Financial Planning Analyst

We are Techmer PM - the world's foremost materials design firm, creating custom polymers that make up essential products. Through our long-standing partnerships with processors, original equipment manufacturers, and product designers, we've worked for decades to tackle manufacturing and business challenges through sustainable, future-minded solutions.

We are currently seeking a Financial Planning Analyst for our Headquarters in Clinton, TN. This position will be on the 1st Shift, (Monday - Friday 8 a.m. - 5:30 p.m.) This is a salary position with a range of $60,000-$70,000.

Location: Headquarters - Clinton, TN

Department: Finance

Reports To: CFO

Position Overview

The Financial Planning Analyst is responsible for supporting the organization's financial planning, forecasting, budgeting, reporting, and business analysis activities. This role partners closely with Finance leadership and cross-functional business leaders to analyze financial performance, identify trends, evaluate risks and opportunities, and provide actionable insights that support informed decision-making.

The ideal candidate will bring a strong financial foundation, advanced analytical capability, and a continuous improvement mindset, with the ability to translate complex financial data into clear recommendations for leadership.

Key Responsibilities

• Support annual budgeting, monthly forecasting, and long-range planning processes across business units and functional areas.
• Prepare financial models, variance analyses, dashboards, and management reports to evaluate performance against plan, forecast, and prior-year results.
• Analyze revenue, margin, cost, working capital, inventory, and operating expense trends to identify key business drivers, risks, and opportunities.
• Partner with department leaders to gather forecast inputs, explain results, validate assumptions, and support data-driven business decisions.
• Develop clear financial presentations and executive-level summaries that communicate insights, recommendations, and performance trends.
• Support month-end close activities by reviewing financial results, researching variances, and partnering with Accounting to ensure reporting accuracy.
• Maintain and improve financial reporting tools, templates, and processes to increase accuracy, efficiency, and visibility to key performance indicators.
• Analyze manufacturing performance metrics, including standard cost variances, production efficiency, labor utilization, scrap, inventory turns, freight, absorption, and plant-level operating expenses.
• Provide analytical support for strategic initiatives, capital projects, pricing analysis, cost savings opportunities, and other business cases.

Competencies

• Financial Acumen: Understands financial statements, business drivers, cost structures, and the connection between operational activity and financial results.
• Analytical Thinking: Evaluates complex data, identifies patterns, validates assumptions, and develops practical conclusions.
• Business Partnership: Builds effective relationships with cross-functional leaders and communicates financial information in a clear, useful manner.
• Attention to Detail: Produces accurate, reliable work while recognizing the broader business implications of the analysis.
• Problem Solving: Uses data and sound judgment to investigate issues, recommend solutions, and support continuous improvement.
• Communication: Presents financial insights, risks, and recommendations in a concise and professional way for both finance and non-finance audiences.

Knowledge, Skills, and Abilities

• Strong knowledge of budgeting, forecasting, variance analysis, financial modeling, and management reporting practices.
• Ability to interpret income statements, balance sheets, cash flow information, and key operational metrics.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, lookups, data validation, and financial model development.
• Proficiency with PowerPoint and the ability to prepare professional presentations for leadership review.
• Experience using Microsoft Dynamics 365 Finance and Operations or similar ERP systems to extract, analyze, and report financial, operational, inventory, costing, and manufacturing data; familiarity with Power BI or other business intelligence/reporting platforms preferred.
• Knowledge of manufacturing finance concepts, including standard costing, bill of materials, routings, inventory valuation, cost of goods sold, overhead allocation, production variances, and plant profitability analysis.
• Ability to manage multiple priorities, meet deadlines, maintain confidentiality, and work effectively in a fast-paced environment.

Minimum Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.
• Up to two years or more of professional experience in financial planning and analysis, corporate finance, accounting, or a closely related analytical finance role.
• Demonstrated experience with budgeting, forecasting, financial reporting, variance analysis, and financial modeling.
• Strong proficiency with Microsoft Excel and financial reporting tools required.
• Experience supporting financial analysis in a manufacturing, multi-site, plant operations, inventory, or cost-accounting environment preferred.
• Hands-on experience with Microsoft Dynamics 365 Finance and Operations, including general ledger, budgeting/forecasting, inventory, cost accounting, procurement, production, or financial reporting modules preferred.
• MBA, CPA, CMA, or other relevant certification preferred but not required.