Senior Financial Planning & Analysis (FP&A) Analyst

Cleaver-Brooks; Hayward (CA); On-site; USD 140,000 - 150,000; Full time

Job summary

R.F. MacDonald Co. in Hayward, CA is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.

You will partner with leadership to drive budgeting, forecasting, and performance insights. This on-site, full-time role requires 4+ years in FP&A, strong Excel skills, and GAAP knowledge. You will build models, analyze variances, and support strategic decisions to improve financial outcomes.

Qualifications

• Bachelor's degree in Finance, Accounting, or Business or related field.
• 4+ years of experience in financial planning and analysis, accounting, or related finance function.
• Strong financial modeling, forecasting, budgeting, and analytical capabilities.
• Advanced proficiency in Microsoft Excel and experience with financial reporting systems.
• Solid understanding of GAAP, financial statements, and accounting principles.
• Ability to analyze complex financial information and communicate findings to leaders.
• Strong organizational, problem-solving, and communication skills.
• Ability to manage multiple priorities, work independently, and collaborate across teams.

Responsibilities

• Drive annual budgeting, forecasting, and long-range financial planning initiatives.
• Analyze financial results, trends, and variances to identify opportunities, risks, and areas for improvement.
• Build and maintain financial models to support planning, performance, and initiatives.
• Partner with leaders across departments to understand drivers and support informed decisions.
• Prepare monthly financial reports, variance analyses, and management presentations.
• Evaluate growth opportunities and financial implications of potential investments or acquisitions.
• Improve processes to streamline reporting and forecasting accuracy.
• Support ad hoc analyses and leadership requests.

Skills

Financial modeling

Forecasting

Budgeting

Analytical skills

Education

Bachelor's degree

Tools

Microsoft Excel

NetSuite

Adaptive Planning

Job description

Senior Financial Planning & Analysis (FP&A) Analyst

Job Category : Accounting & Finance

Requisition Number : SENIO005359

• Posted : October 29, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Hayward, CA 94545, USA

Description

Senior Financial Planning & Analysis (FP&A) Analyst

R.F. MacDonald Co. | A Cleaver-Brooks Company

Location: Hayward, CA
Work Arrangement: Onsite
Employment Type: Full-Time | Exempt
Salary Range: $140,000 - $150,000 annually

About R.F. MacDonald Co.

Founded in 1956, R.F. MacDonald Co. (RFM) has built a strong reputation as a trusted provider of boiler and pump solutions for commercial and industrial customers throughout California and Nevada. With nearly 300 employees, RFM specializes in equipment sales, engineering, installation support, maintenance, and field service, delivering innovative solutions and exceptional customer support.

Now proudly a Cleaver-Brooks company , R.F. MacDonald is entering an exciting new chapter of growth. Our partnership combines RFM's longstanding customer relationships, technical expertise, and service capabilities with the resources and industry leadership of Cleaver-Brooks, a global leader in integrated boiler and thermal energy solutions.

Together, we're building on nearly 70 years of experience while creating new opportunities for innovation, collaboration, and continued growth.

About the Opportunity

R.F. MacDonald Co. is seeking a Senior Financial Planning & Analysis (FP&A) Analyst to join our Finance team.

This is an opportunity for an analytical, business-minded finance professional who enjoys working beyond the numbers to help drive business performance and strategic decisions.

In this role, you'll partner with leadership and cross-functional teams to support financial planning, forecasting, budgeting, and performance analysis. You'll play an important role in translating financial data into meaningful insights, identifying opportunities for improvement, and helping shape the company's financial strategies.

We're looking for someone who is detail-oriented, proactive, and comfortable working in a collaborative, fast-paced environment.

What You'll Do

Drive financial planning: Support annual budgeting, forecasting, and long-range financial planning initiatives.

Deliver actionable insights: Analyze financial results, trends, and variances to identify business opportunities, risks, and areas for improvement.

Build financial models: Develop and maintain financial models that support business planning, operational performance, and strategic initiatives.

Partner with business leaders: Collaborate across departments to understand business drivers, evaluate performance, and support informed decision-making.

Support financial reporting: Prepare monthly financial reports, variance analyses, and management presentations.

Evaluate growth opportunities: Provide financial analysis to support potential investments, acquisitions, and other strategic business decisions.

Improve processes: Identify opportunities to streamline financial reporting, strengthen forecasting accuracy, and improve overall efficiency.

Support special projects: Conduct ad hoc financial analyses and provide recommendations to leadership as business needs evolve.

What We're Looking For

Bachelor's degree in Finance, Accounting, Business, or a related field.

4+ years of experience in financial planning and analysis, accounting, or a related finance function.

Strong financial modeling, forecasting, budgeting, and analytical capabilities.

Advanced proficiency in Microsoft Excel and experience working with financial reporting systems.

Solid understanding of GAAP, financial statements, and accounting principles.

Ability to analyze complex financial information and communicate findings clearly to business leaders.

Strong organizational, problem-solving, and communication skills.

Ability to manage multiple priorities, work independently, and collaborate effectively across teams.

Preferred Qualifications

5-8 years of progressive experience in Finance, Accounting, or a related discipline.

Experience with NetSuite and/or Adaptive Planning.

Experience in the construction, industrial services, or related industries.

Experience supporting financial analysis across multiple business units or operational functions.

Why Join R.F. MacDonald Co.?

At R.F. MacDonald, you'll join an established organization with a history of technical expertise, strong customer relationships, and a commitment to its employees. As part of Cleaver-Brooks, we're building on that foundation with expanded resources, capabilities, and opportunities for continued growth. This position offers the opportunity to collaborate with business leaders, contribute to meaningful financial decisions, and play an important role in supporting the company's future success.

Ready to make an impact? If you're a finance professional who enjoys solving problems, turning data into actionable insights, and partnering with others to drive results, we'd like to hear from you.

Apply today and explore your future with R.F. MacDonald Co., a Cleaver-Brooks company.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.