Financial Planning and Accounting Analyst

Position Summary

The Financial Analyst, FP&A, will play a key role in supporting Carlex’s financial planning and analysis activities. This position is responsible for consolidating financial data, analyzing performance metrics, and driving profitability improvements across the organization. The ideal candidate will be detail-oriented, analytical, and proactive, with a strong foundation in finance, modeling, and a desire to contribute to strategic decision-making.

Essential Job Functions

• Consolidate and assist with the development of the annual budget, mid-year forecasts, and mid-month flashes
• Compile actual monthly/quarterly/annual results and assist with overall business analysis
• Assist with the development of three-statement monthly and quarterly business forecast and explanations
• Produce financial models to assist with budgeting/forecasting for each of our manufacturing plants
• Conduct business analytics on an ad-hoc basis
• Improve and maintain a liquidity model on a monthly basis
• Work with all functional groups within the business segments and participate in key strategic initiatives
• Contribute to Board of Directors presentations and strategic planning updates
• Drive continuous process improvement through:
• Automation and error-proofing of existing files and processes, including use of AI
• Modernization of legacy consolidation and reporting operations
• Identification and reporting of key financial metrics
  
  

Requirements

Education

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

Experience

• 1–3 years of experience in financial analysis
• Relevant internships and coursework may be considered
  
  

Additional Requirements

• Financial modeling experience in Excel
• Demonstrates a proactive approach to analysis by going beyond data tracking to identify key business drivers and deliver actionable insights and solutions
• Regular and predictable in-person attendance
• General understanding of budgeting and forecasting processes
• Flexibility to work outside regular business hours as needed to meet project deadlines
  
  

Key Competencies

• Intermediate to advanced proficiency in Microsoft Excel, PowerPoint, and Word
• Ability to program in Python and other languages is a plus
• Strong analytical and data interpretation skills
• Excellent verbal and written communication abilities
• Self-motivated with the ability to work independently and proactively
• Creative and timely problem-solving capabilities
• Eagerness to learn and grow professionally
• Commitment to Carlex’s core values: Safety, Customer Focus, Teamwork, Excellence, and Trust