Financial Analyst, FP&A
Data Analysis Inc.
Mid-level
$75.3k - $89.8k YEARLY
Plano, TX, US
Posted 1 week ago
Job summary
The Analyst, FP&A at Data Analysis Inc. plays a critical role in enhancing financial planning and analysis for the manufacturing unit. The position involves providing insights, conducting revenue and margin analysis, and supporting budget forecasting and financial modeling. Candidates should have experience in financial analysis and excellent analytical skills, with proficiency in Excel.
Role details
- Role
- Full-time
- Industry
- Manufacturing And Production
- Employment
- Fulltime
- Experience
- 1 Years +
- Education
- Bachelor In Accounting
Responsibilities
- support business department leaders in budget development
- conduct revenue and margin analysis
- assist in variance analysis preparation
- develop financial models for profitability analysis
- prepare financial reports for management
- collaborate with accounting for timely revenue recognition
- create KPIs for performance measurement
- develop ad-hoc financial analyses
- contribute to process improvements in financial reporting
- collaborate with cross-functional teams for financial insights
Requirements
- bachelor in accounting, finance or business administration required
- 1-3 years of experience in financial planning & analysis
- proficient in excel
- experience with erp and epm systems required
- strong analytical skills
Key skills
Financial Analysis
Budgeting
Forecasting
Financial Modeling
Data Analysis
Excel
Erp Systems
Epm Systems
Cost Optimization
Variance Analysis
Presentation Skills
Communication Skills
Full job description
- About Us
- • years of experience in Financial Planning \& Analysis, with a background in supporting manufacturing operations or business units, focusing on revenue and margin analysis Proficient in Excel, with some experience in financial modeling, scenario analysis, and working with large datasets to provide in\-depth business insights
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Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services.
Summary
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The Analyst, FP\&A plays a critical role in supporting the financial planning and analysis activities for DAI’s manufacturing business unit. This role is focused on providing actionable financial insights, conducting revenue and margin analysis, and assisting department heads with budget forecasting, financial modeling, and decision\-making processes. By closely collaborating with business leaders across manufacturing functions, the Analyst will help optimize cost management, drive profitability, and support strategic growth initiatives. The Analyst will report directly to the Manager, FP\&A, supporting the team in ensuring accurate, data\-driven financial guidance to the organization.
Duties and Responsibilities
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Support business department leaders in the development and maintenance of budgets, forecasts, and long\-term financial plans by providing relevant financial data and insights specific to each department’s operations
Conduct revenue and margin analysis on a monthly and ad\-hoc basis to assess financial performance, identify trends, and provide recommendations for cost optimization and revenue growth opportunities
Assist in the preparation of detailed variance analysis to explain differences between actual and planned financial performance, with a focus on understanding key drivers of variances such as labor costs, materials, and overhead
Develop and maintain financial models to analyze the profitability and help drive data\-driven decision\-making in support of strategic initiatives
Prepare and present financial reports for department leaders and senior management, including insights on revenue, margin performance, and cost efficiency across the manufacturing functions.
Work closely with Accounting to ensure accurate and timely accounting recognition of revenue and expenses
Support FP\&A leadership in the creation of KPIs to measure the performance departments, including metrics for revenue growth, margin improvement, and cost control
Assist in the development of ad\-hoc financial analyses related to specific projects, initiatives, or investment opportunities, helping to evaluate potential returns or risks
Contribute to process improvements in financial planning and reporting, identifying opportunities to streamline workflows and leverage automation for more efficient data analysis and reporting
Collaborate with cross\-functional teams (e.g., Operations, Supply Chain, Sales) to provide financial insights that drive decisions around production schedules, inventory management, and pricing strategies.
Qualifications \& Requirements
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Bachelor in Accounting, Finance or Business Administration required
Master in Business Administration (MBA) and/or professional certification (e.g., CMA, CPA) preferred
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General understanding of manufacturing cost structures, including labor, materials, and overheads, and the ability to analyze financial performance across these key cost drivers.
Analytical skills with the ability to dive into data and identify trends, variances, and business opportunities, and then communicate findings to business leaders in a concise and actionable manner.
Experience with ERP and EPM systems (e.g., Dynamics \& Planful/Hyperion, or similar), and the ability to navigate financial systems to extract data, perform analysis, and ensure reporting accuracy
Strong attention to detail in financial analysis and otherwise, with the ability to quickly identify discrepancies, inefficiencies, and opportunities for improvement
Ability to prioritize tasks and manage multiple deadlines, ensuring timely delivery of financial analysis and reports
Excellent written and verbal communication skills
Proactive mindset with a focus on identifying issues or opportunities early and developing solutions to drive better business outcomes
Interest in supporting continuous improvement initiatives and providing analytical insights that contribute to operational efficiencies and cost savings in the manufacturing process
Working Conditions
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Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (%\+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to pounds.
Equal Opportunity Employer
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Data Analysis Inc is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.