Senior FP&A Analyst: Budgets, Analytics & M&A

Alliance Markets & Vending; Scottsdale (AZ); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Alliance Markets & Vending is seeking a Senior FP&A professional to lead budgeting, forecasting, and ad hoc reporting for CFO and PE owners from Scottsdale, AZ. The role emphasizes building analytics-based decision support using Power BI and driving financial planning across business units.

The candidate should bring 4–8+ years of FP&A or related experience, strong Excel skills, and a track record in financial modeling and stakeholder partnering. Hybrid work arrangement in Scottsdale.

Qualifications

• Bachelor's degree in finance, accounting, or related field required.
• MBA and/or CPA a plus (but not required).
• 4-8+ years FP&A, corporate finance, or transaction-related experience.
• PE-owned manufacturing/retail experience preferred; robust modeling skills.
• Strong Excel skills; experience with Power BI and ERPs.

Responsibilities

• Actively involved in monthly management reporting responsibilities.
• Own the annual budget, rolling forecast, and multi-year financial planning processes.
• Build driver-based financial models, scenario analyses, and sensitivity analyses.
• Develop dashboards and executive-ready reporting for visibility into financial and operational performance.

Skills

Excel

Power BI

Financial systems/ERPs

Analytical skills

Education

Bachelor's degree in finance or accounting

MBA or CPA preferred

Tools

Power BI

ERP systems

Job description

The Senior of Financial Planning & Analysis (FP&A) will play a vital role in Alliance's finance transformation initiative to enhance the insightfulness of reporting to Senior Leadership and streamline the budgeting and forecasting processes. This person will be responsible for providing ad hoc reporting to the CFO and private equity owners on a regular basis, facilitating development of the annual budget process, partnering with the business unit leaders, coordinating / writing executive reports for the Board of Directors and supporting Executive Leadership on potential M&A opportunities. The individual will help drive analytics-based decision-making with a focus on leveraging PowerBI to help drive more science-based decision making. Position will also play a critical role in supporting Alliance's acquisition integrations. This position would be a great opportunity for a seasoned financial analyst to take his/her career to the next level.

The FP&A Senior will report directly to the Chief Financial Officer. This position will not have direct supervisory responsibilities. However, this person will coordinate with the operators and accounting managers at each of the Company's operating units and act as a liaison with the Company's internal and external stakeholders. This position is hybrid, which requires the person to be on-site at our Scottsdale, AZ office a few days per week.

Key Responsibilities

• Actively involved in monthly management reporting responsibilities
• Own the annual budget, rolling forecast, and multi-year financial planning processes
• Build and maintain driver-based financial models, scenario analyses, and sensitivity analyses
• Partner with department leaders to align financial plans with operating and strategic priorities

Cross-Functional Partnership & Reporting

• Partner with the accounting team, the business unit operators, sales & marketing, and the CFO to improve budgeting and forecasting processes
• Provide financial analysis support for operations, including ad-hoc analysis for the private equity deal team, review of cost savings proposals and other business analysis
• Develop dashboards and executive-ready reporting that provide visibility into financial and operational performance

M&A & Treasury Support

• Assist the Vice President of M&A and CFO with financial due diligence and assessment of potential M&A targets
• Support M&A integrations
• Manage the company's 13-week cash flow model
• Assist with administration of various Treasury management responsibilities
• Prepare other ad hoc analyses, as needed

Qualifications & Experience

Education

• Bachelor's degree in finance, accounting, or a related field required
• MBA and/or CPA a plus (but not a requirement)

Experience

• 4–8+ years of progressive FP&A, corporate finance, consulting, or transaction-related experience
• Experience working at a PE-owned manufacturing or retail company preferred
• Experience working in FP&A and/or transaction advisory services preferred
• Demonstrated strong project management skills, including ability to prioritize, meet deadlines and follow through on completion of high-profile projects
• Experience with financial modeling preferred

Technical & Analytical Skills

• High level of proficiency with Microsoft Excel
• Experience with BI tools (Power BI or similar) and financial systems/ERPs
• Strong analytical, problem-solving skills

Personal Attributes

• A passionate and ambitious professional, self-starter who can operate independently while remaining highly collaborative
• High integrity, professionalism, and accountability
• Ability to work effectively with all levels of the organization and across departments
• Strong organizational skills, attention to detail and continuous process improvement mindset
• Strong interpersonal and communication skills (written and verbal)
• Assertive, action oriented, hands-on, "roll up your sleeves"-type approach
• Energetic, strong work ethic, resilient, collaborative, ability to juggle multiple projects at once and personally committed to achieving success

Why This Role

This is a high-visibility FP&A role offering the opportunity to:

• Partner closely with CFO and executive leadership team
• Influence strategic decisions and operational performance
• Build scalable FP&A infrastructure in a growth-oriented organization
• Develop a strong foundation for future senior finance leadership roles