Senior FP&A Analyst - Corporate Planning & Forecasting

KLS Martin Group; Jacksonville (FL); On-site; USD 85,000 - 125,000; Full time

Job summary

The Senior Financial Analyst, Corporate Planning supports budgeting, forecasting, and long-range planning at KLS Martin Group, delivering financial models and executive insights. You will partner with assigned business areas to translate data into actionable recommendations and support strategic initiatives with rigorous financial analysis.

Serving as the finance business partner, you’ll develop performance metrics, executive reporting, and scalable analytics while leveraging technology to

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Data or Business Analytics, MIS or related field.
• 3–6 years of FP&A, corporate finance or finance analytics experience.
• Experience building and standardizing complex financial models from structured data BI tools such as Power BI or Tableau.
• Advanced Excel proficiency including structured modeling and data manipulation.
• Experience integrating financial models with ERP data; SAP preferred.
• SQL demonstrated experience with structured data strongly preferred.
• Experience in operational or manufacturing environments preferred.

Responsibilities

• Supports annual budgeting, rolling forecast and long-range planning with financial models and analyses.
• Develops forecasts for assigned units and supports consolidated financial statements.
• Supports strategic planning through financial modeling and business case development.
• Evaluates assumptions and forecast accuracy to improve planning quality.
• Prepares executive-level analyses, presentations and planning materials.
• Develops KPIs, dashboards and performance metrics for insights at multiple levels.
• Partner with cross-functional teams to drive strategic initiatives with financial analysis.

Skills

FP&A experience

Advanced Excel

Power BI/Tableau

SQL

ERP integration

Education

Bachelor’s degree in Finance, Accounting, Economics, Data or Business Analytics, MIS or related field

Tools

SAP

Power BI

Job description

The Senior Financial Analyst, Corporate Planning supports budgeting, forecasting, and long-range planning at KLS Martin Group, delivering financial models and executive insights. You will partner with assigned business areas to translate data into actionable recommendations and support strategic initiatives with rigorous financial analysis.

Serving as the finance business partner, you’ll develop performance metrics, executive reporting, and scalable analytics while leveraging technology to