Senior FP&A Associate

About the role

We are looking for a Senior Financial Planning & Analysis (FP&A) Associate to join our Finance team and serve as a trusted partner to our operating teams through high-quality reporting, analysis, and forecasting. In this role, you'll partner with business stakeholders to interpret actual results, compare performance to plan, support the company's budgeting and Sales & Operations Planning (S&OP) processes, and build clear, compelling dashboards and data visualizations that help leadership make informed decisions. You are a data-driven problem solver with strong analytical instincts, a sharp commercial eye, and a passion for transforming complex information into actionable insights. You are equally comfortable in the details of a forecast model and in front of a leadership audience explaining the "why" behind the numbers.

Responsibilities

• Support the annual budgeting cycle by gathering departmental inputs, validating assumptions, and ensuring alignment with company goals.
• Partner with Sales, Operations, and Supply Chain to support the company's Sales & Operations Planning (S&OP) process - reconciling demand, supply, and financial views into a single integrated plan.
• Forecast revenues, volumes, and margins at the product, customer, and channel level; maintain and continuously improve rolling forecasts as conditions evolve.
• Analyze and clearly explain performance variances using a Price-Volume-Mix (PVM) framework - translating movements in price, units, and product mix into a coherent story for leadership.
• Conduct monthly Plan-to-Actual analyses for revenue, gross margin, operating expenses (OpEx), and capital expenditures (CapEx); prepare materials for monthly business reviews.
• Perform detailed financial analyses on business performance, surfacing trends, risks, and opportunities ahead of leadership decisions.
• Build, enhance, and maintain dashboards and automated reporting tools using Excel and data visualization platforms (e.g., Tableau, Power BI).
• Drive continuous improvement of financial processes, systems, and reporting efficiency.
• Support the procurement workflow by reviewing purchase requisitions to ensure alignment with budgeted expenditures and spending policies, and by managing exceptions - partnering with budget owners and Procurement to resolve out-of-policy or over-budget requests.
• Required Qualifications
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 3-4 years of experience in Corporate Finance, FP&A, Investment Banking, Private Equity, Consulting, or a similar analytical role.
• Demonstrated experience forecasting revenues, volumes, and margins, and explaining variances using a PVM framework.
• Strong Excel and Python skills (lookups, pivots, logical formulas, SUMIFS, INDEX-MATCH, etc.).
• Ability to reconcile and synthesize data from multiple sources with accuracy and attention to detail.
• Experience structuring datasets and building clear, compelling data visualizations (e.g., Tableau, Power BI, Google Data Studio).
• Strong communication skills, with the ability to present financial information clearly to stakeholders across the organization, including non-finance audiences.
• Proficiency with PowerPoint and/or Google Slides.
• Strong understanding of product development processes, BOM structure, and hardware manufacturing fundamentals.
• Positive, collaborative attitude and ability to work cross-functionally in a fast-paced environment.
• Strong prioritization and organizational skills, with the ability to meet tight deadlines.
• Interest in working in a start-up environment with evolving priorities.
• Bonus Qualifications
• MBA or other advanced degree in a quantitative or business discipline.
• Direct experience supporting a Sales & Operations Planning (S&OP) or Integrated Business Planning (IBP) process.
• Experience working with supply chain, procurement, and contract manufacturers.
• Experience in hardware or consumer electronics companies.
• Experience with SQL, Alteryx, or other data transformation or coding languages (Python, VBA, etc.).
• Advanced experience with Tableau or Power BI.
• Experience implementing or optimizing financial systems or BI tools.

Benefits

Additional Information

Our Mission At SPAN, we are building products that accelerate the adoption of renewable energy. As more distributed energy resources like solar and storage come onto the grid, it's increasingly important to improve the technology that sits between the grid, the home, and those distributed energy resources. SPAN's smart panel replaces the traditional electrical panel to become the center for connected power in the home-delivering modern safety features, real-time insights, and intelligent controls through our mobile app.

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