FP&A
On-siteSpringfield, Missouri, United States
Job Summary
Lead annual budgeting, forecasting, and long-range financial planning while developing models for scenario analysis and cash flow tracking. Prepare monthly management reporting packages, variance analyses, and KPI dashboards for executive leadership and the Board of Directors. Design automated financial reports and analytical tools using advanced Excel, Power Query, and BI platforms to improve efficiency and data integrity. Partner with Accounting, IT, Sales, and Operations to enhance reporting processes and support strategic initiatives, acquisitions, and lender presentations. Ensure accuracy of ERP financial modules and document automated processes for scalability.
Required Qualifications
- 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
- Experience developing automated reporting solutions and executive-level financial presentations
- Experience supporting budgeting, forecasting, KPI reporting, and management reporting
- 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
- 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
Desired Qualifications
- Experience working with ERP systems and financial reporting tools; experience with Qlik, Power BI, or similar business intelligence platforms is preferred
- Experience in a multi-location, distribution, retail, or private equity-backed environment is preferred
- Experience with AI-enabled productivity tools, such as Microsoft Copilot, Claude, or ChatGPT, to improve reporting, analysis, and process efficiency is a plus
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