Play a significant role in the preparation of the annual Budget, quarterly Forecasts and Long-Range Plan for the Direct business
Develop and maintain detailed financial models that generate insights into sales/demand pipeline, pricing and other key operational metrics
Partner with the SVP, Sales to identify opportunities for sustainable growth in Equipment Revenue and margins
Partner with the Director, Coffee and Consumables to identify opportunities for sustainable Revenue growth in Enhanced Water, Coffee and Consumables and margin improvement
Develop and deliver accurate and insightful monthly financial reports, variance analyses, and performance dashboards to drive informed operational decision making
Continuously enhance financial processes, reporting accuracy, and forecasting tools and methodologies for scalability and efficiency
Drive automation and efficiency in FP&A processes
Prepare and present variance analysis and executive level reporting to the Culligan Quench leadership team
Develop, maintain, and expand relationships with the operational leaders of the Direct business as well as the broader Culligan Quench finance team
Travel periodically to company headquarters in King of Prussia, PA for team meetings and strategic planning sessions

Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA a plus)
5-7 years of progressive experience in Corporate FP&A or financial analysis roles
Strong knowledge of financial planning, budgeting, forecasting, and modeling
Advanced proficiency in Microsoft Excel and financial reporting systems (e.g., Hyperion)
Experience with ERP systems is a plus
Excellent communication, presentation, and interpersonal skills
Highly organized, detail-oriented, and able to manage multiple priorities in a remote environment
Comfortable working independently and collaboratively across all levels of the organization

Senior FP&A Analyst – Direct

Key skills