What are the responsibilities and job description for the Analyst, Financial Planning & Analysis position at Thermo Systems?
Who We Are
Thermo Systems is a global, full-service control systems integration partner, delivering world-class automation solutions in the District Energy, Life Sciences, and Mission Critical markets. Our diverse leadership and dedicated engineering team are committed to excellence and consistent growth. Our unique company culture, known as "The Thermo Way," strengthens our team by fostering an environment where all members perform their best.
Our commitment to being unified, dynamic, and delivering excellence is evident in how we build trusting relationships through connection and camaraderie, ability to adapt, and focus on integrity and success. These values guide our daily operations and interactions, setting the standard for our team's behavior. As we continue to grow and evolve, "The Thermo Way" supports our goals of becoming a world-class organization, ensuring employee success, customer success, and financial strength.
Job Summary
We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives.
Serves The Company In The Following Capacities
Financial Analysis:
Model Thermo Systems core values of employee success, customer success and financial strength by:
Thermo Systems provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
Thermo Systems is a global, full-service control systems integration partner, delivering world-class automation solutions in the District Energy, Life Sciences, and Mission Critical markets. Our diverse leadership and dedicated engineering team are committed to excellence and consistent growth. Our unique company culture, known as "The Thermo Way," strengthens our team by fostering an environment where all members perform their best.
Our commitment to being unified, dynamic, and delivering excellence is evident in how we build trusting relationships through connection and camaraderie, ability to adapt, and focus on integrity and success. These values guide our daily operations and interactions, setting the standard for our team's behavior. As we continue to grow and evolve, "The Thermo Way" supports our goals of becoming a world-class organization, ensuring employee success, customer success, and financial strength.
Job Summary
We are seeking a driven Financial Planning & Analysis (FP&A) Analyst to join our growing team. The position will play a crucial role in supporting financial planning and analysis activities, with a focus on developing financial models, utilizing data visualization tools (e.g., Power BI), and assisting in strategic decision-making processes. This position offers the opportunity to work closely with senior management, private equity investors, and cross-functional teams to drive the organization's financial objectives.
Serves The Company In The Following Capacities
- Assist in financial analysis, strategic planning and financial reporting, which may include acquisitions and geographic expansion.
- Reports to the Manager, Financial Planning and Analysis (FP&A).
- Works closely with Chief Financial Officer (CFO) and private equity (PE) investors for all financial reporting needs.
- Work cross-functionally to achieve the goals of the global finance organization.
- Bachelor’s degree in accounting, Finance, Business Management, Economics, or related field preferred
- 2 years’ experience in financial analysis, planning, and budgeting.
- ~4 years of professional work experience.
- Experience in management consulting, public accounting, or investment banking is a plus.
- Proficiency in financial modeling, data analysis, and advanced Excel and PowerPoint skills.
- Experience with Power BI tools to create dashboards and KPIs is preferred.
- Strong analytical and problem-solving abilities with attention to detail.
- Excellent communication and presentation skills, with the ability to translate complex financial concepts into actionable insights.
- Ability to work effectively in a team environment and across multiple business units.
Financial Analysis:
- Conduct thorough financial analysis, including reviewing financial statements, performing scenario analysis, and evaluating trends.
- Prepare monthly management discussion and analysis (MD&A) reports for distribution to senior management and stakeholders.
- Develop and maintain comprehensive financial models to support strategic decision-making and resource allocation.
- Monitor key performance indicators (KPIs) and business drivers to identify optimization opportunities.
- Create and maintain standardized reporting templates and dashboards using Excel and Power BI to facilitate data-driven decision-making.
- Assist in leading the budgeting process by collaborating with department heads and senior management to align financial goals with strategic objectives.
- Develop integrated budgeting models incorporating detailed assumptions and strategic scenarios.
- Conduct regular budget reviews, identifying areas of concern and recommending actions for goal attainment.
- Assist in developing long-term strategic plans, including dynamic financial modeling and growth assumptions.
- Support the development and oversight of board meeting presentations.
- Prepare financial reports, including monthly, quarterly, and annual financial statements with commentary.
- Collaborate with cross-functional teams to ensure consistency in financial reporting and alignment of financial information.
- Proficiency in Management Information Systems (MIS), accounting principles, and database management.
- Ability to leverage MIS and database management tools for data analysis and reporting purposes.
- Self-starter in building new financial reports and modules.
- Proof of eligibility to work in the country where the position is located is required.
- Maintain a valid driver's license.
- Fit for Duty at all times
Model Thermo Systems core values of employee success, customer success and financial strength by:
- Seeking new and additional business through project change orders, additional services to existing customers, and referrals for new customers/projects. Drive financial success.
- Be a good teammate, support your colleagues, promote a positive atmosphere for those around you. Drive employee success.
- Go the extra mile for your customer, take ownership of their needs, over communicate. Drive customer success.
- Foster an environment of integrity, trust, collaboration, professionalism, serving one another, leading by example, and assuming good intent each and every day.
- Competitive salary, annual bonuses, 401(k) with company match, and business travel reimbursement: We appreciate our employees, and we make sure they know it.
- Benefits: We offer full-time employees multiple healthcare packages, including low-cost options.
- Casual Dress: Every day is "Casual Friday"; we want you to be comfortable when you come to work.
- Training: We offer in-house and factory technical training to keep our staff sharp.
- Tuition Reimbursement: We encourage academic advancement and professional credentialing.
- Vacation/Sick Time: We believe work-life balance is essential. Ensuring our employees have time to truly relax and recharge is important to us.
- Culture & Extras: We provide free lunches, regular team bonding & fun office events, and plenty of company swag.
Thermo Systems provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.
