Financial Planning Analyst

Essential Duties and Responsibilities

• Support monthly forecasts, annual budgets, long-range planning, and related financial reporting processes.

• Analyze actual results against budget, forecast, and standard cost; identify key financial, operational, and manufacturing cost variances.

• Perform cost analysis related to production, material usage, labor, overhead, purchase price variance (PPV), inventory adjustments, and other cost drivers.

• Support standard costing activities, including review of bills of material, routings, labor and overhead rates, cost rolls, and product cost updates.

• Prepare monthly reporting packages, financial models, dashboards, business performance presentations, and ad hoc analyses.

• Support P&L, margin, product profitability, cost center, operating expense, inventory, and cost of goods sold analysis.

• Assist with month-end close activities, including accruals, reconciliations, inventory valuation, and review of financial results.

• Partner with Finance, Operations, Production, Purchasing, Supply Chain, and Sales to improve financial visibility, investigate variances, and support corrective actions.

• Provide financial and cost insights to support margin improvement, cost reduction, productivity, inventory accuracy, cash flow, and profitability initiatives.

• Perform other duties and responsibilities as assigned by leadership to support business needs.

Minimum Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.

• Strong analytical, problem-solving, financial modeling, and communication skills.

• Advanced Microsoft Excel skills; experience with financial reporting, planning, ERP, or business intelligence tools preferred.

• Working knowledge of budgeting, forecasting, financial statements, variance analysis, cost accounting, standard costing, inventory accounting, and COGS analysis.

Preferred Qualifications

Experience in a manufacturing, operations, plant finance, or corporate finance environment is preferred. Familiarity with SAP, Microsoft Dynamics GP, OneStream, Power BI, or similar ERP, planning, reporting, costing, or visualization tools is a plus.

• Experience analyzing production costs, standard cost variances, PPV, labor and overhead absorption, inventory valuation, and product profitability.

• Understanding of manufacturing processes, bills of material, routings, work orders, cost centers, and operational cost drivers.

• Ability to work cross-functionally, manage multiple priorities, and translate financial data into actionable business insights.

Key Competencies

• Financial planning, forecasting, and budgeting

• Cost accounting, standard costing, and manufacturing variance analysis

• PPV, inventory valuation, COGS, and product profitability analysis

• Business partnership with operations, production, purchasing, and supply chain

• Financial modeling, communication, and continuous improvement mindset