Senior Financial Analyst

CFS; West Palm Beach (FL); On-site; USD 100,000 - 115,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

3 weeks PTO

Job summary

CFS in West Palm Beach, FL is seeking an FP&A professional to support budgeting, forecasting, and long-range planning. You will build financial models and provide decision-support to leadership, with frequent collaboration across Sales, Operations, Supply Chain, and IT.

The role requires 3–5 years in FP&A or corporate finance, experience with Power BI, SQL, and planning tools, and strong communication skills to translate financial insight for non-finance stakeholders.

Qualifications

• 3–5 years of experience in FP&A or corporate finance.
• Experience with financial planning and reporting tools such as Power BI, SQL, Vena, Anaplan, Datarails, Planful, or similar platforms.
• Strong financial modeling, forecasting, budgeting, and analytical skills.
• Ability to communicate financial insights effectively to both finance and non‑finance stakeholders.
• Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.

Responsibilities

• Support the annual budgeting process, monthly forecasting cycles, reforecasting activities, and long‑range financial planning.
• Analyze revenue, gross margin, operating expenses, working capital, and cash flow trends to identify business drivers and opportunities.
• Develop sophisticated financial models, scenario analyses, and decision‑support tools to assist leadership with strategic decision‑making.
• Partner with IT and Business Intelligence teams to enhance reporting capabilities, improve data integrity, and develop actionable dashboards.
• Prepare executive‑level reporting packages, KPI analysis, and business performance summaries.
• Identify operational risks, growth opportunities, and process improvement initiatives through detailed financial analysis.
• Provide insights and recommendations that support profitability, efficiency, and overall business performance.

Skills

Financial modeling

Forecasting

Budgeting

Analytical skills

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Power BI

SQL

Vena

Anaplan

Datarails

Planful

Job description

Salary: $100,000 - $115,000

Location: West Palm Beach, FL

**ONLY CANDIDATES CURRENTLY IN SOUTH FLORIDA WILL BE CONSIDERED**

Why This Opportunity Stands Out

• Join a well-established, rapidly growing distribution company that has successfully completed several acquisitions and continues to expand its market presence.
• Partner directly with executive leadership and play a meaningful role in driving strategic business decisions.
• Help shape and elevate a growing FP&A function, gaining high visibility across the organization.
• Collaborate cross-functionally with Sales, Operations, Supply Chain, Human Resources, Purchasing, Finance, and IT.
• Support high-impact initiatives including pricing strategy, inventory optimization, M&A integration, and capital investment analysis.
• Strengthen your expertise in financial modeling, forecasting, business analytics, and strategic planning within a data-driven environment.
• Lead and support reporting automation, dashboard development, and continuous process improvement projects.
• Enjoy a comprehensive benefits package including medical, dental, vision, 401(k), and three weeks of PTO.
• Gain exposure to multiple business units and locations while making a measurable impact on organizational performance and growth.
  
  

Key Responsibilities

• Support the annual budgeting process, monthly forecasting cycles, reforecasting activities, and long-range financial planning.
• Analyze revenue, gross margin, operating expenses, working capital, and cash flow trends to identify business drivers and opportunities.
• Develop sophisticated financial models, scenario analyses, and decision-support tools to assist leadership with strategic decision-making.
• Partner with IT and Business Intelligence teams to enhance reporting capabilities, improve data integrity, and develop actionable dashboards.
• Prepare executive-level reporting packages, KPI analysis, and business performance summaries.
• Identify operational risks, growth opportunities, and process improvement initiatives through detailed financial analysis.
• Provide insights and recommendations that support profitability, efficiency, and overall business performance.
  
  

Qualifications

• 3-5 years of experience in Financial Planning & Analysis (FP&A) or corporate finance.
• Experience with financial planning and reporting tools such as Power BI, SQL, Vena, Anaplan, Datarails, Planful, or similar platforms.
• Strong financial modeling, forecasting, budgeting, and analytical skills.
• Ability to communicate financial insights effectively to both finance and non-finance stakeholders.
• Bachelor's degree in Finance, Accounting, Economics, or a related field preferred.
  
  

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