FP&A Intern

Overview

This project will design and implement a centralized Cost‑Volume‑Profit (CVP) analysis tool to support financial planning, pricing decisions, and profitability analysis across the organization. The tool will enable the finance team to consistently model the relationships between costs, volume, pricing, and margins, improving visibility into breakeven points and profit sensitivities under different business scenarios.

Objectives

• Standardize CVP analysis across products, customers, and business units
• Improve speed and accuracy of profitability and breakeven analysis
• Enable scenario modeling for pricing changes, volume shifts, and cost structures
• Provide finance and leadership with clear, decision‑ready insights

Scope & Key Capabilities

The CVP tool will:

• Consolidate fixed and variable cost inputs in a structured, auditable format
• Support multiple scenarios (base, upside, downside, what‑if analyses)
• Calculate key metrics including contribution margin, breakeven volume, and target profit volumes
• Allow analysis by product, customer, region, or business line
• Provide clear visual outputs (charts, tables, and summaries) for management reporting

Business Value

By replacing ad‑hoc spreadsheets with a standardized CVP platform, the finance team will:

• Reduce manual effort and errors in financial analysis
• Improve consistency and transparency in profitability discussions
• Enable faster, data‑driven decisions related to pricing, cost management, and growth strategies
• Strengthen support for budgeting, forecasting, and strategic planning initiatives

Stakeholders

• Primary Users: Finance team (FP&A, pricing, commercial finance)
• Secondary Users: Business leaders, operations, sales leadership
• Project Owner: FP&A Manager (John Okichich)
• Technology Partners: Finance systems / IT (as applicable)

Deliverables

• Excel or Tableau tool built and saved on share drive for finance team to use for flux analysis monthly with appropriate slicers/filters that can be refreshed with JDE data.

Essential Skills, Education & Experience:

• Currently pursuing a degree in Business Administration, Accounting or Finance
• Strong organizational skills and attention to detail
• Ability to handle confidential information with professionalism
• Strong communication and interpersonal skills
• Ability to multitask and adapt in a fast-paced environment
• Proficiency in Microsoft Office (Excel, Word, Outlook) Customer-focused with a professional and positive attitude.
• Ability to lift, move, and organize files and boxes (up to ~25 lbs)
• Ability to stand, bend, and move during organization projects
• Self-motivated, detail-oriented, and capable of working independently.