FP&A Analyst (Financial Planning & Analysis)

Panelmatic; Houston, Northern (TX, KY); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision

HSAs and life insurance

401k with employer match 100% up to 4%

Educational reimbursement

PTO and holidays

Career advancement opportunities

Competitive wages

Family-friendly environment

Job summary

Panelmatic is seeking a Financial Planning & Analysis (FP&A) Analyst to shape the company’s financial future. You will partner with finance and operations to budget, forecast, report, and analyze performance, building models and actionable insights for leadership.

The role requires strong Excel skills, experience in FP&A or related finance fields, and the ability to communicate results clearly to both finance and non-finance stakeholders. Hybrid opportunity with growth potential.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 2+ years FP&A or 5+ years in financial analysis, corporate finance, cost accounting, or related role.
• Strong Excel skills with pivot tables, lookups, nested formulas, and financial modeling.
• Knowledge of budgeting, forecasting, and variance analysis.
• Strong analytical, problem-solving, and organizational skills.
• Effective written and verbal communication; able to present to finance and non-finance audiences.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support the annual budget, quarterly forecast, and long-range planning processes across assigned business areas.
• Prepare monthly management reporting packages with actual vs. budget and forecast variance analysis.
• Develop and maintain financial models supporting revenue, margin, labor, overhead, and SG&A analysis.
• Partner with operations, accounting, and business leaders to understand performance drivers, risks, and opportunities.
• Analyze plant, project, and departmental financial results to identify trends and cost improvement opportunities.
• Assist with month-end and quarter-end reporting by reconciling results and preparing leadership commentary.
• Build dashboards and reporting tools improving visibility into key performance metrics.
• Perform ad hoc analysis, scenario modeling, and business case support for pricing and capex decisions.

Skills

Excel

Analytical

Communication

Time management

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

ERP systems

Job description

About Us:

Panelmatic was founded in 1957 in Youngstown, OH to serve manufacturing industries with the design and building of custom electrical, instrument, and pneumatic control panels. Our business has sufficiently grown over the years to support expansion for our clients. We have produced control packages for many of America's top corporations in the data center, utility, chemical, environmental, food, pulp and paper, rubber, petroleum, pharmaceutical, glass, and metals. We also deliver equipment for use worldwide. Our rigorous methodology ensures compliance with domestic and international standards. We can meet the needs of our diverse clientele from start to finish through sales, design, fabrication, testing, and delivery.

Since 1957, we have been known for our high-quality, custom-built control packages, our comprehensive service, and our technological and manufacturing expertise. This expertise assures you of our ability to handle the largest and most complex packages quickly and efficiently.

Job Summary:

We are currently seeking a Financial Planning & Analysis (FP&A) to play a pivotal role in shaping the future of Panelmatic. The FP&A Analyst will support Panelmatic’s financial planning and analysis activities by partnering with finance and operational leaders on budgeting, forecasting, reporting, and performance analysis. This role is responsible for developing financial models, analyzing results, identifying trends and risks, and delivering actionable insights that support sound business decisions. The ideal candidate brings strong analytical capability, attention to detail, and the ability to communicate financial results clearly to both finance and non-finance stakeholders.

Job Duties:

• Support the annual budget, quarterly forecast, and long-range planning processes across assigned business areas.
• Prepare monthly management reporting packages, including actual versus budget and forecast variance analysis.
• Develop, maintain, and enhance financial models to support revenue, margin, labor, overhead, and SG&A analysis.
• Partner with operations, accounting, and business leaders to understand performance drivers, risks, and opportunities.
• Analyze plant, project, and departmental financial results to identify trends, cost improvement opportunities, and areas requiring management attention.
• Assist with month-end and quarter-end reporting by reconciling results, explaining variances, and preparing commentary for leadership.
• Build dashboards and reporting tools that improve visibility into key financial and operational performance metrics.
• Perform ad hoc analysis, scenario modeling, and business case support for pricing, capital spending, staffing, and process improvement initiatives.
• Support continuous improvement of FP&A processes, reporting accuracy, data integrity, and planning tools.
• Maintain confidentiality of financial information and ensure work is completed accurately and on time.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 2+ years of experience in FP&A or 5+ years in financial analysis, corporate finance, cost accounting, or a related finance role.
• Strong proficiency in Microsoft Excel, including pivot tables, lookups, nested formulas, and financial modeling.
• Working knowledge of financial statements, budgeting, forecasting, and variance analysis.
• Strong analytical, problem-solving, and organizational skills with close attention to detail.
• Effective written and verbal communication skills with the ability to present information clearly.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications:

• Experience in a manufacturing, engineered-to-order, project-based, or industrial environment.
• Experience with ERP & EPM systems, and financial reporting tools.
• Knowledge of cost accounting, inventory analysis, labor efficiency, and standard costing concepts.
• Experience building dashboards or reports in Power BI, Tableau, or similar business intelligence tools.
• MBA, CPA, or progress toward a related professional certification.

• Medical, dental, vision, HSA, term life, AD&D, STD, LTD
• 100% medical premium paid for by Panelmatic for the employee-only level medical coverage
• 80% paid for by Panelmatic and 20% paid for by the employee on all other level medical coverage (i.e. employee plus child, employee plus spouse, family)
• 401k with employer match of 100% up to 4%
• Scholarships, educational reimbursement, paid volunteerism, and paid personal and professional development provided
• PTO and paid holidays provided
• Career advancement opportunities
• Competitive wages
• Family-friendly environment with average employee tenure above five years