Financial Analyst- FP&A Systems

Reports to: Director of FP&A

Position Summary

This role will be responsible for maintaining planning models, improving reporting capabilities, and supporting forecasting and analysis across the organization. The ideal candidate combines strong technical aptitude with financial acumen and is interested in building scalable FP&A processes through systems.

Compensation & Benefits

• Employee Ownership (ESOP):Company-funded retirement contribution of approximately 18% of pay, plus 401(k)
• Competitive base salary with performance-based bonus opportunity
• Comprehensive benefits package: Medical, Dental, Vision, Life, Disability, FSA, and Pet Insurance
• Generous paid time off, paid holidays, and parental leave
• Fitness and tuition reimbursement programs

Essential Duties & Responsibilities

• FP&A Systems Ownership

• Support day-to-day administration of Prophix, including data loads, model maintenance, and user support

• Build and enhance budgeting and forecasting templates within Prophix

• Maintain and improve financial models, workflows, and reporting structures

• Partner with IT and Finance to ensure accurate and timely data integration (e.g., ERP systems such as D365)

• Assist in developing dashboards and reports to improve visibility into business performance

• Troubleshoot system issues and support continuous improvement of the platform

• Forecasting & Budgeting

• Support monthly forecasting and annual budgeting processes within Prophix

• Compile, validate, and consolidate inputs from business units

• Assist in maintaining driver-based planning models and key assumptions

• Ensure consistency and standardization across planning processes

• Financial Analysis & Reporting

• Perform variance analysis (actual vs. budget/forecast) and identify key business drivers

• Support preparation of monthly management reporting and KPI tracking

• Assist with analysis across revenue, margin, and operating expenses

• Contribute to ad hoc analysis (pricing, cost trends, profitability, etc.)

• Cross-Functional Support

• Work with Sales, Operations, and other business teams to gather inputs and provide insights

• Help translate operational metrics (volume, pricing, productivity) into financial impact

• Support improvements in visibility and decision-making through better reporting

• Process Improvement

• Identify and implement opportunities to automate and streamline FP&A processes

• Document system workflows, reporting logic, and planning processes

• Support best practices in financial planning systems and data governance

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or related field
• 1-3+ years of experience in FP&A, finance, accounting, or related role
• Experience with Prophix strongly preferred (or similar FP&A tools)
• Advanced Excel skills (modeling, data analysis)
• Experience with ERP systems (e.g., D365) and data integration is a plus
• Familiarity with Power BI or other reporting tools preferred
• Strong analytical and problem-solving skills
• Detail-oriented with ability to manage multiple priorities

Work Environment & Culture

PBI-Gordon Companies offers a collaborative, employee-owned environment where accountability, partnership, and continuous improvement are valued. Team members are encouraged to contribute ideas, develop professionally, and grow their careers alongside the business.

Equal Opportunity Employer

PBI-Gordon Companies is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.

Ready to Apply?

If you're passionate about financial analysis and reporting, advanced Excel-based modeling, and integrating FP&A systems with ERP platforms like D365, we'd love to hear from you.

Apply today to join an employee-owned organization committed to transparency, long-term growth, and continuous improvement.