Financial Planning and Analysis Specialist

KESTREL Vision; Cleveland (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) & 401(k) matching

Health Insurance

Disability & Life Insurance

Paid Time Off & Holiday Pay

HSA, FSA

Employee Assistance Program

Job summary

A manufacturing company located in Cleveland is seeking a Financial Planning and Analysis Specialist to support financial planning, forecasting, and performance analysis. The role involves preparing budgets, analyzing variances, and providing financial insights to operational teams. Candidates must have a Bachelor’s degree in a related field and at least 3 years of FP&A experience, ideally within manufacturing. Benefits include 401(k) matching, health insurance, and paid time off.

Qualifications

• 3+ years of FP&A experience, preferably in manufacturing or operations.

Responsibilities

• Prepare annual budgets, quarterly forecasts, and operating plans.
• Analyze variances between actual results and forecasts, focusing on operational drivers.
• Prepare monthly and quarterly financial reporting packages.
• Track and analyze KPIs related to cost, efficiency, and profitability.
• Partner with Operations, Sales, and other teams to provide financial guidance.
• Support business cases for capital investments and process improvement initiatives.
• Ensure accuracy, consistency, and documentation of financial data and models.

Skills

Advanced financial modeling and Excel skills

Strong understanding of financial statements and cost drivers

Experience with BI and reporting tools (Power BI preferred)

Clear communicator with strong attention to detail and follow-through

Education

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

MBA preferred

Tools

Power BI

Job description

Financial Planning and Analysis Specialist

We’re seeking an FP&A Analyst to support financial planning, forecasting, and performance analysis in a manufacturing and operations-focused environment. This role partners closely with Finance leadership and operational teams to deliver accurate forecasts, meaningful variance analysis, and financial insights that support day-to-day and strategic decision‑making.

This position is based onsite in Solon, Ohio. Relocation assistance is not provided.

Responsibilities

• Prepare annual budgets, quarterly forecasts, and operating plans
• Analyze variances between actual results and forecasts, with a focus on operational drivers
• Prepare monthly and quarterly financial reporting packages
• Track and analyze KPIs related to cost, efficiency, and profitability
• Partner with Operations, Sales, and other teams to provide financial guidance
• Support business cases for capital investments and process improvement initiatives
• Ensure accuracy, consistency, and documentation of financial data and models

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA preferred)
• 3+ years of FP&A experience; manufacturing or operations exposure strongly preferred

Required Skills

• Advanced financial modeling and Excel skills
• Strong understanding of financial statements and cost drivers
• Experience with BI and reporting tools (Power BI preferred)
• Clear communicator with strong attention to detail and follow-through

Benefits

• 401(k) & 401(k) matching
• Health Insurance
• Disability & Life Insurance
• Paid Time Off & Holiday Pay
• HSA, FSA
• Employee Assistance Program

Equal Opportunity Statement: We’re an equal opportunity employer. All qualified applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other characteristic protected by law.

Seniority level

Associate

Employment type

Full-time

Job function

Finance

Industries

Manufacturing