Financial Planning and Analysis Manager

Summit Interconnect; Irvine (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

Summit Interconnect is seeking an FP&A Manager for its Irvine, CA corporate office. This in‑office role (5 days/week with some flexibility) focuses on building and maintaining full three‑statement financial models, forecasting, and data analysis across enterprise planning and site‑level finance.

You will partner with the FP&A team to deliver reporting, scenarios, and strategic insights, leveraging advanced Excel and SQL/Power Query, with exposure to ERP systems and data visualization tools.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 5+ years of FP&A experience
• Demonstrated experience building and maintaining three-statement financial models
• Advanced proficiency in Microsoft Excel and PowerPoint

Responsibilities

• Build and maintain full three-statement financial models supporting enterprise planning and long-range forecasting
• Develop scenario models and sensitivity analyses to support leadership decision-making
• Extract, structure, and analyze large volumes of financial and operational data from multiple systems
• Create and maintain large-scale Excel models, ensuring they are documented, auditable, and usable by others
• Support the annual budget process and monthly rolling forecast, including model builds and consolidation
• Partner with the FP&A team on site-level variance analysis and month-end reporting support across multiple manufacturing facilities
• Provide backup coverage for recurring FP&A deliverables, including the weekly 13-week cash flow forecast
• Prepare analysis and supporting schedules for management, Board, and lender reporting
• Support special projects and strategic initiatives as assigned, including financial analysis for transactions and other enterprise-level activity

Skills

Three-statement modeling

Advanced Excel

SQL / Power Query

Data analysis

Financial statement mechanics

Communication skills

Self-directed

Cross-functional collaboration

Education

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

Tools

ERP systems

Power BI

Job description

Company Description Summit Interconnect is a leading North American manufacturer of complex rigid and flexible printed circuit boards, supporting needs from advanced prototyping to high mix, low-to-mid volume production. The company serves aerospace, defense, and other demanding commercial sectors, providing quick-turn and high-technology PCB and PCBA solutions. Summit operates facilities in California, Colorado, Illinois, and Toronto, Canada, offering broad geographic reach and manufacturing capacity. With deep expertise in high-speed digital, RF/microwave, and mixed material constructions, Summit is recognized for technical innovation, quality, and reliability.

We have an immediate opening for an FP&A Manager located in our Irvine, CA corporate office.This position isconsidered in office position 5 days per week with some flexibility over time.

This role provides modeling and analytical depth across the FP&A function, building the financial models and data analysis that support enterprise planning, forecasting, and leadership decision-making. The position combines full three-statement modeling capability with the ability to work efficiently in large datasets, and partners across the FP&A team to support both enterprise-level planning and site-level financial analysis.

Responsibilities:

• Build and maintain full three-statement financial models supporting enterprise planning and long-range forecasting
• Develop scenario models and sensitivity analyses to support leadership decision-making
• Extract, structure, and analyze large volumes of financial and operational data from multiple systems
• Create and maintain large-scale Excel models, ensuring they are documented, auditable, and usable by others
• Support the annual budget process and monthly rolling forecast, including model builds and consolidation
• Partner with the FP&A team on site-level variance analysis and month-end reporting support across multiple manufacturing facilities
• Provide backup coverage for recurring FP&A deliverables, including the weekly 13-week cash flow forecast
• Prepare analysis and supporting schedules for management, Board, and lender reporting
• Support special projects and strategic initiatives as assigned, including financial analysis for transactions and other enterprise-level activity

Required Skills:

• Full three-statement financial modeling - able to build integrated models from scratch and expand on existing ones
• Advanced Excel - complex formulas, data tables, scenario structures, and model architecture
• Strong data handling - able to work with large datasets using SQL, Power Query, or comparable tools
• Analytical rigor - translates business questions into structured analysis and defensible conclusions
• Understanding of financial statement mechanics and how operational activity flows to financial results
• Self-directed; able to take ambiguous requests and deliver structured outputs
• Strong written and verbal communication with both finance and non-finance audiences

Preferred Skills:

• Experience with EPM/CPM planning tools (Adaptive, Anaplan, Hyperion, or similar)
• Familiarity with ERP systems and general ledger structures
• Power BI or comparable data visualization experience
• Experience presenting analysis to executive and Board-level audiences
• Process automation mindset - reduces manual effort through scalable model and report design

Minimum Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 5+ years of progressive FP&A experience
• Demonstrated experience building and maintaining three-statement financial models
• Advanced proficiency in Microsoft Excel and PowerPoint

Preferred Qualifications:

• MBA, CPA, CMA, or CFA
• Manufacturing or multi-site operating environment experience
• Experience in a private equity-backed company with lender reporting requirements
• Exposure to transaction-related analysis or integration work

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times

Occasional travel to manufacturing sites may be required

ITAR Compliance Notice

This position requires compliance with the International Traffic in Arms Regulations (ITAR). Under ITAR, candidates must be a U.S. citizen, U.S. lawful permanent resident (e.g., "Green Card" holder), asylee, or refugee as defined by 8 U.S.C. 1324b(a)(3). Applicants who do not meet this requirement may not be eligible for employment in this position.

Summit Interconnect is an Equal Opportunity Employer

We are committed to fostering an inclusive and diverse workplace where everyone is valued and respected. We provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other legally protected characteristic.