Financial Planning Analyst

Since 1987, Springborn Staffing has been connecting talented professionals with great opportunities all across Maine and New England! We’re known for our expert guidance, local insight, and commitment to helping you take the next step in your career.

Position Overview:

Job Summary

The FP&A Analyst will play a key role in driving financial performance and supporting strategic decision-making within a fast-paced, product-driven environment. This position is responsible for financial forecasting, annual budgeting, variance analysis, and the preparation of reporting packages that highlight critical business drivers—including volume trends and product-level profitability. The ideal candidate brings strong analytical capabilities and a passion for converting complex data into actionable insights.

Key Responsibilities

Forecasting & Budgeting

• Annual Planning: Lead the development of the annual operating plan by partnering closely with cross-functional teams such as Sales, Marketing, and Operations to create comprehensive financial plans.
• Rolling Forecasts: Oversee monthly and quarterly forecast updates across the P&L, Balance Sheet, and Cash Flow to ensure accurate performance projections.
• Scenario Modeling: Build and maintain advanced financial models to support strategic decisions, including new product initiatives and capital investments.

Business & Variance Analysis

• Promotional Spend Analysis: Track and evaluate the effectiveness of trade and promotional spend.
• Margin & Cost Review: Conduct detailed Gross Margin and COGS analyses, explaining variances related to material costs, manufacturing efficiency, pricing, and logistics.
• Profitability Analysis: Produce product-, channel-, and SKU-level profitability reporting to identify margin opportunities and guide leadership decisions.
• Monthly Reporting: Prepare monthly financial performance reports for senior leadership, including KPIs, results summaries, and meaningful variance commentary.
• Revenue Strategy Support: Partner with Sales leadership to support revenue forecasting and strategic planning.

Systems & Process Ownership

• Business Partnering: Act as the finance partner for Brand, Sales, and other key functions, providing financial insight to support spending decisions and strategic initiatives.
• Process Development: Establish and refine financial reporting and forecasting processes to enhance accuracy, efficiency, and scalability.

Required Qualifications

Education & Experience

• Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline.
• 2–4 years of progressive experience in FP&A, Corporate Finance, or Public Accounting.
• Required: Experience in product-centric industries such as consumer goods, retail, or food and beverage.

Skills & Competencies

• Advanced Excel: Strong proficiency in Excel, including complex formulas, pivot tables, and dynamic financial model creation (VBA a plus).
• Process Builder: Demonstrated ability to establish or enhance FP&A processes.
• Data Visualization: Experience with tools such as Tableau, Power BI, Looker, or similar platforms.
• Systems Knowledge: Familiarity with major ERP platforms and FP&A planning systems.
• Communication: Ability to clearly present complex financial information to both financial and non-financial audiences.
• Detail Orientation: Strong commitment to accuracy and completeness in all financial analyses and deliverables.