Financial Planning Analyst

Simpson Strong-Tie Company; Pleasanton (CA); Hybrid; USD 67,000 - 128,000; Full time

Job summary

Simpson Strong-Tie Company is seeking a Financial Planning Analyst to support budgeting, forecasting, financial analysis, and management reporting. This role partners with Finance and business leaders to explain performance and drive strategic goals.

Based in Plano, TX or Pleasanton, CA with a hybrid schedule, you will build models for revenue, margins, and cash flow, prepare monthly reports, and contribute to process improvements using Excel, ERP/EPM, and BI tools.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 3 years FP&A, financial analysis, or corporate finance.
• Advanced Excel; proficient with Word, Outlook, and PowerPoint.
• Strong analytical and problem-solving skills.
• Understanding of revenue, margins, cash flow, and returns.

Responsibilities

• Partner with Finance and business units to explain performance.
• Develop budgets, forecasts, and management reporting.
• Build models for revenue, margins, expenses, cash flow.
• Create dashboards and executive commentary on results.
• Improve processes with automation and BI tools.

Skills

Financial analysis

Forecasting

Budgeting

Excel advanced

Communication

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

ERP software

BI tools

Financial planning software

Job description

Simpson Strong-Tie is a leader in engineered structural connectors, software, and solutions for the building industry. We maintain a reputation as a trusted manufacturer, partner, and corporate citizen committed to our customers and employees.

Our founder, Barc Simpson established 9 Principles of Business we live out as company values and have made Simpson Strong-Tie an inspiring place to work since 1956. Our team of talented people are dedicated to our shared mission: to provide solutions that help people design and build safer, stronger structures.

Learn about our company culture directly from our team .

MAKE AN IMPACT IN THIS ROLE

The Financial Planning Analyst supports budgeting, forecasting, financial analysis, and management reporting. This role works with Finance and business leaders to explain performance, improve forecasts, and support strategic and financial goals.

WHAT YOU'LL DO (% OF TIME)

• Business Partnership (30%)
  • Build relationships across Finance, Sales, Operations, Supply Chain, and other teams.
  • Help business partners understand the financial impact of their decisions.
  • Constructively challenge assumptions and help leaders weigh trade-offs and alternatives.
• Financial Analysis & Business Insights (30%)
  • Compare results with budgets, forecasts, prior years, and other benchmarks.
  • Explain what drives revenue, profitability, spending, and cash flow.
  • Separate meaningful trends from normal fluctuations and recommend actions based on the analysis.
  • Analyze pricing, productivity, investments, costs, and other strategic initiatives.
• Financial Planning & Forecasting (25%)
  • Support the annual budget, periodic forecasts, and long-range planning processes.
  • Build models for revenue, margins, expenses, capital spending, cash flow, and other key business drivers.
  • Improve forecasts using key business drivers and leading indicators.
  • Test scenarios and assumptions to assess possible business outcomes.
• Management Reporting (10%)
  • Prepare monthly and quarterly financial reports and management presentations.
  • Write clear commentary on results, trends, risks, and opportunities.
  • Create dashboards and tools to track business and financial performance.
  • Help ensure financial information is accurate, consistent, and useful for decisions.
• Process Improvement & Technology (5%)
  • Simplify, standardize, and automate recurring work redirect time for analysis, forecasting, and business partnership.
  • Improve financial models, reporting processes, and data quality.
  • Use Excel, business intelligence, ERP/EPM systems, and emerging automation and/or AI capabilities to improve efficiency and analysis.

REQUIRED QUALIFICATIONS, TECHNICAL SKILLS, AND KNOWLEDGE

• Bachelor's degree in Finance, Accounting, or a related field.
• 3 years of experience in FP&A, financial analysis, or corporate finance.
• Advanced proficiency in Microsoft Excel and proficiency with Word, Outlook, and PowerPoint.
• Strong analytical and problem-solving skills, including the ability to analyze large or complex data sets and identify meaningful business insights.
• Understands the relationships among revenue, margins, operating expenses, cash flow, and returns.
• Strong attention to detail with the ability to balance multiple projects and deadlines while maintaining accuracy, speed, and business relevance.
• Demonstrated skill in communicating financial insights in writing and verbally to Finance and non-Finance stakeholders
• Takes ownership of high-quality, timely work and follows issues through to resolution.

PREFERRED QUALIFICATIONS, TECHNICAL SKILLS, AND KNOWLEDGE

• Experience in manufacturing, industrial products, building products, distribution, or another operationally complex business.
• Experience with ERP, financial planning systems, and business intelligence tools.
• Familiarity with financial statements, management accounting, standard costing, or manufacturing economics.
• Experience with financial automation, data transformation, or advanced analytics.
• Understanding of GAAP principles is a plus.

TRAVEL

This position requires domestic up to 10% of the time.

WORK STATUS & LOCATION

This is a full-time, exempt position. Hybrid work schedule based in either Plano, TX, or Pleasanton, CA.

RELOCATION

Relocation is not available for this position.

PAY (COMPENSATION)

$66,600 - $127,800 / year

Posted pay range is based upon national average and may vary depending on geographical work location.

The salary is determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data for geographic locations.

PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

PHYSICAL REQUIREMENTS

While performing the duties of this jo