Financial Planning Analyst

Job Title: FP&A 

Department: Finance

Reports to: CFO 

Location: Onsite

Status: Full-time (Exempt)

Effective Date: July 21, 2026

Job Summary:

The FP&A will support financial planning, forecasting, management reporting, and business performance analysis across the organization. This position will develop financial models, automated reports, dashboards, and analytical tools that improve reporting accuracy and efficiency. The ideal candidate will possess a strong foundation in accounting and finance, advanced analytical and financial modeling skills, and the ability to transform complex data into actionable insights that support executive and operational decision-making.

Duties/Responsibilities:

• Lead and support the annual budgeting, forecasting, and long-range financial planning processes.
• Develop and maintain financial models to support forecasting, scenario planning, cash flow analysis, and strategic initiatives.
• Prepare monthly management reporting packages, variance analyses, KPI dashboards, and executive presentations for senior leadership, the Board of Directors, and other stakeholders.
• Design, develop, and maintain automated financial reports, dashboards, and analytical tools using advanced Microsoft Excel and other reporting technologies to improve reporting accuracy, efficiency, and consistency.
• Analyze financial and operational performance, identify trends, risks, and opportunities, and provide actionable recommendations to executive leadership.
• Partner with Accounting, IT, Sales, Operations, and other business leaders to improve reporting processes, data integrity, and decision support.
• Support the preparation of Board of Directors presentations, lender reporting, private equity sponsor reporting, and other executive-level financial analyses.
• Maintain and enhance ERP financial reporting modules while supporting system implementations, enhancements, testing, and process improvements.
• Monitor and analyze key performance indicators (KPIs), develop and maintain performance metrics, and recommend opportunities to improve financial and operational performance.
• Ensure the accuracy, completeness, and integrity of financial data, management reports, and analytical models.
• Identify opportunities to automate manual reporting processes and leverage technology to improve efficiency and reporting capabilities.
• Support strategic initiatives, special projects, acquisitions, and ad hoc financial analyses as assigned by the CFO.
• Develop, maintain, and document automated financial reporting processes, models, and analytical tools to ensure scalability, consistency, and continuity within the Finance organization.

Required Skills/Abilities:

• Advanced financial analysis, forecasting, budgeting, and financial modeling skills.
• Advanced proficiency in Microsoft Excel, including Power Query, pivot tables, complex formulas, data modeling, report automation, and dashboard development.
• Strong analytical, problem-solving, and critical thinking skills with the ability to translate complex data into actionable business insights.
• Experience developing automated financial reports and improving reporting processes through technology and process automation.
• Strong understanding of accounting principles and financial reporting.
• Experience working with ERP systems and financial reporting tools; experience with Qlik, Power BI, or similar business intelligence platforms is preferred.
• Excellent communication and presentation skills, with the ability to present financial information clearly to all levels of management.
• Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• High level of accuracy, attention to detail, and commitment to data integrity.
• Ability to build effective working relationships across Finance, Accounting, IT, Sales, Operations, and executive leadership.
• Self-motivated with a continuous improvement mindset and a passion for leveraging technology to increase efficiency and reporting capabilities.
• Ability to maintain confidentiality and exercise sound professional judgment.
• Experience with AI-enabled productivity tools, such as Microsoft Copilot, Claude, or ChatGPT, to improve reporting, analysis, and process efficiency is a plus.

Education and Experience:

• Bachelor's degree in Finance, Accounting, Business Administration, or related field.
• Five or more years of experience in FP&A, corporate finance, financial analysis, or a similar role.
• Advanced proficiency in Microsoft Excel and financial modeling is required
• Experience developing automated reporting solutions and executive-level financial presentations.
• Experience supporting budgeting, forecasting, KPI reporting, and management reporting.
• Experience in a multi-location, distribution, retail, or private equity-backed environment is preferred

SSG is an EQUAL EMPLOYMENT OPPORTUNITY/AFFIRMATIVE ACTION employer. Candidates are considered for employment with SSG without regard to their race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, veteran status, or other classification protected by applicable federal, state or local law.