Financial Planning & Analysis Analyst

CFS; West Palm Beach (FL); On-site; USD 100,000 - 115,000; Full time

Job summary

CFS in West Palm Beach is seeking a Financial Planning & Analysis Analyst to join a high-visibility team reporting to senior leadership. You will support budgeting, forecasting, and long-range planning, build financial models, and prepare executive performance summaries.

This role offers cross-functional exposure across Sales, Operations, Supply Chain, HR, and Finance, with opportunities to influence pricing, capital investments, and reporting automation in a data-driven environment.

Qualifications

• Bachelor’s degree required in Finance, Accounting, Economics, Business Analytics, or related field.
• 3-5 years of FP&A or related experience with strong financial modeling, budgeting, forecasting, and variance analysis.
• Advanced Excel skills with experience handling large datasets.

Responsibilities

• Support budgeting, forecasting, reforecasting, and long-range planning processes.
• Analyze revenue, margins, expenses, working capital, and cash flow performance.
• Build and maintain financial models, scenario analyses, and business decision-support tools.
• Prepare executive reporting packages, dashboards, and financial performance summaries.
• Partner with business leaders to identify key drivers, risks, and opportunities.
• Support reporting automation, KPI development, and data quality initiatives.

Skills

Financial analysis

Budgeting

Forecasting

Variance analysis

Data analysis

Advanced Excel

Education

Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field

Tools

Excel

Job description

Annual Salary

$100,000-$115,000

Location

West Palm Beach (Monday-Friday in office, 8-5pm)

Why This Opportunity Stands Out

• Annual Salary: $100,000-$115,000
• High visibility role with direct exposure to senior leadership and key business decision-makers
• Opportunity to help shape and build a growing FP&A function from the ground up
• Partner cross-functionally with Sales, Operations, Supply Chain, HR, Purchasing, and Finance leaders
• Gain exposure to strategic initiatives including pricing, inventory optimization, acquisitions, and capital investments
• Ability to make a measurable impact by turning financial insights into business actions
• Work in a data-driven environment focused on reporting automation and process improvement
• Opportunity to develop advanced analytical and financial modeling skills
• Join a growing organization following the merger of two industry-leading distributors
• Broad business exposure across multiple functions and locations
• Opportunity to influence decisions beyond traditional financial reporting

Key Responsibilities For The Financial Planning & Analysis Analyst

• Support budgeting, forecasting, reforecasting, and long-range planning processes
• Analyze revenue, margins, expenses, working capital, and cash flow performance
• Build and maintain financial models, scenario analyses, and business decision-support tools
• Prepare executive reporting packages, dashboards, and financial performance summaries
• Partner with business leaders to identify key drivers, risks, and opportunities
• Support reporting automation, KPI development, and data quality initiatives

Qualifications For The Financial Planning & Analysis Analyst

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or related field
• 3-5 years of FP&A, financial analysis, corporate finance, accounting, or related experienceStrong financial modeling, budgeting, forecasting, and variance analysis skills
• Advanced Excel skills with experience working with large datasets

Financial Planning & Analysis Analyst

This role is listed multiple times in the original posting. We retain one instance of the title as a heading.

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