Financial Planning & Analysis

An individual contributor role focused on monthly P&L analysis, budget coordination, annual & long-term planning, variance investigation versus forecasts and prior-year results, and conducting financial simulations to support key executive decisions.

Responsibilities

• Assist in the preparation of monthly P&L reports by compiling and analyzing variances against plan and prior-year results, supporting the FP&A Manager in identifying key trends and developing actionable insights
• Coordinate budget inputs and updates across departments; consolidate data to support the annual budgeting and quarterly forecasting processes led by senior finance staff
• Provide analytical support in the development of the company’s annual and multi-year financial plans, including scenario modeling under the guidance of the FP&A Manager
• Perform detailed variance analysis on revenue, expenses, and key performance metrics to help explain business drivers and support executive-level reporting
• Build and maintain financial models to support ad hoc analysis and simulation requests from the FP&A team, enabling data-driven decision-making by management
• Collaborate with Accounting, Operations, and other departments to ensure consistency and accuracy of financial data used in reporting and planning
• Prepare materials and reports used in business performance reviews and financial presentations, working closely with the FP&A Manager
• Assist with ongoing process improvement initiatives aimed at enhancing financial reporting efficiency and insight generation

Requirements

Preferred Qualifications

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities, activities may change or be assigned at any time with or without notice.

Pay Scale : $105k - $115K (DOE) annually + eligible for an annual bonus

Since 2006, Navien, Inc. has rapidly emerged as one of the fastest-growing companies in the home comfort sector across North America. A leader in condensing technology, Navien has revolutionized the industry with its line of high-efficiency condensing tankless water heaters, combi-boilers, and wall-hung boilers. In 2024, Navien was recognized as the number one selling manufacturer of gas tankless water heaters and wall-hung boilers in North America.

Expanding its offerings, Navien now boasts a full line of HVAC products, including the innovative NPF Hydro-furnace. Additionally, Navien has ventured into the heat pump water heater market, further solidifying its commitment to sustainable and energy-efficient solutions for home comfort. The company is also making strides in the water treatment space with cutting-edge scale prevention systems and whole-house filtration solutions.

Navien’s international reputation is built on sophisticated engineering, robust design, and a steadfast commitment to quality. Backed by over 40 years of advanced technology expertise from its parent company, KD Navien, the company continues to push boundaries in product development. Navien products are available across the United States and Canada through a select network of trusted wholesale distributors.

Navien Inc. is an Equal Opportunity Employer

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