Senior FP&A Analyst (Hybrid, ESOP Eligible)

Sammons Warehouse Solutions; Dallas (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

ESOP

401(k)

Tuition Reimbursement

Work/Life Balance

Paid Holidays

Health Benefits

Tool Benefits

Disability Insurance

Job summary

Sammons Industrial is seeking a Senior Financial Analyst to join a small, highly collaborative FP&A team. You’ll dig into our financial performance, connect the numbers to what’s happening in the field, and help tell the story behind the business.

You’ll support everything from month-end analysis and forecasting to budgeting, financial modeling, and executive decision-making. This is a hands-on role on a small team.

Qualifications

• A bachelor’s degree in Finance, Accounting, or a related business field, along with 3+ years of progressive financial planning, analysis, accounting, or related experience.
• Strong financial fundamentals, including the ability to understand financial statements, connect operational activity to financial results, and build thoughtful analyses and models.
• Advanced Excel skills and experience working with Power BI and reporting tools, plus curiosity about using new technology and AI to improve how work gets done.
• A collaborative, adaptable approach with strong attention to detail and the communication skills to explain the story behind the numbers to both finance and operational partners.

Responsibilities

• Own meaningful pieces of our planning, forecasting, budgeting, and financial analysis processes, including financial modeling, variance analysis, pipeline analysis, and ad hoc projects.
• Turn financial and operational data into useful insights, identifying what happened, why it happened, where risks or opportunities exist, and what leaders should consider next.
• Partner with Accounting, corporate leaders, and branch teams throughout the monthly business rhythm—from reviewing results at close to preparing forecasts, leadership reporting, and monthly business reviews.
• Use Excel, Power BI, and emerging tools such as AI to work smarter, improve reporting and models, and give leaders a clearer view of business performance.

Skills

Advanced Excel

Power BI

AI awareness

Attention to detail

Communication

Education

Bachelor's degree in Finance/Accounting or related field

Tools

Power BI

Job description

Sammons Industrial is seeking a Senior Financial Analyst to join a small, highly collaborative FP&A team. You’ll dig into our financial performance, connect the numbers to what’s happening in the field, and help tell the story behind the business.

You’ll support everything from month-end analysis and forecasting to budgeting, financial modeling, and executive decision-making. This is a hands-on role on a small team.