FP&A Analyst

About the role

The FP&A Analyst is a core member of the corporate finance team, supporting budgeting, forecasting, reporting, and analysis across a multi-subsidiary organization. This role partners closely with divisional and subsidiary leaders to consolidate financial results, support budgeting and reforecast cycles, and turn raw ERP data into decision-ready, valuable insights for senior leadership. The ideal candidate is analytically rigorous, comfortable working with large datasets across many operating entities, and eager to build skills across the technical (modeling, BI, ERP), the strategic (long-term planning, business cases, market intelligence), and the financial areas (reporting, budgeting, forecasting, analysis). In this position, you will own the integrity and timeliness of financial models that drive consensus across the business. You will translate complex operational realities into clear narratives that align the executive team on performance and risk. You will act as a financial partner embedded in operational workflows, ensuring that every decision is backed by robust analysis. You will steward the data platforms that power confidence in our planning, consolidation, and strategic choices.

Key facts

What you'll do

• Coordinate and drive the annual budget and periodic reforecast cycles, synthesizing inputs and monitoring strict deadlines across all divisions and subsidiaries.
• Architect and sustain rolling financial models that project revenue, cost, margin, and cash flow at both the subsidiary and consolidated levels with an emphasis on clarity and auditability.
• Orchestrate the preparation and automation of materials for Monthly Business Reviews (MBRs) and divisional performance reviews to ensure timely insight delivery.
• Consolidate monthly financial results across the full portfolio of operating entities and execute rigorous reconciliation to source systems for accuracy.
• Produce recurring management reporting packages, KPI dashboards, and deep variance analyses that compare actuals to budget, forecast, prior year, and prior month performance.
• Maintain and enhance reporting templates and workbooks to guarantee consistency, reliability, and scalability across the entire entity portfolio.
• Enable long-range planning and multi-year financial projections by building scenarios that stress-test assumptions and clarify trade-offs.
• Partner on strategic initiatives, market intelligence gathering, business case development, and investment analyses to quantify opportunity cost and risk.
• Evaluate the financial implications of pricing strategies, cost structure changes, growth initiatives, and capital investments to guide leadership decisions.
• Translate strategic direction into measurable financial plans by collaborating closely with leadership and cross-functional teams.
• Continuously review, investigate, and analyze core financial and operational metrics to uncover trends, variances, and emerging risks.
• Convert analytical findings into actionable measures that support both short-term execution and long-term strategic goals.
• Perform ad-hoc financial and operational analysis to inform strategic and operational decisions across the business.
• Partner with accounting, operations, and subsidiary finance teams to diagnose results, improve data quality, and close gaps in understanding.
• Develop and institutionalize best practices and process standards to ensure reliable execution, clear documentation, and consistent outcomes across functions and subsidiaries.
• Extract, transform, and validate data from ERP and BI platforms to power accurate reporting, analysis, and scenario work.
• Contribute to process automation and the ongoing enhancement of self-service reporting and interactive dashboards.
• Help document data definitions, reporting logic, and standard operating procedures to create a single source of truth.

Requirements

• Hold a Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.
• Bring a proven track record of experience in FP&A, corporate finance, or a similar analytical role within a multi-entity environment.
• Demonstrate advanced proficiency in Excel, including complex modeling, data manipulation, and dashboard design.
• Show competency with BI and data visualization tools to build clear, stakeholder-friendly reports and dashboards.
• Possess strong SQL or scripting ability to extract, transform, and validate data from enterprise systems.
• Exhibit comfort working with large datasets across multiple operating entities and ERP systems.
• Communicate effectively with both technical and non-technical audiences, translating data into actionable business language.
• Maintain a high standard of accuracy, ownership, and attention to detail in all deliverables and processes.
• Thrive in a fast-paced, matrixed environment where priorities shift and deadlines are demanding.
• Collaborate proactively with cross-functional partners to ensure alignment and data integrity.
• Understand the fundamentals of consolidated financial reporting, budgeting, and forecasting cycles.
• Adhere to internal controls and governance standards that safeguard the reliability of financial data.
• Align work with Kelso Industries' focus on innovation, excellence, safety, and partnership.

Practical notes

The role is based in Draper, Utah, and aligns with the operational footprint of a national organization that delivers HVAC, mechanical, plumbing, refrigeration, and electrical solutions. You will engage with a diverse set of subsidiaries, each with distinct reporting needs and data environments, requiring flexibility and a structured approach to analysis. Success in this position depends on your ability to manage multiple workstreams, meet strict reporting cadences, and maintain clarity in complex financial models. The position supports both tactical execution during close cycles and strategic initiatives that shape the long-term direction of the business. Effective time management and resilience under tight deadlines are essential as you own end-to-end ownership of planning, consolidation, and insight generation. This is an opportunity to deepen your expertise in corporate finance while contributing directly to decisions that influence growth, profitability, and operational performance across a multi-subsidiary portfolio.