Financial Planning Analyst

PeachTree Advisory; Kernersville (NC); On-site; USD 72,000 - 82,000; Full time

Benefits offered by this job

Comprehensive Medical, Dental & Vision

Paid Time Off

Paid Sick Time

Company Holidays - 10

Monthly cell phone reimbursement

Professional development opportunities

Collaborative culture

Job summary

PeachTree Advisory is seeking a skilled FP&A Analyst to join a growing interior design-focused organization. You will forecast cash flow, build budgets, and analyze project profitability to drive better business decisions.

You’ll partner with CFO and leaders to transform data into actionable insights and support day-to-day finance activities in a rapidly evolving company. The role emphasizes hands-on modeling, ambiguity navigation, and practical financial solutions across departments, with

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3-5 years of progressive FP&A or corporate finance experience, ideally in a project-based environment.
• Experience building budgets, forecasts, cash flow models, and management reporting.
• Strong cash flow and working capital modeling, scenario planning, and forecasting receipts/payments.
• Advanced Excel skills for flexible financial models and large data sets.
• Experience with invoicing, A/P/A/R processes and month-end support.

Responsibilities

• Own short- and long-term cash flow forecasting and weekly cash visibility.
• Lead annual budgeting and ongoing forecasting across revenue, gross margin, OPEX, and headcount.
• Analyze actuals vs forecast and explain variances to leadership.
• Develop project profitability analyses and identify margin improvement opportunities.
• Create dashboards and management reports to support planning and growth initiatives.
• Collaborate with Design, Procurement, and Operations to improve project economics.

Skills

Excel modeling

Cash flow modeling

Budgeting & forecasting

Data analysis

Communication skills

Problem solving

Education

Bachelor's degree in Accounting/Finance

Tools

Studio Designer

QuickBooks

Sage Intacct

Ramp

Brex

Concur

Job description

Peachtree Advisory is partnering with a growing organization to identify a talented professional ready to make a meaningful impact. Our client values thoughtful decision-making, strong collaboration, and people who aren’t afraid to roll up their sleeves, solve problems, and help build what’s next.

This opportunity is ideal for someone who thrives in a growing environment, brings both curiosity and accountability to their work, and enjoys turning ideas and insights into meaningful business results.

The Company

Some companies build projects. We’re building something bigger.

As a full-service commercial interior design firm, we partner with developers, architects, property managers, and owners to bring vision to life through design, procurement, logistics, and installation. Our work spans multifamily, senior living, and commercial environments across the country.

We believe exceptional spaces begin with exceptional people. Every project is an opportunity to create environments that inspire, welcome, and leave a lasting impression—and we believe the experience of creating those spaces should be just as remarkable as the finished result.

But what truly sets us apart isn’t just what we design—it’s how we work. We believe great outcomes are built through trust, craftsmanship, collaboration, and a shared commitment to excellence. We’re building the kind of company people are proud to be part of, where talented people have the opportunity to make an impact, grow alongside one another, and help shape what’s next. If that excites you, we’d love to meet you.

The Opportunity

Behind every successful project is a financial foundation built on visibility, discipline, and thoughtful decision-making. As the FP&A Analyst, you’ll play a critical role in helping leadership understand where the business is today, where it is headed, and what actions will drive stronger cash flow, profitability, and growth.

This is a hands-on, roll-up-your-sleeves FP&A role for someone who is energized by cash flow forecasting, budgeting, planning, financial modeling, and business analysis. You’ll serve as a trusted partner to the CFO and leadership team, turning financial and operating data into practical insights while also helping with the day-to-day finance activities required in a growing company.

As a new and growing organization, not every process will already have a playbook — and that’s part of the opportunity. You’ll need to be comfortable navigating ambiguity, identifying what is missing, and building practical solutions from the ground up. Whether that means improving the cash forecast, building a budget, analyzing project or employee profitability, creating a new dashboard, or jumping in to help get invoices out and collections in, you’ll be expected to do, build, and solve.

Career Path

This role is expected to evolve as the company grows and is designed to provide a development path toward broader FP&A, strategic finance, and future finance leadership opportunities.

We’re looking for someone who is analytical, resourceful, curious, and energized by turning numbers into decisions. If you enjoy understanding the drivers behind business performance, building models, challenging assumptions, improving processes, and helping leaders make better financial decisions — while being willing to jump in and handle the details when needed — this is the place to be.

What You’ll Influence

Every financial decision contributes to the experience we create for our clients, partners, and team members. In this role, you’ll have the opportunity to:

• Own short- and long-term cash flow forecasting, including weekly cash visibility, scenario modeling, working capital analysis, and projections of future liquidity needs.
• Lead the annual budgeting and ongoing forecasting process, including revenue, gross margin, operating expenses, headcount, capital needs, and cash flow.
• Analyze actual results versus budget, forecast, and prior periods; identify the key drivers behind variances and translate them into clear actions and recommendations for leadership.
• Analyze project profitability, including revenue, gross margin, labor, purchasing, freight, warehouse, installation, and other project economics; identify margin leakage and opportunities to improve project performance.
• Develop employee and team profitability, utilization, capacity, and productivity reporting to support workforce planning, hiring decisions, resource allocation, and compensation discussions.
• Build and maintain financial models, dashboards, and management reporting that support strategic planning, pricing, growth initiatives, pipeline conversion, backlog, and business performance.
• Partner closely with Design, Procurement, Business Operations, and Business Development to improve visibility into project economics, contracts, billing milestones, collections, vendor commitments, and cash requirements.
• Support light accounting and day-to-day finance activities, including customer invoicing, accounts receivable follow-up, accounts payable coordination, vendor payments, corporate credit card administration, and employee expense management.
• Serve as a key finance user and process owner for Studio Designer, Ramp, and other financial tools, helping improve reporting, workflows, automation, controls, and data integrity.
• Support lender reporting, financing activities, banking relationships, and other strategic finance initiatives as needed.
• Create scalable FP&A and finance processes, documentation, and reporting routines that can grow with the Company.
• Take ownership of key finance priorities while contributing to a culture of accountability, curiosity, collaboration, and continuous improvement.

The Expertise That Elevates the Team

We’re looking for someone who combines strong FP&A and analytical capabilities with enough accounting knowledge to understand the underlying transactions, ask the right questions, and help keep the day-to-day finance function moving.

Ideal qualifications include:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 3-5 years of progressive FP&A, corporate finance, financial analysis, or related accounting/finance experience, ideally within a project-based, professional services environment.
• Demonstrated experience building budgets, forecasts, cash flow models, management reporting, and financial analyses used to support business decisions.
• Strong cash flow and working capital modeling experience, including scenario planning and forecasting the timing of customer receipts, vendor payments, payroll, and operating expenses.
• Advanced Microsoft Excel skills with the ability to build flexible financial models, analyze large data sets, and present clear, actionable information.
• Comfort with light accounting responsibilities such as invoicing, A/R follow-up, A/P coordination, credit card and expense administration, reconciliations, and month-end support.
• Experience working with accounting, ERP, project management, or expense platforms such as Studio Designer, QuickBooks, Sage Intacct, Ramp, Brex, Concur, or comparable systems.
• Strong written and verbal communication skills with the ability to explain financial information clearly and build collaborative relationships across departments.
• A proactive approach to problem solving, with the confidence to dig into the details, challenge assumptions, chase down missing information, and drive issues to resolution.
• Experience building management dashboards, BI reporting, or improving financial systems and processes is highly valued.
• CPA, CMA, MBA, or other relevant advanced credential is a plus, but not required.

Why Us

We’re building more than beautiful spaces—we’re building a team that believes exceptional work comes from thoughtful collaboration, accountability, curiosity, and an unwavering commitment to quality.

If you take pride in your craft, communicate with honesty, embrace new challenges, and enjoy creating white-glove experiences for clients and colleagues alike, you’ll feel right at home here.

Designed for Your Success

We believe great people do their best work when they have the support, flexibility, and resources to thrive—both professionally and personally.

What You’ll Enjoy:

• Comprehensive Medical, Dental & Vision Coverage
• Paid Time Off
• Paid Sick Time
• 10 Paid Company Holidays—Including Your Birthday
• Monthly Cell Phone Reimbursement
• Professional Development Opportunities
• A Collaborative Culture

Anticipated hiring range: $72,000–$82,000 , based on experience and qualifications.