Financial Analyst- FP&A Systems

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 their families. EAP provides up to six free counseling sessions to help you and your family members manage life stressors, solve personal or relationship concerns, and achieve your goals.

Flexible Spending Account (FSA)

Flexible Spending Plans offer employee-owners the option to set aside pre-tax monies into a medical reimbursement or dependent care account to help pay for out-of-pocket medical, dental or vision expenses or day care costs. The maximum contributions are determined by the IRS and adjusted annually. This is a use-it-or-lose-it account, meaning any funds remaining in the account following the close of the plan year will be forfeited.

Pet Insurance

We love our pets! Pet insurance options for your furry friends is offered through the ASPCA. Employee-owners can enroll and pay premiums directly to ASPCA.

Paid Holidays & Paid Time Off (PTO)

Everyone needs time off to rest and recharge! Paid time off includes Regular PTO, Personal PTO, and specified paid company holidays. * The amount of paid time off (PTO) depends upon the employee's position and years of service.

Employee Stock Ownership Plan (ESOP)

We act like we own the company because we do! An ESOP provides employees with an ownership stake in the company. It’s an additional form of compensation directly tied to PBI-Gordon Companies financial success. All regular employees are eligible to participate in the ESOP the first of the month following 30 days of service. PBI-Gordon Companies contributes approximately 18% of total compensation annually with a six-year vesting schedule. Our ESOP is more than a benefit, it is a key part of a culture, and it can provide significant rewards in retirement!

401(k) Retirement Savings Plan

Saving for retirement is one of the most important financial decisions you can make. We offer a 401(k)-retirement savings plan to assist employees with this important financial goal. New employee owners are