Strategic FP&A Analyst — Drive Profitability & Growth

Sherpa | Recruiting, Staffing & Consulting; Charlotte (NC); On-site; USD 90,000 - 110,000; Full time

Job summary

Sherpa | Recruiting, Staffing & Consulting is seeking a Senior Financial Analyst to join the FP&A team in the Charlotte, NC area. This role partners with Operations and executive leadership to influence profitability, performance, and long-term strategy.

The position focuses on planning, forecasting, modeling, and strategic finance, with quarterly variance analyses, ROI assessments, and cross-functional collaboration across manufacturing and corporate functions.

Qualifications

• 3–6 years FP&A or related analytical experience.
• Strong financial modeling, forecasting, and analytical skills.
• Advanced Excel proficiency.
• Ability to translate complex financial data into meaningful business recommendations.
• Excellent communication and presentation skills.

Responsibilities

• Partner with Operations and functional leaders to provide financial guidance and decision support.
• Analyze financial and operational performance, identify key business drivers, and communicate actionable insights.
• Evaluate profitability, productivity, labor, material costs, and operational KPIs.
• Support the annual budget, monthly forecasting, and long-range planning processes.
• Develop financial models and scenario analyses to support strategic initiatives.
• Perform variance analysis and present recommendations to leadership.
• Build business cases and ROI analyses for capital investments and growth initiatives.
• Support pricing strategies, cost reduction efforts, and operational improvement projects.
• Identify financial risks and opportunities while helping leadership make informed decisions.
• Prepare executive-level reporting, dashboards, and financial presentations.
• Improve reporting processes through automation and enhanced data analytics.
• Partner with Accounting to ensure accurate financial reporting and forecast integrity.

Skills

Advanced Excel

Financial modeling

Forecasting

Data storytelling

Education

Bachelor's degree

Tools

SAP

Oracle

Hyperion

OneStream

Adaptive Planning

Job description

Sherpa | Recruiting, Staffing & Consulting is seeking a Senior Financial Analyst to join the FP&A team in the Charlotte, NC area. This role partners with Operations and executive leadership to influence profitability, performance, and long-term strategy.

The position focuses on planning, forecasting, modeling, and strategic finance, with quarterly variance analyses, ROI assessments, and cross-functional collaboration across manufacturing and corporate functions.