Financial Planning & Analysis Analyst

McLane Company, Inc.; Carrollton (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Day 1 Benefits: medical, dental, and V

Paid time off starts day one

Pet insurance

Maternity/paternity leave

Tuition reimbursement

Discount programs

Employee assistance programs

Job summary

McLane Company, Inc. in Carrollton, Texas is seeking a Financial Planning & Analysis Analyst to help build and maintain complex financial models, support budgeting, forecasting, and management reporting.

You will audit contracts for financial clauses, automate data sources, and work with Alteryx, Power BI, and Tableau to improve FP&A processes.

Qualifications

• Bachelor’s degree in accounting, economics, finance, or related field.
• 1+ years in accounting, finance, audit or business analysis.
• CPA or CPA-in-progress preferred but not required.
• Strong data & analytics skills (Alteryx, Tableau, Power BI) or willingness to learn.
• Strong written and verbal communication skills.

Responsibilities

• Develop, maintain, and improve complex financial models for planning, forecasting, and scenario analysis.
• Assist in annual budgeting and periodic forecasting with business units.
• Prepare monthly, quarterly, and annual management reports and variance analyses.
• Audit commercial contracts for compliance with financial clauses (margin, volume, inflation).
• Identify and automate related data sources.
• Design future-state processes to increase FP&A efficiency and value.
• Learn and champion adoption of data/analytic tools (Alteryx, Power BI, Microsoft Fabric).
• Perform other duties as assigned.

Skills

Data analytics

Alteryx

Power BI

Tableau

Flowcharting

Communication skills

Education

Bachelor’s degree in accounting/finance

Master's degree preferred

Tools

Alteryx

Power BI

Tableau

Flowcharting

Job description

Job Description - Financial Planning & Analysis Analyst (JR112287)

Financial Planning & Analysis Analyst - ( JR112287 )

Take your career further with McLane!

McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America’s most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide.

Drive financial impact to McLane through rigorous accounting, financial, data, and statistical modeling. Responsible for review and analysis of financial statements to modeling revenue/expense models to auditing commercial contract clauses.

This position is based in Carrollton, Texas. Candidates should reside within a 50-minute commute of the Carrollton area to support on-site collaboration and business needs.

Benefits you can count on:

• Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance
• Paid time off begins day one.
• Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!

What you’ll do as a Financial Planning & Analysis Analyst:

• Assist in the development, maintenance, and improvement of complex financial models to support business planning, forecasting, and scenario analysis.
• Assist in the annual budgeting and periodic forecasting processes, collaborating with business units to align financial goals with strategic objectives.
• Assist in the preparation of monthly, quarterly, and annual management financial reports and variance analysis for senior leadership.
• Audit commercial contracts for compliance with financial clauses, such as margin, volume, or inflation measures.
• Identify and automate related data sources.
• Design future-state processes that bring efficiency and value to McLane Company
• Continuously improve FP&A processes, tools, and systems to enhance efficiency and accuracy.
• Learn, utilize, and champion adoption of data & analytic tools such as Alteryx (data analysis), Power BI (data visualization), and Microsoft Fabric across McLane Company.
• Perform other duties as assigned.

Qualifications you’ll bring as a Financial Planning & Analysis Analyst:

• Bachelor’s degree with a focus on accounting, economics, finance, or other areas relevant to the role. Masters degree in business or related degree preferred.
• One or more years of accounting, finance, audit or other business analysis experience.
• CPA or CPA-in-progress preferred but not required (if accounting background).
• Strong data & analytics skills (Alteryx, Tableau, Power BI, Flowcharting, etc.) or be willing to learn quickly and independently.
• Strong written and verbal communication skills.
• Ability to organize, forecast and meet deadlines.
• Multiple simultaneous projects and ad-hoc asks.
• Work both independently and with multiple stakeholders across functions and levels.
• This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.

Fit the following? We want you here!

• Teamwork oriented
• Organized
• Detailed

Our roadmap. Our story.

We’ve been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.

Candidates may be subject to a background check and drug screen, in accordance with applicable laws.

All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.