Senior Financial Planning & Analysis (FP&A) Specialist

The Fischer Group; Erlanger (KY); On-site; USD 75,000 - 115,000; Full time

Job summary

Fischer Homes in Kentucky is seeking a Senior Financial Specialist to join the Financial Planning & Analysis team. You will perform complex financial and variance analyses on results versus budget and projections, and benchmark performance against peers.

You will also support budgeting, forecasting, and strategic decision-making with robust financial models. As a member of the FP&A team, you will collaborate with division leadership, provide actionable insights, and help optimize financial

Qualifications

• Bachelor's Degree in Finance or related field
• Master’s degree preferred
• 3-5 years of professional experience in finance or accounting
• Highly skilled in Excel with advanced modeling abilities

Responsibilities

• Analyze monthly financial results, including income statements, balance sheets, cash flows, and key measures.
• Identify variances and recommend actions for divisions.
• Support budgeting and quarterly projections with division leadership.
• Evaluate financial statements to understand economic performance and trends.
• Develop and refine financial models and projections for strategic decisions.
• Collaborate with finance to reconcile data and resolve discrepancies.
• Provide insights into profit centers and lead quarterly projections for divisions.
• Identify opportunities to optimize financial systems and processes.
• Lead projects with strategic direction from management.

Skills

Excel

Education

Bachelor's Degree in Finance or similar

Master’s degree

Job description

Job Summary

As a Senior Financial Specialist within our Financial Planning & Analysis team, perform complex financial and variance analysis on business results including results versus budget and projection. This role will perform competitive analysis of results versus peer companies, benchmark internal division results, and monitor department-level results versus budget. The most rewarding part of this role is providing detailed data that allows the executive team to facilitate efficient data-led decision-making.

You will thrive in this role if you:

• Examine data and pay close attention to detail.
• Collaborate effectively across teams to influence decision-making.
• Effectively identify and address financial issues through problem solving and data driven decisions.
• Maintain high ethical standards, confidentiality, and sound judgement.

These skills will be used to:

• Analyze monthly financial results, including Income Statements, Balance Sheets, Cash Flows, and Operational Key Measures, identifying key variances and recommending actions for assigned divisions.
• Support Manager in developing annual budgets and quarterly projections, collaborating with division leadership to refine forecasts.
• Evaluate financial statements to identify strengths and weaknesses in economic performance.
• Develop and refine financial models and projections to inform strategic decision-making.
• Collaborate with the finance team to reconcile data and resolve discrepancies.
• Partner with division leadership to provide insights into profit centers, leading quarterly projections and the annual budgeting process for 1+ division(s).
• Identify opportunities to optimize financial systems, improve productivity, and ensure compliance.
• Introduce innovative methods to capture and analyze company, market, and economic data, driving actionable business insights.
• Lead and execute projects with strategic direction from management.

Preferred Qualifications:

• Bachelor's Degree with a concentration in Finance, or similar.
• Master’s degree preferred.
• 3-5 Years of professional experience in finance or accounting.
• Highly Skilled in Excel.

Physical demands and work environment:

• Must be able to use sensory skills (i.e. verbal communication) to effectively communicate and interact with other Associates and customers.
• Must be able to perform repetitive motions and use fine motor skills (i.e. typing, writing) to operate office supplies (i.e. computer, calculator, copier).
• Must be able to lift and carry approximately 20-25lbs unassisted.
• Must be able to sit for long periods of time with low periods of reaching and standing.

The Value of a Career with Fischer Homes

Fischer Homes is one of the largest and most reputable home builders in the Midwestern and southeastern states. Founded in 1980, the company has grown to build over 42,000 homes and employs over 700 Associates. Fischer Homes' solid reputation has been built largely by the talent of our Associates as we have been recognized as the 32nd largest builder in the United States.

We value diversity within the Fischer Homes organization and see each Associate as a team member and valuable asset. We select highly competent individuals to join our team, provide them with the resources, training, and development possible to make significant contributions and drive their success while determining their career paths. The rewards for their efforts are:

• Professional Development Training programs
• Tuition Reimbursement
• Competitive Compensation
• 401(k) with Company matching contributions and profit-sharing
• Employee Life Insurance
• Personal time off
• Inclusive Leave

Fischer Homes holds the highest ethical standards of business. We are honest and straightforward and will stand by our word. Our actions demonstrate respect, courtesy, and above all, fairness.