FP&A Analyst: Data-Driven Planning & Reporting

Columbus McKinnon EMEA; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Columbus McKinnon is seeking an FP&A Analyst in Charlotte, NC to support financial planning, reporting, budgeting, forecasting, and analysis across the organization. This role emphasizes data analysis and automation to drive insights for senior leadership and cross-functional teams.

You will help prepare management reports, monitor business metrics, and participate in month-end close, with exposure to executive materials and Board reporting.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Statistics or related field.
• 0-2+ years of experience in FP&A or related roles.
• Experience with budgeting, forecasting, variance analysis, and financial reporting.
• Exposure to BI tools (Power BI) or AI tools (Copilot) is a plus.

Responsibilities

• Prepare and distribute weekly, monthly, and quarterly financial reports and dashboards.
• Identify opportunities to automate reporting processes and improve data integrity.
• Develop annual budget, monthly forecasts, and strategic plan.
• Analyze revenue, cost of sales, expenses, working capital, and capex trends.
• Monitor KPIs, highlight trends, and explain variances to leadership.
• Support month-end/quarter-end close and executive presentations.

Skills

Excel

Financial modeling

Power Query

Pivot tables

US GAAP

Data analysis

Communication skills

Education

Bachelor's degree

Tools

Power BI

Copilot tools

Job description

Columbus McKinnon is seeking an FP&A Analyst in Charlotte, NC to support financial planning, reporting, budgeting, forecasting, and analysis across the organization. This role emphasizes data analysis and automation to drive insights for senior leadership and cross-functional teams.

You will help prepare management reports, monitor business metrics, and participate in month-end close, with exposure to executive materials and Board reporting.