Senior Analyst FP&A

The McPherson Companies; Trussville (AL); On-site; USD 80,000 - 110,000; Full time

Job summary

The McPherson Companies in Trussville, Alabama is seeking a Senior Analyst to leverage financial expertise in developing analyses and models that provide actionable insights. You’ll lead forecasting, budgeting, and perform strategic decision support functions while engaging cross-functionally with operations and executive leadership.

This position requires a Bachelor's degree in finance or a related field, and 5-7 years of corporate finance experience, including M&A support. The role is critical in enhancing financial procedures and requires proficiency in FP&A tools.

Qualifications

• 5 to 7 years of experience in corporate finance or related roles.
• Proven experience supporting M&A activities and integration.
• Ability to make independent, fact-based decisions.

Responsibilities

• Lead forecasting and budgeting processes.
• Generate periodic financial reports for executive review.
• Conduct in-depth analysis of financial outcomes.

Skills

Advanced modeling skills

Strong understanding of financial statements

Communication skills

Analytical thinking

Problem-solving skills

Organizational skills

Experience with FP&A tools

Education

Bachelor's degree in finance, accounting, or economics

MBA

Tools

Microsoft Office Suite

Power BI

Tableau

JD Edwards

Job description

The Senior Analyst position will leverage financial knowledge and business acumen to develop financial analyses and models, draw conclusions and make recommendations that provide actionable insights on results and drive improvements. This role will play a key part in financial planning, strategic analysis, forecasting, and executive decision support. The position will partner cross-functionally with operations, commercial leadership, accounting, and executive management to support strategic initiatives, operational performance improvement, and M&A activity.

Primary Responsibilities and Duties

• Lead periodic forecasting, annual budgeting, and long-range planning processes.
• Generate periodic reports (monthly, quarterly, and annually) for executive review, emphasizing significant trends and fiscal indicators, and assembling presentations.
• Perform scenario analysis and sensitivity modeling to support strategic decision-making.
• Analyze business performance trends, KPIs, margin drivers, and cash flow impacts.
• Partner with operational leaders to identify risks, opportunities, and performance improvement initiatives.
• Support M&A activities including financial due diligence, synergy analysis, valuation support, and post-acquisition integration planning.
• Assist with integration of acquired businesses into financial reporting, forecasting, and planning processes.
• Leverage modern FP&A and BI tools to automate reporting and improve analytical capabilities.
• Improve financial processes, data integrity, and reporting scalability across the organization.
• Provide timely, relevant and accurate reporting and analysis of the results of the division’s performance against historical, budgeted and strategic planning results.
• Conduct in-depth analysis of financial outcomes, explore variances, and furnish comprehensive variance reports.
• Independently align analyses with your business partners, challenging business partner assumptions when necessary.
• Provide analysis, recommendations, and action plans to business leaders to support operational and growth decisions.
• Develop executive level communications materials, reporting packages, and presentations.
• Support ad hoc strategic projects and board-level analysis.
• Assists with other projects as assigned by management.

Position Requirements

• Bachelor's degree in finance, accounting, economics, or related field. MBA a plus.
• 5 to 7 years of experience in a corporate business environment in FP&A, finance, investment banking, transaction advisory, or a related analytical role.
• Proven advanced modeling skills including 3-statement modeling and scenario planning.
• Strong understanding of financial statements, cash flow analysis, and operational finance.
• Experience supporting M&A due diligence and integration activities preferred.
• Experience with modern FP&A and analytics tools such as: Planful, Adaptive Planning, Anaplan, Power BI, Tableau, Oracle EPM, Vena Solutions, SAP Analytics Cloud.
• Advanced computer skills with proficiency with Microsoft Office Outlook, Word, Excel and PowerPoint.
• Previous sophisticated ERP system experience and JD Edwards preferred.
• Experience working in distribution or manufacturing industry in the private sector preferred.
• Ability to make independent fact-based decisions in a quick and responsive manner with little to no supervision.
• Must be highly organized, detail-oriented, and have successfully demonstrated the ability to manage multiple priorities.
• Demonstrate a professional and positive attitude during all internal and external customer interactions.
• Strong organizational skills, multi-tasking, problem solving, and time management skills with attention to detail.
• Ability to create and maintain a positive work environment and culture while meeting customer expectations.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers, and vendors.
• Ability to establish priorities, work independently, and achieve department objectives.
• Ability to make recommendations and interact with all levels of management, customers, and vendors.
• Self-starter and independent thinker with the ability to take initiative and make sound decisions.
• Proven experience identifying problems of varying complexities and finding effective solutions with few guidelines.
• Responsive to the needs of internal and external customers with a sense of urgency and commitment to follow up.
• Solid customer experience skills and ability to build value added relationships.
• Excellent interpersonal, written and verbal communication, and listening skills.

Working Conditions

The work of this position is performed in an environmentally controlled office environment. This position requires the ability to work under pressure and with a diverse population including other employees, customers, vendors, etc. This position also requires prolonged periods of sitting in a regular seated position as well as the use of general office equipment including phones, printers, computers, (mouse, keyboard, etc.).

The McPherson Companies, Inc. is an Equal Opportunity Employer – M/F/Vets/Disabled.