Financial Planning and Analysis Specialist

Clarus; Fort Worth (TX); On-site; USD 85,000 - 110,000; Full time

Job summary

Clarus in Fort Worth, TX is seeking a Sr FP&A Analyst to support Finance, Sales, and Operations with analytics, KPI reporting, and dashboarding. This on-site role emphasizes accuracy, cross-functional collaboration, and data-driven decision making.

The candidate will develop sales reporting, assist in S&OP implementation, and manage monthly commissions forecasting while presenting insights to c-suite stakeholders.

Qualifications

• 3+ years in FP&A or similar in a manufacturing environment.
• Experience with data visualization and reporting tools (Tableau or similar).
• Strong ability to analyze processes and recommend improvements.

Responsibilities

• Develop sales and operational KPI reporting to support leadership.
• Own report/dashboarding in ERP and Tableau to communicate KPI.
• Assist in S&OP process implementation and cross-functional analytics.
• Manage monthly commissions analytics and forecasting.
• Prepare monthly business review slides for leadership.

Skills

Analytical thinking

Cross-functional collaboration

Communication

Education

Bachelor's degree in Finance/Accounting

Tools

Tableau

Excel

PowerPoint

NetSuite

Job description

This is a full-time, on-site position in Fort Worth, Texas. Candidates must be able to commute to the Fort Worth location daily upon hire. This is not a remote or hybrid position. Prior FP&A experience in a manufacturing environment is required.

JOB PURPOSE:

The Sr FP&A Analyst supports Finance, Sales, and Operations leaders in developing accurate and insightful analysis and KPI reporting. The position will be responsible for providing recommendations and expected to have a highly analytical skillset with strong attention to detail and accuracy. The successful candidate will be expected to develop sales reporting and dashboards used to analyze and monitor the business. Candidate will assist in the implementation of the S&OP strategy and work cross-functionally with sales and operations in providing analytics and forecast to drive production cost savings and EBITDA growth. Candidate will manage commission reporting, analytics, and forecasting of monthly sales impact. Must be able to communicate analysis effectively through oral and visual presentation and take accountability for accuracy of information. Experience with analytical software and tools to report and visualize data is required. Must have a strong desire to learn and be capable of solving complex problems with little to no supervision.

DUTIES & RESPONSIBILITIES:

• Utilize company data and systems to develop meaningful analysis that serve to analyze, measure, and support company strategies.
• Own report and dashboarding in ERP and Tableau to communicate sales KPI.
• Assist in implementation of an efficient S&OP process.
• FP&A duties: Monthly financial review, reporting, forecasting, budget preparation, etc.
• Manage monthly commissions process and provide insights and analysis to improve incentive programs.
• Support weekly and monthly development of financial and operational reporting to internal stakeholders.
• Assist in preparation of monthly business review slides for c-suite and ownership group.

QUALIFICATIONS:

• 3+ years experience in a similar position in a manufacturing environment
• Experience with data visualization & reporting tools (Tableau or similar).
• Expertise analyzing and designing business processes and recommending improvements.
• Desire to learn and take initiative to solve problems and assist cross-functional stakeholders.
• Strategic mindset with ability to think outside the box, not just a number-cruncher.
• MS Office experience, highly proficient in Excel and PowerPoint.
• Significant experience with developing reporting and analysis from an ERP; NetSuite preferred.
• Pricing and commissions experience preferred
• Experience in S&OP process and operations analytics preferred.
• BA or BS in Finance, Accounting or related field required