Junior Finance Analyst: Budgeting, Modeling & Insights

TP Mechanical; Cincinnati (OH); On-site; USD 65,000 - 85,000; Full time

Job summary

TP Mechanical is seeking an experienced FP&A professional to support budgeting, forecasting, and financial modeling initiatives across the business. You will partner with sales, marketing, and operations to analyze performance, identify risks, and drive data-driven recommendations for growth and cost optimization.

Strong analytical skills and communication abilities are essential for success in this role. The position requires 2+ years in FP&A, proficiency with Excel and BI tools, and a solid

Qualifications

• Bachelor's degree in Finance, Accounting, or related field.
• 2+ years of experience in financial planning and analysis roles.
• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial modeling and spreadsheet software (Excel, etc.).
• Excellent communication and presentation skills to convey financial insights to non-finance stakeholders.

Responsibilities

• Budgeting and Forecasting: Support the annual budgeting process, including developing detailed revenue and expense forecasts, and regularly update forecasts based on current market conditions and business performance.
• Financial Modeling: Build and maintain financial models to analyze various business scenarios, including new product launches, market expansions, and cost-saving initiatives.
• Performance Analysis: Monitor KPIs, identifying deviations from budget, and provide insights into drivers of performance.
• Strategic Insights: Analyze financial data to identify trends, risks, and opportunities for growth, providing strategic recommendations to senior leadership.
• Business Partnering: Collaborate with different departments (sales, marketing, operations) to understand their business drivers and provide financial support for decision making.
• Reporting and Communication: Prepare comprehensive financial reports to effectively communicate key financial metrics to stakeholders.
• Process Improvement: Identify areas for improvement in financial planning and analysis processes, including automation and data integration.

Skills

Analytical skills

Financial modeling

Excel

Communication skills

Business acumen

Data visualization

BI tools

Education

Bachelor's degree in Finance/Accounting

Tools

Excel

BI platforms

Job description

TP Mechanical is seeking an experienced FP&A professional to support budgeting, forecasting, and financial modeling initiatives across the business. You will partner with sales, marketing, and operations to analyze performance, identify risks, and drive data-driven recommendations for growth and cost optimization.

Strong analytical skills and communication abilities are essential for success in this role. The position requires 2+ years in FP&A, proficiency with Excel and BI tools, and a solid