and KPIs is preferred.
• Strong analytical and problem-solving abilities with attention to detail.
• Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.
• Ability to work effectively in a team environment and across multiple business units.
  
  

Duties And Responsibilities

Financial Analysis:

• Conduct thorough financial analysis, including reviewing financial statements, performing scenario analysis, and evaluating trends.
• Prepare monthly management discussion and analysis (MD&A) reports for distribution to senior management and stakeholders.
• Develop and maintain comprehensive financial models to support strategic decision-making and resource allocation.
• Monitor key performance indicators (KPIs) and business drivers to identify optimization opportunities.
• Create and maintain standardized reporting templates and dashboards using Excel and Power BI to facilitate data-driven decision-making.
  
  

Strategic Planning And Budgeting

• Assist in leading the budgeting process by collaborating with department heads and senior management to align financial goals with strategic objectives.
• Develop integrated budgeting models incorporating detailed assumptions and strategic scenarios.
• Conduct regular budget reviews, identifying areas of concern and recommending actions for goal attainment.
• Assist in developing long-term strategic plans, including dynamic financial modeling and growth assumptions.
  
  

Financial Reporting And Presentations

• Support the development and oversight of board meeting presentations.
• Prepare financial reports, including monthly, quarterly, and annual financial statements with commentary.
• Collaborate with cross-functional teams to ensure consistency in financial reporting and alignment of financial information.
  
  

Additional Skills Preferred

• Proficiency in Management Information Systems (MIS), accounting principles, and database management.
• Ability to leverage MIS and database management tools for data analysis and reporting purposes.
  
  

Work Authorization/Other Requirements

• Proof of eligibility to work in the country where the position is located is required.
• Maintain a valid driver's license.
• Fit for Duty at all times
  
  

Culture

Model Thermo Systems core values of employee success, customer success and financial strength by:

• Seeking new and additional business through project change orders, additional services to existing customers, and referrals for new customers/projects. Drive financial success.
• Be a good teammate, support your colleagues, promote a positive atmosphere for those around you. Drive employee success.
• Go the extra mile for your customer, take ownership of their needs, over communicate. Drive customer success.
• Foster an environment of integrity, trust, collaboration, professionalism, serving one another, leading by example, and assuming good intent each and every day.
  
  

What You'll Get

• Competitive salary, annual bonuses, 401(k) with company match, and business travel reimbursement: We appreciate our employees, and we make sure they know it.
• Benefits: We offer full-time employees multiple healthcare packages, including low-cost options.
• Casual Dress: Every day is "Casual Friday"; we want you to be comfortable when you come to work.
• Training: We offer in-house and factory technical training to keep our staff sharp.
• Tuition Reimbursement: We encourage academic advancement and professional credentialing.
• Vacation/Sick Time: We believe work-life balance is essential. Ensuring our employees have time to truly relax and recharge is important to us.
• Culture & Extras: We provide free lunches, regular team bonding & fun office events, and plenty of company swag.
  
  

Visit us at www.thermosystems.com to learn more!

Thermo Systems provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.

Salary Range: $80,000.00 - $100,000.00 annually.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

• Industries

  Automation Machinery Manufacturing

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