Senior FP&A Analyst
Fagron
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Benefits offered by this job
Job summary
Fagron in Austin, TX seeks a Senior FP&A Analyst to support budgeting, forecasting, management reporting, financial modeling, and business performance across a multi-entity North America organization. The role translates financial data into clear insights and executive-ready recommendations.
The candidate will drive AI-enabled automation, partner with business leaders, and manage month-end close processes. Strong Excel, modeling, and storytelling with data are essential, as is the ability to
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or related field.
- 5-7 years of progressive FP&A, corporate finance, or related experience.
- Experience supporting budgets, forecasts, management reporting, variance analysis, and financial modeling.
- Advanced Excel and financial modeling skills; may be asked to complete a modeling exercise.
- Experience with multiple data sources and formats for reliable analysis.
- Strong analytical judgment, detail orientation, ownership, and results focus.
- Excellent written, verbal, and presentation skills for senior audiences.
- Ability to manage recurring deadlines and multiple priorities.
Responsibilities
- Coordinate and support annual budgets, long-range plans, rolling forecasts, and latest-estimate cycles for NA units.
- Analyze performance, monitor variances, identify trends and risks, and recommend actions.
- Develop projections, driver-based models, and scenario analyses for earnings and cash flow.
- Link operating metrics to revenue, margins, OPEX, working capital, and cash outcomes.
- Partner with leaders to review results, challenge assumptions, and improve forecast quality.
- Support month-end and quarter-end close activities with commentary and reporting.
- Consolidate information from multiple units into cohesive regional insights.
- Prepare executive-ready reporting packages and variance commentary.
- Present trends, drivers, risks, opportunities, and actions to stakeholders.
- Conduct ad hoc analyses on pricing, cost structures, capex, productivity, and investments.
- Build cross-functional relationships and translate findings into business actions.
- Identify and design AI-enabled automation for FP&A tasks; maintain controls and governance.
Skills
Education
Tools
Job description
Reporting to the Senior Manager of FP&A, North America, this highly visible role supports budgeting, forecasting, management reporting, financial modeling, and business performance analysis across a complex, multi-entity organization. The Senior FP&A Analyst translates financial and operational data into clear insights, recommendations, and executive-ready communications.
The role is intentionally designed for the next generation of FP&A. In addition to strong core finance capabilities, the analyst will identify, build, and sustain AI-enabled and automated solutions that reduce manual effort, improve cycle time, strengthen controls, and make planning and reporting more scalable. The successful candidate will combine financial judgment, business partnership, technical curiosity, and disciplined implementation.
- Coordinate and support annual budgets, long-range plans, rolling forecasts, and latest-estimate cycles for North America business units and entities.
- Analyze current and historical financial performance, monitor variances, identify trends and risks, and recommend actions to management.
- Develop financial projections, driver-based models, and scenario and sensitivity analyses to evaluate impacts on earnings, cash flow, investment returns, and growth.
- Understand key business-unit operating metrics and value drivers; connect operational performance to revenue, margin, operating expense, working capital, and cash outcomes.
- Partner with business leaders to review results, challenge assumptions, improve forecast quality, and support data-driven decisions.
- Support month-end and quarter-end close activities for service and holding-company entities, including analysis, commentary, and management reporting.
- Consolidate information from multiple business units, systems, and data formats into cohesive regional insights.
- Prepare accurate, concise, and executive-ready reporting packages, presentations, variance commentary, and decision-support materials.
- Present and discuss business trends, performance drivers, risks, opportunities, and recommended actions with finance and business stakeholders.
- Complete ad hoc analyses for evolving business needs, including pricing, requests for proposal, cost structures, capital expenditures, productivity, and investment opportunities.
- Build trusted cross-functional relationships and translate complex financial findings into practical business actions.
- Identify recurring, rules-based, or data-intensive FP&A activities that can be simplified, standardized, automated, or enhanced with AI.
- Design, test, document, and maintain AI-enabled and automated workflows for reporting, forecasting, variance analysis, commentary development, data validation, and presentation preparation.
- Use Microsoft 365 Copilot and related tools responsibly to accelerate analysis and communication while maintaining human review, confidentiality, accuracy, and financial controls.
- Partner with Finance, IT, data owners, and business teams to improve data quality, system integration, master-data consistency, and reporting governance.
- Create clear process documentation, control points, user guidance, and reusable standards so automations are durable, auditable, and transferable.
- Monitor solution performance and adoption, resolve issues, and continuously improve workflows based on user feedback and business needs
- Act as an AI and automation champion within FP&A by sharing practical use cases, promoting responsible adoption, and helping colleagues build digital fluency
- Bachelor's degree in Finance, Accounting, Economics, Business, Data Analytics, or a related field.
- 5-7 years of progressive experience in FP&A, corporate finance, financial analysis, or a similar role.
- Demonstrated experience supporting budgets, forecasts, management reporting, variance analysis, and financial modeling in a complex organization.
- Advanced Excel and financial modeling skills; candidates should be prepared to complete a practical modeling exercise during the interview process.
- Experience working with multiple data sources and formats and converting them into reliable, decision-useful analysis.
- Strong analytical judgment, attention to detail, ownership, and a results-oriented approach.
- Excellent written, verbal, and presentation skills, including the ability to create polished PowerPoint materials and communicate with senior leaders.
- Ability to manage recurring deadlines and multiple priorities while maintaining accuracy and responsiveness.
- Experience in a multi-site or multi-entity organization and in consolidating business-unit results into regional or company-wide insights.
- Hands-on experience with Microsoft 365 Copilot, Power BI, Power Query, Power Automate, or comparable AI and workflow-automation tools.
- Experience with D365, OneStream, enterprise planning systems, ERP platforms, or financial data models.
- Working knowledge of responsible AI practices, data privacy, access controls, model limitations, and the need for human validation of AI-generated outputs.
- Experience building dashboards, automating recurring reporting, or improving planning and close processes.
- Professional certification or advanced degree, such as CPA, CMA, CFA, or MBA, is a plus.
Our Benefits We believe in our people and foster a supportive environment that develops and rewards performance and incentivizes long-term career success. Our benefits include, but are not limited to:
- Competitive Salary
- Health, Vision, and Dental Insurance
- Company Paid Life Insurance
- Generous Paid Holidays
- Paid Volunteer Time
- Generous Paid Time Off and Rollover
- Company matching 401K and Retirement Savings Plans
- Employee Assistance Program
- Flexible working arrangements
Now let's not forget our site!
Weare located ina beautiful high-rise in the heart of downtown Austin that isvery easyto access. Once you arriveatthe 12th floor, you will be greeted by our bright and beautiful space with fantastic downtown views everywhere. You will love the friendly and energetic atmosphere of our office, along with the greatperkswe all enjoy immensely. Things like - free garage parking in our building that is
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