Senior Financial Analyst, FP&A

Brooks Equipment Company; Charlotte (NC); On-site; USD 85,000 - 120,000; Full time

Job summary

Brooks Safety Solutions in the United States seeks an FP&A professional to own budgeting, forecasting and long-range planning. You will partner with operating leaders, build driver-based models and translate financial results into actionable insights for executives.

You’ll lead investment analysis, develop business cases, and drive automation of reporting with Power BI and Dynamics 365, enabling faster, more reliable decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 4–7 years in FP&A, corporate finance, investment banking, or similar analytical role.
• Demonstrated budgeting and forecasting ownership in an operating company, including driver-based modeling.
• Fluency in discounted cash flow, IRR, NPV and investment-case construction.
• Strong communicator who can present analysis to operating leaders and executives and hold a point of view.
• Advanced Excel; disciplined model builder.

Responsibilities

• Build and own driver-based models for the annual budget and rolling forecast across business units, brands and the consolidated company.
• Lead variance analysis against budget, forecast and prior year; explain what happened and what to do about it.
• Produce the monthly business review package for leadership and investor reporting, with bridges and KPIs.
• Support three- to five-year plan and value creation initiatives: organic growth, pricing, margin, working capital and the contribution of acquired businesses.
• Own the business case framework: build and review cases for new initiatives, capital projects and operating investments using DCF, IRR, NPV and payback.

Skills

Budgeting

Forecasting

Modeling

Financial analysis

Excel

Communication

Executive presentations

Education

Bachelor's degree in Finance/Accounting/Economics

MBA or CFA preferred

Tools

Power BI

Adaptive/Planful/Vena/Anaplan

Microsoft Dynamics 365

Dynamics 365 reporting

Planful

Job description

About Brooks Safety SolutionsBrooks Safety Solutions (BSS) is the nation's premier fire, life safety and security solutions provider. Through a family of more than ten brands and 20+ locations nationwide, we offer value-added product distribution, fire and life safety integration and monitoring, workforce readiness and training, and eCommerce. The products we sell and ship protect life and property in all 50 states. With 85 years of history and a growing family of brands, we are established enough to be steady and growing fast enough to be exciting. Behind every BSS brand is one shared services team — Finance, IT, HR and Marketing — supporting the whole family, so your work touches every business we own from one seat. Learn more at our careers page.The opportunityFP&A at BSS is being rebuilt as the analytical engine of the business — owning the budget, the forecast and the long-range plan, and establishing business cases as the common language for every investment decision we make. You will be a core part of that build, with direct exposure to the CFO, the executive team and our investors.The role is a business partner first and a modeler second. You will sit with operating leaders, understand what drives their P&L and working capital, and bring that back into forecasts and investment analysis that leadership can act on. Strong performers here grow into FP&A leadership.What you'll doBudgeting and forecasting• Build and own driver-based models for the annual budget and rolling forecast across business units, brands and the consolidated company.• Lead variance analysis against budget, forecast and prior year; explain what happened and what to do about it, not just what the number is.• Produce the monthly business review package for leadership and investor reporting, with the bridges and KPIs that show how the business is actually performing.Long-term planning and strategy• Support the three- to five-year plan and value creation initiatives: organic growth, pricing, margin, working capital and the contribution of acquired businesses once they are in the numbers.• Model scenarios for leadership and investor discussions and help translate strategy into targets and scorecards.Business case and investment analysis• Own the business case framework: build and review cases for new initiatives, capital projects and operating investments using discounted cash flow, IRR, NPV and payback.• Run post-investment reviews so the organization learns what worked and what did not.• Set the standard for how a business case is built here, and hold it.Business partnering• Partner with operating leaders across the business: performance reviews, scorecard support, controllable versus allocated results, and working-capital discipline.• Translate financial results into operating language and operating questions into financial analysis.Process, systems and automation• Reduce spreadsheet sprawl: standardize models, build reusable templates, and move reporting into Power BI and the Dynamics 365 data environment as it matures.• Partner with the Finance Systems team on planning-tool evaluation and the reporting layer of the new ERP.• Look continuously for faster, more automated ways to produce the same or better insight.First-year priorities1. Deliver the 2027 budget and establish the forecast cadence on a reliable calendar.2. Stand up the business case framework and templates, with Finance ownership of the analysis on every major 2027 initiative.3. Build the driver-based model and bridges that underpin the monthly business review.4. Become the person operating leaders call when they need a number explained or a decision modeled.5. Automate the recurring monthly reporting pack.What you bringRequired• Bachelor's degree in Finance, Accounting, Economics or related field.• 4–7 years in FP&A, corporate finance, investment banking, transaction advisory or a similar analytical role.• Demonstrated budgeting and forecasting ownership in an operating company, including driver-based modeling.• Fluency in discounted cash flow, IRR, NPV and investment-case construction.• Strong communicator who can present analysis to operating leaders and executives and hold a point of view.• Advanced Excel; disciplined model builder.Preferred• MBA, CFA or equivalent.• Experience supporting long-range planning, strategy or a value creation plan.• Private-equity-backed company experience; support of a transaction process a plus.• Distribution, multi-site or multi-brand business experience.• Power BI, a planning tool (Adaptive, Planful, Vena, Anaplan or similar) and Microsoft Dynamics 365 reporting.Who thrives hereWe hire people who are customer-obsessed, act as one team across every brand, are growth-minded, entrepreneurial and urgent — the values every BSS employee shares. On the Finance team specifically, we look for builders: driven, intellectually curious people who are competitive, work hard and are motivated by challenge, growth and winning. They take ownership, roll up their sleeves, contest the status quo and keep looking for a better way to operate. They are confident team players who communicate clearly, develop the people around them and thrive in a fast-paced, high-accountability environment. If you are energized by improving an organization rather than maintaining one — and your ambitions run well past this role — you will fit here.How success is measuredForecast accuracy and a budget process that runs on time; business cases that are consistent, rigorous and trusted by leadership and investors; operating leaders who seek out their finance partner; and a reporting process that gets faster and more automated every quarter.