Financial Analyst

About Anthony & Sylvan

Looking to build something that lasts—literally? At Anthony & Sylvan Pools, your skills create real impact. For nearly 80 years, we’ve been turning backyard dreams into reality as the nation’s largest and most recognizable name in swimming pools. Founded in 1946, we design and build quality inground pools across the U.S., while also offering renovations, modernizations, and ongoing maintenance services. We’re growing fast and seeking candidates who take pride in craftsmanship, value teamwork and safety, and are ready to grow with us. Learn more at anthonysylvan.com.

About the Role

As a Financial Analyst, you’ll play a key role in shaping executive decision‑making through meaningful financial insights, forecasting, and data‑driven reporting. Partnering closely with business leaders and FP&A leadership, you’ll help drive performance management, improve forecast accuracy, and provide clarity around financial results that influence strategic direction.

This role offers a dynamic blend of hands‑on financial planning and analysis, cross‑functional business partnership, and meaningful involvement in modernizing and automating planning and reporting processes. It’s an ideal opportunity for a finance professional who enjoys digging into the numbers, influencing outcomes, and helping build smarter, more scalable financial systems.

General Summary of Position

The Financial Analyst plays a central role in supporting executive decision‑making through insightful financial analysis, forecasting, and system‑enabled reporting. This position partners closely with business leaders and FP&A leadership to drive performance management, enhance forecast accuracy, and continue the modernization and automation of planning, budgeting, and management reporting processes. The role is intentionally balanced between hands‑on FP&A execution, business partnership, and meaningful contribution to ongoing financial systems optimization initiatives.

Essential Functions and Responsibilities

• Lead the preparation, consolidation, and analysis of annual budgets, rolling forecasts, and long‑range financial plans, including documentation of assumptions, scenario modeling, and alignment with strategic objectives.
• Monitor financial performance against budget and forecast; analyze variances and assess implications for future results, risks, and opportunities.
• Support strategic and growth initiatives through advanced financial modeling (ROI, NPV, new products/services, expansion initiatives) and maintain the company’s strategic plan by tracking progress against defined goals.
• Serve as a strategic finance business partner to operational and functional leaders, delivering actionable insights, performance analysis, and data‑driven recommendations to improve revenue, margin, pricing, and cost efficiency.
• Develop, enhance, and maintain KPIs, dashboards, and management reporting tools; conduct analysis related to customer acquisition, market performance, marketing effectiveness, and overall profitability, including ad hoc executive decision support.
• Prepare and present weekly, monthly, quarterly, and annual financial reporting packages for executive leadership, the Board of Directors, and external stakeholders, translating complex financial data into clear, concise narratives.
• Lead financial systems utilization and process optimization efforts, leveraging Jedox for FP&A processes, Acumatica ERP as the system of record, and historical data from Microsoft Dynamics SL; partner with IT and external consultants to drive automation, standardization, and continuous improvement.
• This role offers regular exposure to senior leadership and the opportunity to expand scope over time, including deeper FP&A ownership, cross‑functional influence, and potential progression into broader FP&A leadership or people‑management roles.
• Other duties as assigned.

Qualifications – Knowledge, Skills & Abilities

Education

• Bachelor’s degree in finance, accounting, economics, or a related field

Licenses/Certifications

• MBA, CPA, or CMA preferred

Years of Experience

• 4–8 years of experience in financial analysis, FP&A, or corporate finance.
• Experience working with ERP and FP&A planning systems required

Required Skills & Abilities

• Advanced Excel and financial modeling skills.
• Strong analytical, problem‑solving, and communication skills, with the ability to influence non‑finance stakeholders.

Travel Requirements

• 0-5%

Other Requirements

• Experience with Jedox, Adaptive, Anaplan, Planful, or similar FP&A tools preferred
• Experience with Acumatica ERP or comparable mid‑market ERP platforms preferred
• Familiarity with Microsoft Dynamics SL or legacy ERP data environments preferred
• Experience participating in or supporting system implementations and post‑go‑live optimization initiatives preferred
• Exposure to business intelligence tools such as Power BI or Tableau preferred

Physical Requirements

• Primarily sedentary work performed in an office environment
• Ability to communicate promptly and clearly via phone and computer

Acknowledgement

Position duties and expectations change over time. This job description is not intended to be an all‑inclusive, exclusive or exhaustive list of the job functions that an employee in this position may be asked to perform from time to time. The employee may perform other related duties as assigned to meet the ongoing needs of the Company. If there is ever a time that you are unsure what is expected of you, you are expected to meet with your manager and ask questions. If you are unsure how to perform a certain task, ask your manager before performing.