Budget & Margin Analyst - FP&A Partner

IDI: Insulation Distributors Inc.; Chanhassen (MN); On-site; USD 72,000 - 101,000; Full time

Job summary

IDI: Insulation Distributors Inc. is seeking a Financial Analyst, Budgeting and Margin to own P&L budgeting and forecasting, and to lead margin analyses in collaboration with the FP&A team for Executive Management, operations, and business leaders.

Responsibilities include budgeting for sales, margin, and operating expenses; coordinating P&L forecasts; developing variance analyses; and delivering timely reports. The role supports margin improvements and process documentation.

Qualifications

• Bachelor's degree in accounting, finance, economics, math, or related field.
• 2+ years accounting/finance experience preferred.
• Strong proficiency with Excel, PowerPoint and Word.
• Experience with ERP accounting software; SAP preferred.
• GAAP knowledge and financial analysis experience.

Responsibilities

• Support annual budgeting process for sales, margin, and operating expenses.
• Coordinate P&L forecasting process for mid-year P&L updates.
• Develop variance analyses for budget and forecast presentations to executive leadership.
• Ensure accuracy and timeliness of key budget, forecast, and reporting deliverables.
• Publish and present monthly margin analysis based on vendor and customer pricing.
• Partner with business and operations to understand margins and recommend opportunities.
• Respond to customer feedback to improve budget, forecast, and margin processes.
• Document workflows, analytical techniques, and business processes.
• Develop, maintain, and distribute ad-hoc reports related to budget, forecasts, and margins.
• Other duties as required to benefit the organization.

Skills

Analytical thinking

Communication skills

Attention to detail

Teamwork

Storytelling with data

Education

Bachelor's degree in accounting, finance, economics, math, or related field

Tools

Excel

PowerPoint

Word

ERP software (SAP)

Job description

IDI: Insulation Distributors Inc. is seeking a Financial Analyst, Budgeting and Margin to own P&L budgeting and forecasting, and to lead margin analyses in collaboration with the FP&A team for Executive Management, operations, and business leaders.

Responsibilities include budgeting for sales, margin, and operating expenses; coordinating P&L forecasts; developing variance analyses; and delivering timely reports. The role supports margin improvements and process documentation.