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Financial Planning & Analysis (FP&A) Analyst

Financial Planning & Analysis (FP&A) Analyst

Encon Heating & ACStratford, CT, US
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Job Description

Job Description

Description :

We’re seeking a motivated and detail-oriented Financial Planning & Analysis (FP&A) Analyst to join our finance team. In this role, you'll support the financial planning, budgeting, forecasting, and reporting functions that help guide strategic decision-making across the company. You'll also play a key role in audit preparation, capital expenditure tracking, and ensuring financial compliance.

This is an excellent opportunity to grow your career in FP&A within the dynamic and essential construction industry. You'll gain hands-on experience, work closely with senior leadership, and contribute to high-impact initiatives.

Job Responsibilities :

Financial Analysis & Reporting :

  • Assist in preparing monthly, quarterly, and annual financial reports
  • Analyze financial performance and key metrics (e.g., revenue, margins, costs)
  • Identify trends, risks, and opportunities, and communicate insights to leadership

Budgeting & Forecasting :

  • Support the annual budgeting process and rolling forecasts
  • Assist in building financial models and gathering department-level inputs
  • Maintain and update financial forecasts based on changing business needs
  • Cost & CapEx Monitoring :

  • Track and analyze operating expenses across departments
  • Monitor and report on capital expenditures (fleet, tools, equipment, office assets)
  • Ensure alignment with approved budgets and assist in depreciation tracking
  • Variance & Performance Analysis :

  • Perform variance analysis of SG&A and operational costs
  • Identify and explain deviations from budget or forecast to senior management
  • Audit & Compliance Support :

  • Assist with interim and year-end financial audits
  • Prepare supporting schedules and documentation for auditors
  • Help ensure compliance with GAAP and regulatory requirements
  • Data Management & Systems :

  • Leverage Excel, Power BI, and ERP / GL systems (e.g., Sage Intacct, QuickBooks, ServiceTitan)
  • Maintain accurate financial data and support reporting automation
  • Ad-Hoc & Strategic Projects :

  • Provide analytical support for special projects and initiatives
  • Help improve reporting and planning processes through automation and best practices
  • Required Skills & Experience :

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 5-7 years of relevant experience in FP&A, accounting, or audit (internships considered)
  • Advanced Excel skills; ability to analyze and manipulate large datasets
  • Strong understanding of financial statements and core accounting principles
  • Analytical mindset with attention to detail and accuracy
  • Excellent communication skills and the ability to convey complex financial data clearly
  • Preferred but not required :

  • Experience in the construction or real estate industry
  • Familiarity with work-in-progress (WIP) accounting and revenue recognition
  • Exposure to audit preparation and compliance processes
  • Understanding of CapEx tracking, asset capitalization, and depreciation methods
  • Experience with financial systems such as Sage Intacct, QuickBooks, or BI tools
  • Requirements :

    Eligibility Requirements

  • Employment / education will be verified.
  • Applicants must be currently authorized to work in the United States on a full-time basis.
  • Encon is a drug free workplace and requires post-offer pre-employment drug testing.
  • Must have reliable transportation with a valid driver’s license.
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