Financial Planning Analyst

Lewis Bakeries • Murfreesboro, TN

4d

About The Position

The Financial Analyst (FP&A) supports the Company’s budgeting, forecasting, financial modeling, and performance reporting processes across a multi-site manufacturing and distribution environment. This role partners with Finance, Operations, Sales, and Supply Chain to analyze business performance, develop forecasts, and provide data-driven insights that support operational and strategic decision-making. The ideal candidate will have strong analytical and Excel skills, the ability to work with large datasets, and an interest in understanding the financial drivers of a manufacturing business.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• 1–2 years of experience in FP&A, corporate finance, public accounting, or a related analytical role (internships or co-op experience may qualify).
• Strong proficiency in Microsoft Excel including pivot tables, lookup functions, and financial modeling fundamentals.
• Solid understanding of financial statements and variance analysis.
• Ability to work with large datasets and maintain accurate, well-structured analytical files.
• Strong written and verbal communication skills with the ability to present insights clearly.
• High attention to detail and willingness to learn the operational drivers of the business.

Nice To Haves

• Experience with Sage ERP, Intacct, or similar ERP systems (e.g., NetSuite, Microsoft Dynamics, SAP).
• Exposure to business intelligence tools such as Power BI or Tableau.
• Familiarity with manufacturing financial metrics and driver-based planning models.

Responsibilities

• Support the annual budget and rolling forecast processes across revenue, cost of goods sold, operating expenses, and capital expenditures.
• Maintain and enhance driver-based financial models and forecasting assumptions.
• Track actual performance against plan and update forecasts based on changing business conditions.
• Assist with long-range planning, scenario analysis, and sensitivity modeling related to key business drivers such as volume, pricing, product mix, labor, commodities, and freight.
• Prepare monthly financial reporting packages including variance analysis, performance dashboards, and P&L bridges.
• Analyze performance trends across plants, product lines, and distribution routes.
• Develop and maintain standardized KPI reporting including contribution margin, productivity metrics, and route profitability.
• Translate financial results into clear insights to support operational decision-making.
• Partner with Operations, Supply Chain, and Sales to evaluate productivity initiatives, pricing actions, and customer profitability.
• Support cost-to-serve analysis and margin improvement initiatives.
• Assist in evaluating capital investments and strategic initiatives.
• Provide ad hoc financial analysis to support business leaders.
• Collaborate with Accounting during the month-end close process, including accrual analysis, reconciliations, and financial review.
• Reconcile financial data between ERP systems and reporting models.
• Assist with improving financial reporting structures, master data accuracy, and documentation of FP&A processes.

Benefits

• Family-owned and operated since 1925
• Competitive compensation
• Comprehensive benefits including medical, dental, 401(k), and company-paid life and disability insurance
• Paid vacation and holidays
• Growth and development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level