Financial Planning and Analyst in Whitsett, North Carolina at Sasser Companies

We’re hiring a Financial Planning and Analyst who enjoys turning numbers into clear, actionable insights and can keep up in a fast-paced, structured environment. This role is ideal for someone who is analytical, organized, and confident working with financial data to help leadership make informed business decisions.

You’ll play a key role in budgeting, forecasting, reporting, and financial analysis across multiple departments. We’re looking for someone who can see both the big picture and the small details, communicate clearly, and take ownership of their work without needing constant direction. Experience building dashboards and visual reporting in Power BI is highly valued in this role.

What You’ll Be Doing:
Assist with monthly, quarterly, and annual financial forecasting and budgeting
Develop and maintain financial models to support forecasting, operational planning, and strategic decision-making
Analyze financial results, labor costs, revenue trends, profitability, and operational performance
Build and maintain Power BI dashboards and visual reporting tools to provide leadership with real-time operational and financial insights
Partner with operations and department leaders to provide financial insight, analyze performance trends, and support data-driven business decisions
Analyze labor, revenue, and profitability trends to identify opportunities for operational improvement and margin growth
Own reporting and KPI tracking related to operational performance, forecasting, and margin improvement initiatives
Prepare reports, dashboards, and visual reporting tools for leadership review
Support month-end close by working closely with accounting and payroll teams
Identify variances and provide forward-looking insights into financial performance
Help improve financial processes, reporting accuracy, and efficiency through automation and reporting enhancements
Assist with cash flow reporting and expense analysis
Work cross-functionally with operations and department leaders to support company goals

What We’re Looking For:
Strong analytical and problem-solving skills
Advanced Excel skills and comfort working with large data sets
Strong systems aptitude with experience using ERP systems, Excel, Power BI, and reporting tools to analyze financial and operational data
Experience with budgeting, forecasting, financial modeling, and reporting
Experience creating dashboards, data visualizations, and automated reporting in Power BI strongly preferred
Ability to manage multiple priorities and meet deadlines
High attention to detail and accuracy
Strong communication skills with the ability to explain financial information clearly
Self-motivated and able to work independently
Experience improving reporting efficiency through automation, dashboards, or process improvements is a plus
Experience in construction, restoration, or service-based industries is a plus
Preferred Qualifications:
Bachelor’s degree in Finance, Accounting, Business, or related field
3+ years of FP&A, financial analysis, or accounting experience
Experience with ERP systems, Power BI, and financial reporting software preferred

What You Can Expect:
Fast-paced and team-oriented environment
Opportunity to work closely with leadership and operations
A role where your insight and analysis directly impact business decisions
Opportunity for long-term growth within a structured, growth-oriented environment
Competitive salary ranging from $65,000–$75,000 annually, depending on qualifications and experience
Benefits package including health, dental, vision, PTO, and more

We’re looking for someone who enjoys digging into the details, finding patterns, and helping drive smarter decisions through data. If you’re dependable, proactive, and thrive in a structured, growth-oriented environment, we’d love to talk with you.