Financial Planning & Analysis Analyst

National Oak Distributors, Inc.; West Palm Beach (FL); On-site; USD 75,000 - 110,000; Full time

Job summary

National Oak Distributors, Inc. is seeking a Financial Planning & Analysis professional to help build an insight-to-action finance organization in West Palm Beach, FL.

The role supports budgeting, forecasting, reporting, financial modeling, and business performance analysis while partnering with leaders across Sales, Operations, Supply Chain, Purchasing, HR, and Finance. This is a full‑time, on‑site position based in West Palm Beach, with no remote work or sponsorship available.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 3–5 years of FP&A or related analytical experience.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Advanced Excel and large data handling skills.
• Experience with management reporting and executive summaries.
• Ability to translate financial results into actionable insights.

Responsibilities

• Support annual budget, quarterly reforecast, and long-range planning processes with models, templates, assumptions, and variance analysis.
• Analyze revenue, gross margin, operating expenses, working capital, and cash flow trends to identify risks and opportunities.
• Develop financial models and scenario analyses for pricing, inventory, capital investments, acquisitions, and KPI analyses.
• Prepare monthly and quarterly reporting packages, dashboards, and executive summaries that explain results and next steps.
• Collaborate with leaders to understand operational drivers and connect financial results to business actions.
• Support KPI standardization, governance, and data quality improvements across the enterprise.
• Assist with report rationalization and automation to improve reporting speed and usefulness.
• Create clear presentations and analyses for finance and non-finance audiences.
• Contribute to FP&A playbooks and repeatable processes to scale the finance function.

Skills

Financial modeling

Excel

Budgeting

Forecasting

Data analysis

Communication

Education

Bachelor's degree in Finance/Accounting/Economics/Business Analytics

Tools

Power BI

SQL

ERP systems

Job description

West Palm Beach Office

6529 Southern Blvd

West Palm Beach, FL 33413, USA

National Oak Distributors (NOD) has merged with Integrated Supply Network (ISN) combining the leader in automotive paint, body and equipment wholesale distribution with the leader in automotive tools and equipment distribution. This is a significant step forward in our vision to expand geographic reach, and to deliver value added services and solutions to both suppliers and customers. Our priority remains unchanged – to continue to deliver exceptional service and value to our suppliers and customers in a thriving and collaborative workplace for the industry’s top talent.

Position Summary

We are seeking a Financial Planning & Analysis professional to help build an insight-to-action finance organization. This role will support budgeting, forecasting, reporting, financial modeling, and business performance analysis while partnering with leaders across Sales, Operations, Supply Chain, Purchasing, Human Resources, and Finance. The ideal candidate is analytical, curious, detail‑oriented, and able to translate financial and operational data into clear insights and practical recommendations. This is an opportunity to help shape a growing FP&A function while working directly with senior leadership to influence strategic and operational decisions across the organization.

This is a full‑time, on‑site position based in West Palm Beach, Florida. Remote work and employment sponsorship are not available for this position.

Key Responsibilities

• Support the annual budget, quarterly reforecast, and long‑range planning processes by preparing models, templates, assumptions, and variance analysis.
• Analyze revenue, gross margin, operating expenses, working capital, and cash flow trends to identify risks, opportunities, and recommended actions.
• Develop and maintain financial models, scenario analyses, and decision‑support tools for pricing, inventory, capital investments, acquisitions, customer concentration, and other business initiatives.
• Prepare monthly and quarterly reporting packages, dashboards, and executive‑level summaries that explain what happened, why it happened, why it matters, and what should be done next.
• Partner with business leaders to understand operational drivers, validate assumptions, and connect financial results to business actions.
• Support KPI standardization, reporting governance, and data quality improvements across the enterprise.
• Assist with report rationalization and automation efforts to improve the speed, consistency, and usefulness of financial reporting.
• Create clear presentations and analysis that communicate complex financial information to both finance and non‑finance audiences.
• Contribute to the development of FP&A playbooks, analytical methodologies, and repeatable processes that support a scalable finance operating model.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 3–5 years of experience in FP&A, financial analysis, accounting, business analytics, corporate finance, or a related analytical role.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Advanced Microsoft Excel skills and comfort working with large data sets.
• Experience preparing management reporting, dashboards, or executive‑level financial summaries.
• Ability to interpret financial statements and connect financial results to operational performance drivers.
• Strong communication skills, including the ability to explain financial concepts to non‑finance stakeholders.
• High attention to detail, sound judgment, and the ability to manage multiple priorities in a deadline‑driven environment.

Preferred Skills and Experience

• Experience with Power BI, VENA, SQL, ERP systems, or other reporting and analytics tools.
• Experience analyzing revenue, customer profitability, product mix, pricing, gross margin, inventory, working capital, or operational KPIs.
• Exposure to AI‑assisted analytics, automation, predictive modeling, or process improvement initiatives.
• Prior experience supporting Sales, Operations, Supply Chain, Purchasing, Human Resources, or multi‑location business teams.
• CPA, CMA, CFA, MBA, or progress toward a related certification or graduate degree is a plus but not required.

Success in This Role Looks Like

• Financial reporting is accurate, timely, and focused on business decisions rather than static summaries.
• Forecasts, budgets, and variance explanations clearly identify key drivers, risks, and opportunities.
• Business leaders receive insights that lead to documented actions, clear ownership, and measurable outcomes.
• FP&A becomes a trusted partner to the business and a source of actionable recommendations.
• This role offers the opportunity to take ownership of analyses, challenge assumptions, identify opportunities, and influence business decisions through thoughtful financial insight.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.