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Sr. Analyst I, Financial Planning & Analysis

Scottsdale, Arizona, United States

We're hiring a Sr. Analyst I, Financial Planning & Analysis!

MUST CURRENTLY LIVE IN ARIZONA

The Role:

As a Sr. Analyst I, Financial Planning & Analysis, you will play a strategic role in shaping the financial future of the organization. By owning the budgeting, forecasting, and financial reporting processes, you will guide executive decision-making and uncover insights that drive profitability and operational efficiency. Your success will be measured by the accuracy and impact of your forecasts, the value of your business partnerships, and your ability to present actionable insights that influence high-level strategy.

Employee Value Proposition:

Join a high-performing Finance team where your analytical expertise and business acumen directly influence executive decisions and company-wide performance. You'll collaborate across departments, build relationships with business leaders, and present to senior executives, including the CEO. This is your opportunity to be a key contributor in a data-driven environment, with visibility, impact, and room to grow.

What You Will Accomplish (KPIs):

  • Accurate Forecasting: Maintain sales and cost forecasts with ≥95% accuracy, directly supporting business planning across departments.
  • Process Optimization: Integrate financial planning software (Jedox) into at least 90% of FP&A functions within the first 6 months.
  • Executive Reporting: Deliver clear, actionable monthly reporting packages and presentations that shape executive and CEO-level decisions.
  • Cross-Functional Impact: Lead or contribute to at least 3 cross-functional projects per quarter focused on cost improvement, margin expansion, or process efficiency.
  • Data-Driven Decision Making: Build dashboards and analysis tools that result in at least 2 measurable business process enhancements per quarter.

Key Responsibilities:

  • Business Partnering: Build strong relationships with department leaders to drive profitability through insight and strategic support.
  • Forecasting & Budgeting: Support end-to-end financial planning cycles using Jedox; consolidate inputs, validate assumptions, and ensure timely executive-level delivery.
  • Sales Forecast Ownership: Manage monthly sales forecasts by country, partnering with BI, Sales, and Marketing to ensure accuracy and alignment.
  • Executive Reporting: Create and present monthly FP&A presentations to senior leaders and the CEO, including detailed decks and forecast narratives.
  • COGS & Inventory Analysis: Forecast COGS, analyze inventory metrics, and work closely with Corporate Accounting to manage inventory valuation and variance.
  • Data Visualization & Dashboards: Develop and maintain dashboards that bring clarity to complex financial trends and drive strategic action.
  • Process Improvement: Identify inefficiencies in reporting and forecasting processes, implement automation or new methodologies, and elevate the FP&A function.

Performance-Based Qualifications:

Educational Background:

  • Minimum: Bachelor’s degree in Finance, Accounting, or Business
  • Preferred: Master’s degree in a related field

Experience:

  • Minimum: 5 years in financial planning, analysis, or corporate finance
  • Preferred: 7+ years of progressive FP&A experience in a mid-to-large organization

Demonstrated Expertise:

  • Financial Modeling: Skilled in building and managing large, complex models that integrate data across business units
  • Forecast Accuracy: Known for producing highly accurate and actionable forecasts used in high-level decision-making
  • Business Insight: Ability to connect data with real-world operations to inform strategy and uncover opportunities

Required Skills:

  • Advanced Excel skills; experience with Jedox, Power BI, or similar tools
  • Strong analytical and problem-solving abilities
  • Exceptional written and verbal communication skills, including the ability to present to executives
  • Ability to manage multiple priorities and deadlines in a fast-paced, dynamic environment

What Success Looks Like:

  • Influential Reporting: Executives regularly use your reports and forecasts to guide strategic decisions, and your presentations are seen as clear, concise, and actionable.
  • Financial Precision: Budgets and forecasts are accurate, on-time, and tied closely to operational performance and market realities.
  • Business Partnership: You are a trusted advisor to multiple departments, known for your insights and ability to explain complex financial concepts in simple terms.
  • Efficiency Gains: Your integration of FP&A tools and streamlined reporting processes result in faster close cycles and improved visibility across the organization.
  • Strategic Contribution: You contribute to initiatives that improve profitability, reduce costs, and elevate the company’s financial performance.

About Plexus

Founded in gut health. Experts in microbiome. Plexus Worldwide®, headquartered in Scottsdale, Arizona, is a renowned direct-selling company recognized as a top employer. Over the past 16 years, Plexus has dedicated itself to promoting hope, health, and happiness through its scientifically backed, innovative dietary supplements, weight management and personal care products sold primarily through Plexus Brand Ambassadors. As a six-time Best Places to Work awardee, Plexus prides itself on its robust organizational culture and commitment to community support and philanthropy. Our team is driven by a shared mission to empower individuals to achieve their health and wellness goals while offering additional income through the sale of products. Join us to be part of a team that values people, innovation, wellness, and community impact.

Our Core Values

We contribute to the overall growth and success of Plexus by embracing the Plexus core values:

  • We are One Plexus.
  • We are accountable.
  • We get the job done right.
  • We empower others.

Benefits

  • Highly rated and competitive medical plans.
  • 401k with company match and immediate vesting.
  • 1on1, personalized health coaching.
  • Many other voluntary benefits.

 

Thank you for taking the time to apply for an opportunity with our One Plexus team! If you had any issues during the application process, please contact us directly at careers@plexusworldwide.com.

We are committed to protecting the privacy and security of your information. Visit our Candidate Privacy Notice for additional information.

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