Finance & Planning Lead

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Morris Group, Inc., one of the largest machine tool distribution networks in North America, is a third generation, family owned and operated business that serves manufacturers of precision machined parts in the United States. Our mission is to help manufacturers maintain a competitive advantage in the world economy by improving productivity.

Summary of Responsibility:

Morris Group is seeking an experienced and highly analytical Senior FP&A Analyst to join our finance team. This role will be responsible for driving the forecasting, budgeting, and financial analysis processes that support strategic decision‑making across the organization. The ideal candidate brings strong financial modeling expertise, a proven understanding of financial management principles, sound business judgment, and a consistent track record of process ownership and cross‑functional collaboration.

Reporting to the Senior Manager FP&A, the Senior FP&A Analyst will serve as a key business partner across departments, translating financial data into actionable insights that inform leadership decisions and support the company’s long‑term strategic objectives.

Please note this position is 100% on-site in Windsor, CT.

• Lead the preparation of annual budgets, rolling forecasts, and long‑range financial plans, ensuring processes are executed accurately, on schedule, and in alignment with strategic objectives.
• Drive financial modeling and scenario analysis across the organization by building and maintaining robust models within IBM Planning Analytics, supporting its continued rollout through model development, user adoption, and platform expansion.
• Own the monthly financial planning cycle—including variance analysis, management reporting, and KPI tracking—delivering clear, actionable insights to the Senior Manager FP&A and business leadership.
• Analyze financial data across the income statement, balance sheet, and cash flow to identify trends, risks, and growth opportunities, translating complex results into concise executive presentations and reporting packages.
• Partner with cross‑functional teams—including Operations, Sales, and Accounting—as a trusted analytical resource, delivering Power BI dashboards and financial reporting that translate complex data into clear insights for leadership and business decision‑making.
• Drive continuous improvement in financial processes, systems, and reporting capabilities, including planning platform administration (IBM Planning Analytics / TM1 or equivalent) and automation of data preparation and reporting workflows.
• Provide training and support to stakeholders on financial planning best practices, process workflow updates, and desktop procedures to strengthen financial literacy and consistency across the organization.

Other Functions:

• Perform related duties as required

The duties listed above are intended only as illustration of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar or a logical assignment to the position.

• Bachelor’s degree or equivalent experience in Finance, Accounting, or a related field required.
• CPA, CMA, MBA, or other advanced degree/professional certification is strongly preferred.
• 5+ years of progressive experience in financial planning and analysis, preferably within a manufacturing or distribution environment.
• Demonstrated experience with end‑to‑end budgeting, forecasting, and long‑range planning processes.
• Proven ability to build and maintain complex financial models independently and collaboratively.
• Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP/XLOOKUP, complex modeling); experience developing automated reporting tools a plus.
• Proficiency in financial software and ERP platforms; D365 F&O preferred but not required.
• Experience with IBM Planning Analytics / TM1 or similar planning platforms is a plus but not required.
• Hands‑on Power BI development & visualization deployment is advantageous;
  Hands‑on experience with other data visualization tools (e.g., Tableau, BOARD) or equivalents a…