About This Role
This new position is for a Financial Planning and Analysis (FP&A) Analyst to establish and expand the company's financial planning and business analysis capabilities. Working closely with the CFO, Controller, Sales, and Operations, the analyst will translate financial and operating data into practical recommendations that improve profitability, cash flow, and operating performance. The role requires hands-on analysis, proficiency with AI tools, sound business judgment, and the ability to build repeatable processes as management’s information needs grow.
Responsibilities
- Coordinate the annual budget and rolling forecast with the CFO and department leaders; document assumptions, responsibilities, and deadlines
- Build driver-based models linking sales volume, pricing, product mix, paper costs, labor, freight, and plant capacity to earnings and cash flow; evaluate alternative scenarios and forecast accuracy
- Develop and maintain integrated three- to five-year financial forecasts, including pro forma income statements, balance sheets, and cash flow projections, using growth assumptions provided by senior leadership and documented operating, working capital, capital spending, and financing assumptions
- Prepare base, upside, and downside scenarios and sensitivity analyses; explain the impact on profitability, liquidity, funding needs, and capacity, and update projections as leadership assumptions and business conditions change
- Prepare monthly and year-to-date reporting against budget, forecast, and prior periods; explain key variances, emerging trends, risks, and recommended actions
- Develop useful reports and dashboards for executives, department managers, and operating teams; support management and Advisory Board financial presentations
- Analyze contribution margin by customer, product, order, and machine where data supports reliable conclusions; assess contribution per machine hour and use of constrained capacity
- Evaluate pricing, customer mix, run size, setup time, and freight; quantify improvement opportunities and support Sales and management decisions
- Support cash forecasting and analyze working capital drivers, including receivables, inventory, and payables
- Evaluate capital expenditures and operating initiatives using payback, return on investment, and discounted cash flow as appropriate; compare actual benefits with approved business cases
- Work with the Controller and IT to reconcile analytical reports to financial records, establish consistent KPI definitions, and improve data from Amtech EnCore and other systems
- Build and maintain Excel models and BI reporting; automate recurring analysis, document data sources and assumptions, and apply appropriate review and confidentiality controls
- Use Microsoft Copilot, Claude, and ChatGPT to support financial analysis, modeling, reporting, and workflow automation; validate outputs against source data and apply company confidentiality and data security requirements