Financial Planning Analyst

Sunny Sky Products, LLC

Houston (TX)

On-site

USD 70,000 - 100,000

Full time

21 hours ago
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Benefits offered by this job

Health Insurance
Life Insurance
Cafeteria Plans
401K
Vacation

Job summary

Sunny Sky Products, LLC is seeking an FP&A Analyst to support financial planning, reporting, forecasting, and strategic projects. You will build and maintain Power BI dashboards, automate recurring reporting, and explore AI solutions across finance and business processes.

The role requires proactive, analytical thinking and strong communication to challenge the status quo and deliver scalable solutions. The ideal candidate will have 3–5 years of FP&A experience, advanced Excel, and SAP/Power BI

Qualifications

  • Bachelors degree in finance or accounting; CPA preferred.
  • 3–5 years of relevant FP&A experience in finance.
  • Demonstrated history of solving problems and driving projects to completion.
  • Strong work ethic, proactive, team player with integrity.

Responsibilities

  • Transition reporting to Power BI dashboards built on SAP and other data sources.
  • Analyze performance and deliver timely insights for operational and strategic initiatives.
  • Support manufacturing and operational reviews through efficiency and cost analysis.
  • Assist budgeting, forecasting, and variance analysis with business leaders.
  • Identify AI and automation opportunities to improve reporting and workflows.

Skills

Advanced Excel
Power BI
AI tools in analysis
Financial modeling
SAP experience
Analytical thinking
Communication skills

Education

Bachelors in Finance or Accounting
CPA preferred

Tools

SAP ERP
Power BI
Excel

Job description

The FP&A Analyst reports to the Director of Finance and supports financial planning, reporting, forecasting, business analysis, and strategic projects. This role will help build and maintain Power BI dashboards, automate recurring reporting, and enable practical AI solutions across financial and business processes. The ideal candidate is proactive, analytical, performance-driven, and enthusiastic, with an innovative problem-solving mindset and a strong focus on challenging the status quo, improving efficiency, and delivering scalable solutions.

Major Job Functions
Financial Analysis and Reporting
  • Transition financial reporting packages, bank and Board presentations, and operational KPIs from manual Excel processes to Power BI dashboards built on SAP and other business data, helping define and refine the key metrics tracked.
  • Apply developed reporting tools, business acumen, and finance and accounting expertise to analyze performance and deliver timely insights and decision support for operational and strategic initiatives.
  • Support manufacturing and operational reviews through analysis of efficiency, costs, variances, and other performance drivers.
  • Provide additional analysis across areas such as supply chain, freight, pricing, profitability, and other evolving business priorities.
  • Challenge existing processes and identify and implement practical AI and automation solutions across financial and business processes — including rebates, CAPEX, pricing, and reporting — to eliminate inefficiencies and deliver innovative, scalable tools and workflows.
Budgeting and Forecasting
  • Support the annual budget, monthly forecasts, and long-range planning.
  • Prepare budget-to-actual reporting and partner with business leaders to understand variances, risks, and opportunities.
  • Support spend optimization and resource planning across departments and cost centers.
Strategic Projects
  • Support management and cross-functional teams with analysis for strategic and ad hoc initiatives.
  • Manage multiple assigned projects and deadlines in a fast-paced environment, from requirements gathering through testing, implementation, documentation, and user support.
Required Knowledge, Skills, and Abilities
  • Advanced Excel and strong working knowledge of Power BI; able to translate complex raw data into meaningful reports and dashboards
  • Practical knowledge of AI tools and their application to analysis, automation, and reporting
  • Strong financial modeling skills; able to synthesize large data sets into concise, decision-ready outputs
  • Experience with SAP or comparable ERP systems preferred
  • Detail-oriented and analytical; works effectively under tight deadlines, both independently and in teams
  • Excellent communication and problem-solving skills
Education and Experience
  • Bachelors’ degree in finance or accounting, CPA preferred
  • 3-5 years of relevant experience demonstrating financial analysis, budgeting, and corporate forecasting capabilities
  • Demonstrated history of solving problems and driving projects to completion
  • Positive attitude, strong work ethic, self-motivated team player with a desire to excel and grow within the company
  • A high degree of personal character and integrity
Salary

Commensurate with experience.

Benefits

Health Insurance, Life Insurance, Cafeteria Plans, 401K, Vacation, and more

Sunny Sky Products is an Equal Opportunity Employer, employment decisions at Sunny Sky Products are based on merit, qualifications and abilities. Sunny Sky Products does not discriminate in employment opportunities or practices on the basis of race, color, sex, national origin, age, sexual preference or any other characteristic protected by law.

Company Information is available on our website at www.sunnyskyproducts.com

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.

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