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.
