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 othe…

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