Financial Analyst 1 Fp A Jobs

Senior Financial Analyst - FP&A

From $93,886/yr

Overview This is a hybrid role (Raleigh, NC or Phoenix, AZ), with the expectation that time working will regularly take place inside and outside of a company office. The Senior Financial Analyst position on the Financial Planning \& Analysis team is focused on providing financial support to First Citizens Bank Enterprise Technology and Operations organization (ET\&O). ET\&O includes Technology, Operations, Enterprise Digital, Enterprise Data, Enterprise Cybersecurity, and other groups. The Senior Financial Analyst will partner with leadership on budgeting, forecasting, month end close, allocations and various analysis projects in support of the senior leadership team. The Senior Financial Analyst will recommend improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements. Responsibilities \& Qualifications Duties \& Responsibilities: Budgeting and Forecasting - Assist in the preparation of budgets and forecasts, working closely with the Leadership team to gather necessary information. Maintain financial models to support forecasting activities, ensuring they reflect current trends and project impacts. Conduct trend analysis to identify potential risks and opportunities, providing actionable insights to management. Monitor budget performance and provide regular updates to Leadership, highlighting variances and adjustments as needed. Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Conducts other internal reporting projects as needed. May develop process enhancements based on reporting. Business Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise. Directs information and process updates across systems. Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives. May prepare documentation, presentations, or other materials for business purposes. Financial Support - Tracks performance across assigned systems, products, or business units, projects and identifies issues limiting potential gains. Recommends workflow changes to achieve financial goals or minimize financial impact. Assists management in implementing recommended changes, and in ensuring compliance Position Specific Skills Analytical skills - data Builds Productive Relationships Communication (Written and Verbal) Data Financial Reporting Profitability Analysis Qualifications Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics Preferred Qualifications * 6+ years of FP\&A experience, including development and/or direct management of driver-based forecasting and allocations. * Experience with Hyperion Essbase and advanced Excel skills preferred * Strong work ethic, ability to work independently with limited management supervision * Ability to complete assigned responsibilities as a team and engage with business partners with a friendly, service-oriented attitude * Attention to detail in applying organization’s accounting policies and procedures * Ability to communicate clearly and work effectively in a complex work environment, including interacting well with increasingly senior partners and a wide variety of groups (financial planning \& analysis team, and accounting teams) * Understanding of project accounting and project financial reporting * Ability to handle several different responsibilities at the same time without loss of productivity or quality * Experience supporting enterprise agile teams. * Certifications: VMO Practioner, Certified Agile Leader 1 Additional Information The base pay for this position is generally between $93,886 and $125,181. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Senior Financial Analyst - FP&A

From $93,886/yr

Overview This is a hybrid role (Raleigh, NC or Phoenix, AZ), with the expectation that time working will regularly take place inside and outside of a company office. The Senior Financial Analyst position on the Financial Planning \& Analysis team is focused on providing financial support to First Citizens Bank Enterprise Technology and Operations organization (ET\&O). ET\&O includes Technology, Operations, Enterprise Digital, Enterprise Data, Enterprise Cybersecurity, and other groups. The Senior Financial Analyst will partner with leadership on budgeting, forecasting, month end close, allocations and various analysis projects in support of the senior leadership team. The Senior Financial Analyst will recommend improvements to current procedures, plans, and controls to achieve financial objectives, and assists in implementing recommended enhancements. Responsibilities \& Qualifications Duties \& Responsibilities: Budgeting and Forecasting - Assist in the preparation of budgets and forecasts, working closely with the Leadership team to gather necessary information. Maintain financial models to support forecasting activities, ensuring they reflect current trends and project impacts. Conduct trend analysis to identify potential risks and opportunities, providing actionable insights to management. Monitor budget performance and provide regular updates to Leadership, highlighting variances and adjustments as needed. Reporting - Produces reports based on data analysis, company trends, and financial processes. Conveys patterns, problems, and areas of improvement. Conducts other internal reporting projects as needed. May develop process enhancements based on reporting. Business Support - Provides advanced support to management, associates, and other key groups via analysis output and financial expertise. Directs information and process updates across systems. Serves as an analytics resource to wider organization or business units, offering guidance and participating in strategic initiatives. May prepare documentation, presentations, or other materials for business purposes. Financial Support - Tracks performance across assigned systems, products, or business units, projects and identifies issues limiting potential gains. Recommends workflow changes to achieve financial goals or minimize financial impact. Assists management in implementing recommended changes, and in ensuring compliance Position Specific Skills Analytical skills - data Builds Productive Relationships Communication (Written and Verbal) Data Financial Reporting Profitability Analysis Qualifications Bachelor's Degree and 6 years of experience in Finance or Analytics OR High School Diploma or GED and 10 years of experience in Finance or Analytics Preferred Qualifications * 6+ years of FP\&A experience, including development and/or direct management of driver-based forecasting and allocations. * Experience with Hyperion Essbase and advanced Excel skills preferred * Strong work ethic, ability to work independently with limited management supervision * Ability to complete assigned responsibilities as a team and engage with business partners with a friendly, service-oriented attitude * Attention to detail in applying organization’s accounting policies and procedures * Ability to communicate clearly and work effectively in a complex work environment, including interacting well with increasingly senior partners and a wide variety of groups (financial planning \& analysis team, and accounting teams) * Understanding of project accounting and project financial reporting * Ability to handle several different responsibilities at the same time without loss of productivity or quality * Experience supporting enterprise agile teams. * Certifications: VMO Practioner, Certified Agile Leader 1 Additional Information The base pay for this position is generally between $93,886 and $125,181. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

Financial Planning & Analysis (FP&A) Analyst

Position Summary CSWI is seeking a highly analytical and business-oriented Financial Planning \& Analysis (FP\&A) Analyst to support a key operating segment by delivering financial insights, decision-making support, and strategic analysis that drive profitable growth, operational excellence, and shareholder value. This role serves as a trusted business partner to operational and financial leaders, providing data-driven insights that improve financial performance, operational efficiency, and long-term value creation. This position offers significant exposure to senior leadership and the opportunity to influence strategic decision-making within a growing publicly traded company. Key Responsibilities Financial Reporting \& Analysis * Support month-end close activities by reviewing results, validating data integrity, and coordinating with accounting teams to conduct profitability analysis by product line, customer, channel, business unit, facility, or project. * Analyze revenue, gross profit, operating expenses, EBITDA, working capital, cash flow, and other key financial metrics to identify business drivers, trends, risks, opportunities, and areas for improvement. * Perform variance analysis against budget, forecast, prior year, and strategic objectives, providing actionable insights and recommendations. * Partner with operational leaders to understand business performance, investigate variances, and develop recommendations to improve financial and operational results. * Support pricing initiatives, margin improvement efforts, capital investments, strategic projects, and operational improvement initiatives through financial analysis and business case development. Forecasting, Planning \& Budgeting * Support the development and execution of annual budgets, strategic plans, and periodic forecasting processes across the segment. * Partner with business leaders to develop financial projections aligned with operational plans and strategic objectives. * Perform scenario analysis, sensitivity modeling, and what-if analyses to assess the impact of changing business conditions and assumptions. * Evaluate forecast accuracy, monitor key business drivers, and provide recommendations to improve predictability and performance. * Translate operational activities and performance metrics into financial projections and business insights. * Support evaluation of strategic initiatives, acquisitions, growth opportunities, operational improvements, and organizational changes. Executive Reporting \& Presentation Development * Prepare executive-level reporting and PowerPoint presentations for Board meetings, operating reviews, quarterly business reviews, annual planning sessions, and strategic discussions. * Consolidate financial, operational, commercial, and market data into executive-ready reporting materials and recommendations. * Utilize effective data visualization and financial storytelling techniques to communicate complex information to leadership audiences. * Collaborate with finance, accounting, operations, sales, supply chain, manufacturing, and executive leadership teams to support informed decision-making. * Serve as a trusted financial partner by providing analytical support and business insights that drive performance improvement and strategic decision-making. Reporting \& Process Improvement * Develop and enhance automated reports, dashboards, scorecards, and performance metrics that provide actionable business insights. * Design and enhance reporting solutions utilizing ERP systems, business intelligence platforms, planning tools, and advanced analytics capabilities. Drive process improvements through automation, standardization, and continuous improvement initiatives. * Support implementation, optimization, and enhancement of ERP, financial planning, and reporting systems. * Ensure consistency, accuracy, and integrity of financial and operational data through effective controls, governance, and reporting standards. * Support financial transformation, reporting modernization, and other initiatives that improve organizational effectiveness. Drive self-service reporting capabilities that enhance transparency and promote data-driven decision-making. Qualifications (Knowledge \& Skills) Financial \& Business Acumen * Strong understanding of accounting, corporate finance, budgeting, forecasting, and the financial drivers of manufacturing, distribution, and project-based businesses. * Ability to interpret financial statements and understand the operational drivers that influence revenue, profitability, cash flow, and return on investment. * Experience analyzing business performance, identifying trends, assessing risks, and developing actionable recommendations. Analytical \& Problem-Solving Skills * Advanced analytical and problem-solving capabilities with the ability to synthesize large volumes of financial and operational data into meaningful business insights. * Experience with variance analysis, profitability analysis, trend analysis, forecasting, scenario modeling, and business case development. * Strong financial modeling skills, including forecasting, scenario analysis, business case development, and support of strategic planning and investment decisions. Technical \& Systems Proficiency * Advanced proficiency in Microsoft Excel and PowerPoint. Experience developing dashboards, reporting solutions, and analytical visualizations using Power BI or similar business intelligence tools. * Experience with financial planning, consolidation, ERP, and business intelligence systems such as OneStream, Power BI, Oracle, SAP, Microsoft Dynamics, Hyperion, or similar platforms. * Experience working with large datasets and reporting tools to automate and enhance decision-support capabilities. Communication \& Business Partnership * Excellent verbal, written, and presentation skills with the ability to communicate complex financial information to both finance and non-finance audiences. * Ability to prepare and present financial analyses, forecasts, business cases, and operating results to executive leadership audiences using effective business storytelling and data visualization techniques. * Proven ability to build strong cross-functional relationships and influence decisions through fact-based analysis and sound business judgment. Professional Attributes * Self-motivated, intellectually curious, and committed to continuous learning and development. * Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. * High attention to detail, accuracy, and accountability. * Strategic mindset with the ability to balance short-term execution and long-term business objectives. * Strong ethical standards and commitment to professionalism, integrity, and financial stewardship. What Success Looks Like Successful candidates will: * Provide accurate, timely, and actionable financial reporting and analysis. * Deliver high-quality executive reporting and presentations that support informed decision-making by leadership and the Board. * Become a trusted financial partner to operational and business leaders. * Improve forecasting accuracy and visibility into business performance. * Identify risks and opportunities that drive improved financial and operational results. * Enhance reporting, analytics, and planning processes through continuous improvement. * Demonstrate increasing business acumen and readiness for expanded responsibilities. Requirements * Bachelor's degree in Finance, Accounting, Economics, or a related field required. * CPA, CMA, CFA, MBA, or progress toward a professional certification preferred. * 3-5 years of experience in Financial Planning \& Analysis or Corporate Finance. * Experience supporting manufacturing, industrial, construction, or project-based business environments strongly preferred. * Successful completion of a background check and drug screening is required. Work Environment * Physical Conditions: This position operates in a professional office environment and regularly uses standard office equipment. The role requires prolonged periods of sitting, computer use, and data analysis. * Location: This position is based in Boise, Idaho. Employees are expected to work on-site and be available to perform the essential functions of the role during scheduled work hours. Why Join CSWI? This position offers a clear career path to Senior FP\&A Analyst, Finance Manager, and other leadership opportunities across the CSWI organization. This role provides a unique opportunity to work directly with business leaders, influence key decisions, and gain exposure to executive leadership and Board-level reporting within a growing publicly traded company. The successful candidate will play an important role in driving profitable growth, operational excellence, and long-term value creation while building a strong foundation for future career advancement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Financial Analyst 1-FP&A

$78,000 - $100,672/yr

Job Summary: The Financial Analyst 1-Financial Planning \& Analysis provides comprehensive and coordinated financial analysis services. Assists in the investment and financial analysis process by analyzing available data to forecast business, industry or economic conditions. Prepares action plans or presentations used to provide recommendations to department heads and administrative leadership regarding future investments and financial status. Uses analysis to identify and implement financial improvement initiatives. Performs other duties as needed. Education and Experience: Bachelor's Degree required. Master's Degree or financial relevant certification preferred. Minimum one-year financial analysis or related experience preferred. Knowledge and Skills: Able to extract data from multiple financial systems and manipulates with ease and accuracy. Strong Skills in at least one of the following: Problem Solving, Project Management, Financial or Accounting Reporting, Statistical Analysis, Business Intelligence Tools (Power BI/Tableau), or SQL. Able to read, write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction. Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position. Licensures and Certifications: Certified Public Accountant (CPA), Certified Healthcare Financial Professional (CHFP), any other financial relevant certification or Master's Degree preferred.