Financial Analyst- FP&A Systems

About this role

At PBI-Gordon Companies, and our subsidiaries PBI-Gordon Corporation, Pegasus Laboratories, and PetAg, Inc, our priority is people, pets, and the places they go. As employee owners, we support each other in building our careers as well as our companies. Our foundation is rooted in integrity, innovation, partnership, and pride. Come grow with us!

Reports to: Director of FP&A

Position Summary This role will be responsible for maintaining planning models, improving reporting capabilities, and supporting forecasting and analysis across the organization. The ideal candidate combines strong technical aptitude with financial acumen and is interested in building scalable FP&A processes through systems.

Compensation & Benefits

• Employee Ownership (ESOP):  Company-funded retirement contribution of approximately 18% of pay, plus 401(k)

• Competitive base salary with performance-based bonus opportunity

• Comprehensive benefits package: Medical, Dental, Vision, Life, Disability, FSA, and Pet Insurance

• Generous paid time off, paid holidays, and parental leave

• Fitness and tuition reimbursement programs

Essential Duties & Responsibilities

• FP&A Systems Ownership

• Support day-to-day administration of Prophix, including data loads, model maintenance, and user support

• Build and enhance budgeting and forecasting templates within Prophix

• Maintain and improve financial models, workflows, and reporting structures

• Partner with IT and Finance to ensure accurate and timely data integration (e.g., ERP systems such as D365)

• Assist in developing dashboards and reports to improve visibility into business performance

• Troubleshoot system issues and support continuous improvement of the platform

• Forecasting & Budgeting

• Support monthly forecasting and annual budgeting processes within Prophix

• Compile, validate, and consolidate inputs from business units

• Assist in maintaining driver-based planning models and key assumptions

• Ensure consistency and standardization across planning processes

• Financial Analysis & Reporting

• Perform variance analysis (actual vs. budget/forecast) and identify key business drivers

• Support preparation of monthly management reporting and KPI tracking

• Assist with analysis across revenue, margin, and operating expenses

• Contribute to ad hoc analysis (pricing, cost trends, profitability, etc.)

• Cross-Functional Support

• Work with Sales, Operations, and other business teams to gather inputs and provide insights

• Help translate operational metrics (volume, pricing, productivity) into financial impact

• Support improvements in visibility and decision-making through better reporting

• Process Improvement

• Identify and implement opportunities to automate and streamline FP&A processes

• Document system workflows, reporting logic, and planning processes

• Support best practices in financial planning systems and data governance

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field

• 1–3+ years of experience in FP&A, finance, accounting, or related role

• Experience with Prophix strongly preferred (or similar FP&A tools)

• Advanced Excel skills (modeling, data analysis)

• Experience with ERP systems (e.g., D365) and data integration is a plus

• Familiarity with Power BI or other reporting tools preferred

• Strong analytical and problem-solving skills

• Detail-oriented with ability to manage multiple priorities

Work Environment & Culture

PBI-Gordon Companies offers a collaborative, employee-owned environment where accountability, partnership, and continuous improvement are valued. Team members are encouraged to contribute ideas, develop professionally, and grow their careers alongside the business.

Equal Opportunity Employer

PBI-Gordon Companies is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.

Ready to Apply?

If you're passionate about financial analysis and reporting, advanced Excel-based modeling, and integrating FP&A systems with ERP platforms like D365, we'd love to hear from you.

Apply today to join an employee-owned organization committed to transparency, long-term growth, and continuous improvement.

PBI-Gordon Companies and its subsidiaries are proud to offer a comprehensive benefits package to eligible, full-time employees who work 30 hours per week or more. Full-time employees will become eligible to participate in benefits on the first of the month following their start date, unless stated otherwise below. (Note: Interns do not qualify for eligibility.)

Medical Insurance

We are committed to helping you and your dependents maintain health and wellness by offering voluntary, competitive medical insurance and prescription drug plan options.

Dental Insurance

Choose from two voluntary dental plans that are designed to help protect you and your dependents’ oral health.

Vision Insurance

Our voluntary vision insurance plan is designed to help protect you and your dependents eye health. Coverage is available for eye exams, frames, lenses, and contact lenses. Employee owners are responsible for 100% of the cost of this plan.

Life Insurance with Accidental Death & Dismemberment (AD&D)

We offer a company-paid $50,000 life insurance policy with AD&D. You also have the opportunity to purchase additional life and AD&D insurance for yourself, your spouse and/or your dependent children. The cost for this coverage is based on the amount you elect and your age.

Short- and Long-term Disability

Our company-paid short-term and long-term disability plans to provide income replacement in the event you are not able to work due to illness or injury. Short-term disability will provide 70% income replacement up to $1,350 per week and long-term disability will provide 60% income replacement up to $5,000 per month.

Employee Assistance Program (EAP)

EAP Services are company paid to benefit all employee-owners and

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