Sr. FP&A Analyst

R. F. MacDonald Co.; Hayward (CA); On-site; USD 105,000 - 145,000; Full time

Job summary

R. F. MacDonald Co. in corporate headquarters seeks a Sr.

FP&A Analyst to support forecasting, budgeting, and strategic analysis. The role emphasizes strong financial modeling, GAAP knowledge, and communication with across-the-organization. You will build models for units and projects, analyze trends and variances, and assist with investments analysis. Requires 3+ years FP&A, bachelor's in finance/accounting, and proficiency in Excel, NetSuite and Adaptive.

Qualifications

• Bachelor’s degree in finance, Accounting, or a related field.
• Minimum of 3 years of experience in financial planning and analysis, or a similar role.
• Strong financial modeling and analytical skills.
• Expert in Microsoft Excel and financial software applications, such as NetSuite and Adaptive.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.

Responsibilities

• Prepare annual budgets, forecasts, and long-range plans.
• Develop and maintain financial models for units and projects.
• Analyze data to identify trends, variances, and improvements.
• Collaborate with cross-functional teams for financial analysis.
• Support monthly reporting including variance analysis.
• Prepare ad-hoc analyses and reports for decisions.
• Assist in evaluating investments, mergers, and acquisitions.
• Improve financial processes and systems for efficiency.

Skills

Financial modeling

Analytical skills

Excel

NetSuite

Adaptive

Accounting principles

Financial statement analysis

Communication skills

Interpersonal skills

Independent work

Education

Bachelor's degree in Finance/Accounting

Tools

NetSuite

Adaptive

Job description

Description

Position: SR. FP&A Analyst

Classification: Full-Time/Exempt

Location: Corporate

Reports To: VP Finance/IT

Summary:

We are seeking a detail-oriented, highly analytical FP&A Analyst to join our finance team. The FP&A Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities.

Essential Functions:

• Assist in the preparation of annual budgets, forecasts, and long-range financial plans.
• Develop and maintain financial models for various business units and projects.
• Analyze financial data to identify trends, variances, and opportunities for improvement.
• Collaborate with cross-functional teams to gather relevant information for financial analysis.
• Support the monthly financial reporting process, including variance analysis and management reporting.
• Prepare ad-hoc financial analyses and reports as needed to support decision-making.
• Assist in the evaluation of potential investments, mergers, and acquisitions.
• Continuously improve financial processes and systems to enhance efficiency and accuracy.

Requirements

• Bachelor’s degree in finance, Accounting, or a related field.
• Minimum of 3 years of experience in financial planning and analysis, or a similar role.
• Strong financial modeling and analytical skills.
• Expert in Microsoft Excel and financial software applications, such as NetSuite and Adaptive.
• Knowledge of accounting principles and financial statement analysis.
• Excellent communication and interpersonal skills.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong attention to detail and problem-solving abilities.

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type/Expected Hours of Work

This is a full-time position. Days and hours of work are Monday through Friday, 7:00 a.m. to 4:00 p.m. This position may require long hours and occasional travel within its operating cities and out of area locations.

Required Experience

• Four to six years of related job experience.
• BA or BS in Accounting/Finance or Business required.
• Ability to interpret GAAP and prepare all required financial reporting
• Basic competence in duties and tasks of supervised employees
• Working knowledge of data collection, data analysis, and evaluation
• Ability to work with all levels of management Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow
• Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm Excellent written and verbal communication skills Proficient in Excel and accounting software programs

Preferred Education and Experience

• Bachelor’s degree and 5-8 years of Accounting, Finance or Tax job experience.
• NetSuite, Adaptive experience strongly desired, but not required.
• Construction or Service industry experience a plus.