Senior Financial Analyst, FP&A

ASM Tech Solutions; Erie (Erie County); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

401k with matching

Health insurance

Dental insurance

Life insurance

PTO

Job summary

ASM Tech Solutions is seeking a Senior Financial Analyst, FP&A to lead financial planning and analysis in a hands-on, growth-focused environment in the Erie, PA area. You will partner with Sales, Engineering, and Operations to drive pricing, quoting, budgeting, and profitability insights that inform strategic decisions.

The role emphasizes building models for capacity, labor, production, and demand, plus dashboards and scenario analysis to support leadership with timely, actionable data.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5–7 years FP&A or related financial analysis experience.
• Strong financial modeling, budgeting, forecasting and profitability analysis.
• Advanced Excel and experience with ERP/CRM/BI data.

Responsibilities

• Budgeting & Forecasting: Support the annual budgeting process, monthly forecasting, and recurring P&L analysis, including revenue, margin, operating expense, and EBITDA performance.
• Commercial Finance Partnership: Serve as a finance business partner to Sales and Engineering by providing financial analysis, reporting, and decision support for commercial, quoting, project, and product-related activities.
• Pricing & Margin Analysis: Provide pricing decision support, including margin modeling, price-volume-mix analysis, competitive considerations, discount analysis, and evaluation of profitability trade-offs.
• Quote & Bid Support: Evaluate expected revenue, cost, margin, capacity impact, risk factors, and alignment with company profitability targets for quotes and bids.
• Profitability Analysis: Analyze job, customer, and product profitability to identify trends, margin leakage, pricing opportunities, and areas for operational improvement.
• Demand & Pipeline Analytics: Develop and maintain backlog, bookings, win-rate, pipeline, and conversion analytics to improve visibility into demand, revenue timing, and sales effectiveness.
• Capital Planning: Support capital planning and management, including business case analysis, capital project tracking, post-investment reviews, and alignment with strategic priorities.
• Capacity & Throughput Modeling: Build and maintain capacity, labor, production, and throughput models to support planning, scheduling, resource allocation, and constraint identification.
• Scenario & Sensitivity Analysis: Perform scenario and sensitivity analysis to evaluate changes in pricing, volume, mix, labor capacity, material costs, backlog timing, and other business drivers.
• Reporting & Dashboards: Prepare recurring dashboards, reporting packages, and ad hoc analyses that clearly communicate key financial and operational insights to Finance, Sales, Engineering, Operations, and leadership.

Skills

Financial modeling

Budgeting

Forecasting

Variance analysis

Scenario analysis

Profitability analysis

Excel proficiency

ERP/CRM/BI data

Cross-functional collaboration

Attention to detail

Communication

Multi-priority management

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

Tools

ERP

CRM

BI tools

Job description

Job Title: Senior Financial Analyst, FP&A

Location: In person (Erie, PA area)

Employment Type: Full-time

Compensation: $80,000 - $105,000 per year + Benefits (401k, matching, health, dental, life, PTO)

Position Summary

The Senior Financial Analyst, FP&A will drive the company's financial planning and analysis efforts, acting as a key business partner to commercial and operational teams. This role will support pricing, quoting, bid analysis, and profitability assessments while also building models to improve visibility into capacity, labor, production, and demand. The ideal candidate is someone who thrives in a hands-on, evolving environment and can bridge the gap between financial data and operational reality.

Key Responsibilities

• Budgeting & Forecasting: Support the annual budgeting process, monthly forecasting, and recurring P&L analysis, including revenue, margin, operating expense, and EBITDA performance.
• Commercial Finance Partnership: Serve as a finance business partner to Sales and Engineering by providing financial analysis, reporting, and decision support for commercial, quoting, project, and product-related activities.
• Pricing & Margin Analysis: Provide pricing decision support, including margin modeling, price-volume-mix analysis, competitive considerations, discount analysis, and evaluation of profitability trade-offs.
• Quote & Bid Support: Evaluate expected revenue, cost, margin, capacity impact, risk factors, and alignment with company profitability targets for quotes and bids.
• Profitability Analysis: Analyze job, customer, and product profitability to identify trends, margin leakage, pricing opportunities, and areas for operational improvement.
• Demand & Pipeline Analytics: Develop and maintain backlog, bookings, win-rate, pipeline, and conversion analytics to improve visibility into demand, revenue timing, and sales effectiveness.
• Capital Planning: Support capital planning and management, including business case analysis, capital project tracking, post-investment reviews, and alignment with strategic priorities.
• Capacity & Throughput Modeling: Build and maintain capacity, labor, production, and throughput models to support planning, scheduling, resource allocation, and constraint identification.
• Scenario & Sensitivity Analysis: Perform scenario and sensitivity analysis to evaluate changes in pricing, volume, mix, labor capacity, material costs, backlog timing, and other business drivers.
• Reporting & Dashboards: Prepare recurring dashboards, reporting packages, and ad hoc analyses that clearly communicate key financial and operational insights to Finance, Sales, Engineering, Operations, and leadership.

Qualifications

Required

• Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field.
• 5-7 years of experience in FP&A, financial analysis, cost analysis, commercial finance, operations finance, or a related analytical role.
• Strong financial modeling skills, including budgeting, forecasting, variance analysis, scenario analysis, and profitability analysis.
• Advanced Excel skills and comfort working with ERP, CRM, reporting, or business intelligence data.
• Ability to partner cross-functionally with Sales, Engineering, Operations, and Finance to gather data, understand business drivers, and communicate insights.
• Strong attention to detail, analytical curiosity, and ability to manage multiple priorities in a hands-on environment.

Preferred

• Experience in manufacturing, job-cost, project-based, engineer-to-order, custom equipment, or industrial services environments.
• Experience supporting pricing, quoting, bid analysis, product profitability, or commercial decision-making.
• Advanced Excel skills with the ability to build reliable models and dashboards today, while helping introduce BI, ERP reporting, CRM, or other data visualization tools over time.
• Exposure to private-equity-backed, growth-oriented, or process improvement-focused environments.

Core Competencies

• Strong analytical and financial modeling capability with the ability to identify key business drivers.
• Commercial and operational mindset with a focus on practical decision support.
• Clear communication style, including the ability to explain analysis to non-finance stakeholders.
• High attention to detail, data accuracy, and follow-through.
• Comfort working in a growing, hands-on environment with evolving processes and priorities.

Success Measures (First Year)

• Establishes reliable P&L forecasting and variance analysis that improves visibility into revenue, margin, and operating performance.
• Provides meaningful pricing, quote, bid, and profitability analysis that supports better commercial decisions.
• Builds useful backlog, bookings, win-rate, capacity, and throughput reporting that helps leadership understand demand and execution constraints.
• Improves the quality, timeliness, and consistency of financial and operational reporting used by Sales, Engineering, Operations, and Finance.
• Develops scenario and sensitivity models that help leadership evaluate growth, pricing, capacity, and investment decisions.