Aston Carter · 1 day ago
Lead Financial Planning Analyst
Novi, MI
Full-time
Onsite
Mid, Senior Level
$100K/yr - $115K/yr
5+ years expAston Carter provides world-class corporate talent solutions and is seeking a Lead Financial Planning Analyst. This role supports commercial decision-making and strategic planning, delivering data-driven insights to guide financial performance and partnering with sales and executive leadership.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Provide financial insights and decision support on revenue, margin, pricing, and product mix
Analyze and report monthly bookings, billings, and profitability by region, customer, and product group, highlighting key trends and opportunities
Prepare detailed P&L reports for sales centers
Support sales teams with accurate bookings and billings forecasting
Monitor performance against targets and KPIs, collaborating with commercial leaders to understand variances and implement corrective actions
Lead annual budget, mid-term planning, and quarterly forecasting processes for sales, gross margin, and cost centers, ensuring alignment with group guidelines
Conduct variance analysis to explain differences between actual and budgeted results, providing actionable insights
Develop and enhance financial forecasting models, ensuring accuracy and transparency
Analyze and revalue stock, collaborating with sales to manage aged inventory
Monitor and analyze personal and operational expenses against forecasts, coordinating reclassifications with accounting as needed
Track and report financial risks and opportunities, offering early warnings and proposing mitigation strategies
Support the development of strategic planning materials, including long-range plans and growth opportunity assessments
Collaborate across departments to understand financial needs and develop supportive business plans
Calculate commissions for third-party representatives
Develop financial models for capital investment proposals, business cases, and strategic initiatives
Analyze ROI, NPV, payback period, and scenario outcomes for capital projects, expansion plans, and new product introductions
Partner with cross-functional teams to build project budgets, monitor spend, and report on financial progress
Coordinate with group controlling and update relevant financial systems, ensuring alignment with accounting
Qualification
Required
Bachelor's degree in Finance, Accounting, Economics, or related field
5+ years of experience in FP&A, business controlling, or commercial finance roles
Advanced Excel modeling skills and proficiency in financial planning systems (e.g., SAP, Power BI, or similar)
Strong analytical and problem-solving abilities
Knowledge of accounting principles and financial reporting standards
Excellent communication skills, both verbal and written
Preferred
Advanced certifications (MBA, CPA, CMA) preferred
Experience in manufacturing or B2B environments preferred
Understanding of financial ratios and key performance indicators (KPIs)
Ability to influence non-financial stakeholders
Benefits
Full benefits, will share benefit guide with vetted candidates
Company
Aston Carter
Aston Carter is a staffing and recruiting company providing risk and compliance services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-31Acquired
Leadership Team
Juan Pablo McCausland-PHR, CDP
Human Resources Business Partner
Sherry Guevara
Regional Human Resources Partner-West Region
Recent News
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