Analyst, Financial Planning and Analysis

Columbus McKinnon EMEA; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Columbus McKinnon is seeking an FP&A Analyst in Charlotte, NC to support financial planning, reporting, budgeting, forecasting, and analysis across the organization. This role emphasizes data analysis and automation to drive insights for senior leadership and cross-functional teams.

You will help prepare management reports, monitor business metrics, and participate in month-end close, with exposure to executive materials and Board reporting.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Statistics or related field.
• 0-2+ years of experience in FP&A or related roles.
• Experience with budgeting, forecasting, variance analysis, and financial reporting.
• Exposure to BI tools (Power BI) or AI tools (Copilot) is a plus.

Responsibilities

• Prepare and distribute weekly, monthly, and quarterly financial reports and dashboards.
• Identify opportunities to automate reporting processes and improve data integrity.
• Develop annual budget, monthly forecasts, and strategic plan.
• Analyze revenue, cost of sales, expenses, working capital, and capex trends.
• Monitor KPIs, highlight trends, and explain variances to leadership.
• Support month-end/quarter-end close and executive presentations.

Skills

Excel

Financial modeling

Power Query

Pivot tables

US GAAP

Data analysis

Communication skills

Education

Bachelor's degree

Tools

Power BI

Copilot tools

Job description

Analyst, Financial Planning and Analysis

Location: Charlotte, NC, US, 28277

Requisition ID: 3322

Job Summary/Overview

The FP&A Analyst provides broad exposure to all aspects of the Corporate Financial Planning & Analysis function. This position plays a key role in supporting financial reporting, budgeting, forecasting, performance analysis, and strategic planning activities across the organization. The analyst will assist in preparing and distributing management reports, analyzing financial and operational performance, monitoring key business metrics, and investigating variances to provide actionable insights to leadership. The role also supports month-end and quarter-end close processes, executive and Board reporting, and a wide range of ad hoc analyses for business partners and senior management. With a strong emphasis on reporting and data analysis and a keen eye towards automation and process improvement, this position offers an excellent opportunity to develop core FP&A skills while gaining exposure to senior leadership, cross-functional teams, and the financial drivers of a global organization.

Essential Duties and Responsibilities

• Support the preparation and distribution of weekly, monthly, and quarterly financial reports, dashboards, and management reporting packages for corporate and business leadership.
• Help identify opportunities to automate reporting processes, improve data integrity, and streamline recurring financial analyses.
• Assist in developing, compiling, and analyzing the annual financial budget, monthly forecasts, and annual strategic business plan.
• Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, working capital, and capital expenditures.
• Monitor key performance indicators, highlighting trends and analyzing causes of unexpected variance.
• Respond to ad hoc financial analysis requests from Corporate FP&A leadership and cross-functional business partners, providing timely and accurate insights to support decision-making
• Participate in month-end and quarter-end close activities, including analysis of financial results and preparation of management commentary.
• Assist in the preparation of executive-level presentations, including monthly operating reviews, forecast updates, and Board of Directors materials.
• Perform other financial planning, reporting, and analytical duties as assigned, gaining broad exposure to all aspects of the Corporate FP&A function.

Knowledge, Skills, Competencies, and Abilities

• Ability to analyze large amounts of data from throughout our worldwide organization and multiple ERP systems
• Strong Microsoft Excel and financial modeling, Power Query experience a plus
• Proficient PowerPoint, pivot table, and charting skills
• Basic understanding of US GAAP and other standard financial metrics
• Ability to work in a fast paced, highly productive environment where projects and direction can change quickly while creating thorough and detailed designs and documentation
• Works well in a team and ability to articulate with excellent verbal and written communication skills
• Ability to think creatively, highly-driven and self-motivated
• Demonstrated ability to “roll-up sleeves” and work with team members at all levels of the organization in a hands-on management capacity
• Ability to work cooperatively with hands-on management or with minimal supervision
• Strong organizational skills and ability to multi-task in order to be efficient and meet deadlines

Required Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Statistics or related field.
• 0-2+ years of experience in financial planning & analysis, corporate finance, accounting, budgeting, consulting, or relevant internship/co-op experience.
• Exposure to budgeting, forecasting, variance analysis, or financial reporting through internships, coursework, or early career experience.
• Experience or Familiarity with Business Intelligence Tools (i.e Microsoft Power BI) or AI tools (i.e Microsoft Copilot) is a plus.

Columbus McKinnon is a leading worldwide designer, manufacturer and marketer of intelligent motion solutions that move the world forward and improve lives by efficiently and ergonomically moving, lifting, positioning and securing materials. Key products include hoists, crane components, precision conveyor systems, rigging tools, light rail workstations and digital power and motion control systems. We are focused on commercial and industrial applications that require the safety and quality provided by our superior design and engineering know-how. Columbus McKinnon is a publicly traded company that has been in business for almost 150 years - proud of our heritage, where we come from, and where we’re going. As Columbus McKinnon grows globally, so does our need for driven and inspired employees. Join our winning team!

Columbus McKinnon Corporation promotes a diverse and inclusive workforce and is an Equal Opportunity Employer that does not discriminate against employees or applicants for employment on the basis of race, color, national origin, ancestry, age, religion, sex, gender, gender identity, gender expression, sexual orientation, physical or mental disability, medical condition, genetic information, military or veteran status, marital status, or any other Federal or State legally-protected classes. We also value the safety of all associates and work hard to maintain a Drug Free Workplace.

@ 2024 Columbus McKinnon Corporation. All Rights Reserved.