FP&A Senior Analyst

PLM Fleet LLC; Newark (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

A leading company in supply chain solutions is seeking an FP&A Senior Analyst to provide data-driven insights into profitability and financial health. The role involves financial reporting, budgeting, and strategic decision support, requiring strong analytical and technical skills.

Qualifications

• Minimum 5 years of experience in analysis, reporting, and financial modeling.
• Expertise in Excel and high proficiency in Word, PowerPoint.

Responsibilities

• Consolidate, prepare, and analyze financial data.
• Lead the annual planning and budgeting processes.
• Develop driver-based financial models and conduct benchmarking.

Skills

Analytical

Strategic Thinking

Communication

Education

Bachelor's degree in Finance

MBA

Tools

Excel

MS Office

Job description

Join to apply for the FP&A Senior Analyst role at PLM Fleet

PLM Fleet (PLM) is a national leader in supply chain solutions for refrigerated transportation assets, offering structured financial solutions and technologies for optimized fleet management. The cold supply chain is rapidly evolving with innovative technologies such as sensors, Telematics, IoT, and cloud-based platforms, creating new opportunities for growth and innovation. With 30 locations across the US and headquarters in Newark, New Jersey’s Gateway Center, we seek creative, flexible, and proactive individuals who can generate customer value through process simplification and impactful digital interactions, enhancing customer experience.

As part of the finance and accounting team, the Financial Analyst will provide accurate, data-driven insights into the company’s profitability, solvency, stability, and liquidity to senior management and stakeholders. The role requires strong technical skills, including extracting and uploading data from the ERP system into Excel using SQL and other database tools to prepare reports and analyses that inform strategic decisions.

Responsibilities

1. Consolidate, prepare, and analyze financial data (budgets, income statements, forecasts, etc.), aligning with company goals and financial health.
2. Lead the annual planning and budgeting processes organization-wide.
3. Maintain and manage the company’s driver-based budget model.
4. Prepare and maintain P&L statements for branches and product lines.
5. Propose creative solutions to reduce costs and enhance financial performance.
6. Assemble and summarize data to create sophisticated financial reports on status and risks.
7. Drive process efficiency through automation and simplification tools.
8. Develop driver-based financial models, conduct benchmarking, and perform variance analysis.
9. Conduct business studies and develop forecast models based on past and projected performance.
10. Identify trends, advise, and recommend strategic actions to management.
11. Track financial results against forecasts and analyze deviations.
12. Reconcile transactions to ensure data accuracy.
13. Stay informed on new developments affecting financial reporting and analysis.
14. Consult with management to guide strategic decision-making.
15. Lead initiatives to improve processes, policies, and automation.
16. Assess and upgrade existing tools, models, and reports as needed.
17. Handle ad hoc projects as assigned.

Requirements

1. Bachelor's degree in Finance, Accounting, Business, Economics, Mathematics, or related field; MBA a plus.
2. Minimum 5 years of experience in analysis, reporting, and financial modeling, with proven forecasting skills.
3. Expertise in Excel and high proficiency in Word, PowerPoint, and MS Office; assessment to verify skills.
4. Strong technical aptitude and quick learning ability for software tools.
5. Excellent analytical, strategic, and critical thinking skills.
6. Effective communication and presentation skills, capable of engaging senior management.
7. Experience in the fleet management industry is advantageous.