Sr Financial Analyst; Planful

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Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment.

"We know the confidence gap can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you."

The Senior Financial Analyst supports the Platform Vice President, Senior Leadership Team, and the Director of FP&A. The role focuses on reporting, analytics, and developing tools to support operational and sales objectives across corporate operations and third‑party facilities.

• Own Planful configuration: dimensions/hierarchies, member management, drivers/calcs, substitution variables, and audit/change logs.
• Template‑based planning: design and govern budget, forecast, workforce, and driver templates; control approval roles and "mark as complete" workflows.
• Dynamic Planning: build interactive models/cubes for rolling forecasts and scenario analysis; implement copy/lock at stage gates.
• External Source Models: design and maintain external data tables (e.g., UOM conversions, demand/ops inputs) feeding structured and dynamic planning.

• Lead monthly forecast and annual budget processes for assigned BUs; build driver‑based models and sensitivity/scenario views (Base/Downside/Upside).
• Run rolling forecasts; coordinate inputs from Sales, Operations, and Supply Chain; balance top‑down guidance with bottoms‑up plans.

• Produce executive‑ready variance analysis packs (price/mix/volume, cost, freight, rebates) and Gap‑to‑Plan bridges.
• Build Planful reports & views; enable Power BI P&L/variance dashboards using Planful scenarios (Actual/Budget/1+11, 2+10, etc.).
• Perform profitability analysis (customer/product/SKU), cost‑to‑serve, contribution margin, and margin waterfall analytics.

• 3+ years in FP&A or finance systems administration with hands‑on ownership of an EPM (Planful required).
• Strong experience with scenario management, template governance, approval roles, and audit/change control.
• ERP fluency (JDE preferred or similar), plus Power BI (or equivalent BI) for financial reporting; advanced Excel.
• Robust modeling skills: driver‑based forecasting, NPV/IRR/ROI, sensitivity/scenario analysis.
• Proven ability to translate operational inputs (demand/production/logistics) into financials; excellent communication with execs and field leaders.
• Process ownership mindset – able to define calendars, enforce freezes/locks, and drive cross‑functional milestones.

• Hands‑on External Source Model design, Dynamic Planning implementation, and workforce planning in Planful.
• Experience aligning consensus demand plans to financial forecasts in high‑SKU environments (price/mix/seasonality).
• SQL/Power Query for data shaping; familiarity with Snowflake or similar data platforms.
• Credentials: CPA, CMA, FPAC, or IMA FP&A coursework (nice to have).

• You’re a strong communicator who enjoys teamwork.
• You are self‑motivated.
• You have a flexible mindset that allows you to change what you’re working on without skipping a beat.

• In compliance with all states and cities requiring transparency of pay, the base compensation for this position ranges from $81,800 to $109,010. Salary may vary based on location, skills, and experience.
• This position is eligible for an annual discretionary bonus and vacation, holidays, health, dental, vision, mental health, and retirement plan participation, including an employer contribution of up to 7% into your 401(k). More information is available at

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