Sr FP&A Analyst

Job Title: Sr FP&A Analyst

About Us…

Womack Machine Supply and Morrell Group have united to become Womack Group, an industry powerhouse in engineering and industrial solutions. With over 70 years of excellence, Womack's motion control expertise meets Morrell's premier component integration, creating a dynamic force committed to innovation and customer service. Join us as we redefine the industry and shape the future of engineering and automation. Be part of something extraordinary and make a lasting impact with us

About this Opportunity:

Responsible for preparation, coordination, and documentation of financial and operational reporting, forecasting, and analysis projects. Provides analysis for forward-looking financial and business-related projects. Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas. Identifies trends and developments in competitive environments and presents findings to senior management. Position reports to VP Finance/Corporate Controller

PRIMARY DUTIES AND RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary duties.

Financial Analysis:

• Prepare daily, monthly, quarterly, and annual financial reports.
• Conduct variance analysis and identify key drivers affecting financial performance.
• Provide insights into business trends and financial forecasts.
• Ad hoc analysis as needed

Reporting:

• Prepare presentations for senior management and board meetings.
• Communicate financial insights and key metrics to non-financial stakeholders.
• Ensure compliance with financial policies and procedures.
• Improve and automate reporting processes and procedures

Forecasting and Decision Support:

• Work closely with senior management to develop long-term business plans.
• Support strategic initiatives through financial modeling and analysis.
• Assess financial risks and opportunities and provide recommendations.
• ROI analysis for Capital expenditures and other investments

Financial Planning:

• Lead the annual budgeting process in collaboration with department heads.
• Develop detailed financial models to support forecasting and decision-making.
• Analyze current and past financial data and performance to identify trends and make recommendations for improvements.

Cross-functional Collaboration:

• Collaborate with other departments (e.g., Accounting, Operations) to achieve business goals.
• Provide financial guidance and support to various business units.
• Integration of data analytics and reporting in collaboration with the I/T team on any future acquisitions or reorganizations.
• Other duties may be required.

QUALIFICATIONS:

The requirements listed below are representative of the education, experience, skills and/or abilities required. An individual must meet the minimum requirements as listed in each Qualifications subsection.

EDUCATION:

Bachelor’s degree in finance, Accounting, Economics, or related field. MBA or advanced degree

CERTIFICATIONS:

Preferred certifications include CPA, CFA, or similar (depending on the industry).

EXPERIENCE:

• Minimum of 5 years of experience in financial planning and analysis.
• Proven experience in building complex financial models and conducting scenario analysis.
• Previous experience in a senior FP&A role or similar position.
• Experience with ERP systems and financial planning software (e.g., Power BI, Insights, Hyperion) is preferred.

SKILLS & ABILITIES:

• To perform the job successfully, an individual should demonstrate the following competencies:
• Advanced proficiency in Excel and financial modeling.
• Power BI efficiency and experience preferred
• Strong analytical and problem-solving skills.
• Excellent communication and presentation skills.
• Ability to work effectively in a dynamic, fast-paced environment.
• Detail-oriented with a high level of accuracy
  

Top benefits and perks:

As a team member at Womack Group, LLC, you’ll enjoy:

• Benefits: 401(k) retirement with matching, Health, dental and vision insurance, Flexible Spending Account, Life and disability insurance
• Employee discounts
• Paid Time Off
• Referral program
• Career advancement and bonus opportunities
• Tuition Reimbursement

Location: Womack Group is headquartered in Farmers Branch, TX with additional offices in TX, UT, AL, AZ, MT, OK, MA, MI IN, IL, OH and Canada. This position will be based out of our Farmers Branch, TX facility.

Contact/application information: To be considered, please submit your application. If we accept your application, we’ll be in touch to schedule an interview. We look forward to hearing from you