Financial Planning and Analysis Specialist

Is This for You

Are you looking for an environment that fosters a people-first culture with a high priority on your personal and professional growth? Then Trust Automation is the place for you! With so many new and innovative sectors that continue to scale our business, we are seeking a highly skilled and motivated Senior Financial Analyst to join our revolutionary finance team. Our accounting team members are not just number crunchers. They are innovative thinkers, creative problem solvers and subject matter experts on everything from implementing a new ERP system to becoming CMMC compliant. If you are excited about growth, then we are excited about you!

Who We Are

Trust Automation has over 35 years of experience in custom motors, linear drives, digital drives, and systems which meet the unique needs of its customers. Its product line includes motors, linear drives, digital drives, custom assemblies, and products to fit unique applications and ground-up system design and manufacturing solutions.  We design, build and support control and power management systems for the most demanding defense, semiconductor, industrial automation, and medical applications.

Trust Automation is an equal opportunity employer and committed to attracting, hiring, developing, and retaining a skilled, productive, and diverse workforce, personnel with competencies and experience related to the regional and State population.  Every employee has an “at-will” relationship with Trust Automation.  This means that employment with Trust Automation is at the mutual consent of the employer and the employee and is subject to termination by either party at will, with or without cause or advance notice.

Job Summary

The Financial Planning and Analysis Specialist will play a leadership role in supporting the Accounting and Finance department by driving financial strategy, managing complex budgets, and developing financial models to support high-level decision-making. The ideal candidate will have experience working with government contracts and a proven track record of financial leadership.

Duties and Responsibilities

• Lead the preparation, management, and oversight of the company’s annual budgets, ensuring alignment with strategic goals.
• Build and maintain complex financial models and perform in-depth scenario analysis to inform executive-level decisions.
• Develop accurate financial forecasts, including strategic analysis of indirect cost trends and future rates.
• Calculate and manage indirect rates; prepare and submit provisional billing rates in compliance with government guidelines.
• Prepare and submit Incurred Cost Submissions (ICS) to meet government contract requirements.
• Lead pricing efforts for cost proposals on new and existing government contracts.
• Conduct variance analysis, identify financial risks, and provide actionable insights to support business performance.
• Maintain accurate and organized financial documentation and drive continuous process improvements.
• Collaborate with cross-functional teams (e.g., Contracts, Sales, Program Management) to align financial strategies with organizational priorities.
• Support DCAA audits and external reviews by preparing documentation and ensuring compliance.
• Monitor contract funding, track financial performance, and provide timely updates to stakeholders.
• Ensure adherence to internal policies and federal regulations related to financial activities.
• Champion the implementation of enhanced financial tools and reporting systems (e.g., Power BI, ERP upgrades).
• Participate in special projects and ad hoc financial analysis as needed.

Position Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodation may be provided to enable individuals with disabilities, who are otherwise qualified, to perform the essential functions.

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 5 years of experience in financial planning & analysis, preferably within a government contracting environment.
• Strong knowledge of budgeting, forecasting, and financial reporting.
• Proven ability to support financial strategy and influence senior leadership.
• Advanced Excel skills and experience with ERP systems (preference for Dynamics 365 Finance & Operations).
• Experience using Power BI or similar data visualization tools.
• Excellent verbal and written communication skills, with the ability to present complex data clearly.
• Highly organized and detail-oriented, with the ability to juggle multiple priorities.
• Demonstrated experience working cross-functionally to solve problems and deliver results.
• Familiarity with DCAA audits, Incurred Cost Submissions, and government cost proposal preparation.
• Strong analytical and problem-solving skills, with the ability to work independently and lead projects.
• Must be willing to participate in a secure identity verification process as required to access client and government portals.

Physical Requirements

• Hearing and speaking to exchange information in person, on the telephone or virtually.
• Dexterity of hands, fingers, and wrist to operate a computer keyboard, calculator or assemble/manufacture intricate items.
• Seeing to read a variety of materials.
• Sitting or standing for extended period of time
• Physical agility to lift 20 pounds to shoulder height.
• Physical agility to lift, carry, push, or pull objects.

Pay/Salary Information Pay scale for this position - $85,529.00- $105,000.00 annually

By submitting your application, you acknowledge that you have read and understand the information provided within. You certify that the information contained in this application is correct to the best of your knowledge. You understand that to falsify information is grounds for refusing to hire, or for discharge should you be hired.