Investment Operations Analyst Jobs in Raleigh, NC

Senior FP&A Analyst (Construction Materials / Aggregates)

Department: Finance
Reports To: Senior Manager, Financial Planning & Analysis
FLSA Status: Salaried, Exempt
Location: Raleigh, NC (Onsite)

What We Offer

Competitive salary based on experience
Performance-based bonus eligibility
Medical insurance (PPO and HDHP with employer HSA contribution)
Company-paid dental insurance
Vision insurance
FSA / HSA accounts
Company-paid life insurance
Employee Assistance Program (EAP)
401(k) with employer match
Paid time off and holidays
Opportunities for career growth and development

Position Overview

The Senior FP&A Analyst plays a key role in supporting financial planning, forecasting, and operational analysis across a vertically integrated aggregates and construction materials business. This role partners closely with the Senior Manager of FP&A and operational leaders to deliver actionable insights that drive profitability, cost control, and operational efficiency.

This position requires a strong understanding of production environments, cost structures, and inventory accounting, along with the ability to translate financial and operational data into meaningful business insights. The role operates with a high degree of autonomy in determining analytical approaches and executing work within established financial guidelines.

Key Responsibilities

Financial Planning and Forecasting

Support annual budgeting, quarterly forecasts, and long-range planning
Develop and maintain financial models for revenue, cost, and margin forecasting
Partner with operations to develop assumptions for volumes, pricing, labor, and materials
Align operating forecasts with capital planning and financial targets
Identify cost savings opportunities and operational improvements
Support non-financial leaders in budgeting and forecasting processes

Financial Reporting and Performance Analysis

Prepare monthly reporting packages and variance analysis
Analyze key drivers such as pricing, volume, labor, materials, and cost allocations
Evaluate production costs, plant efficiency, and product line profitability
Monitor KPIs such as utilization, inventory turnover, and equipment performance
Provide clear explanations of financial variances and forward-looking insights
Analyze general ledger activity to identify trends, risks, and opportunities
Develop operational knowledge through plant and site visits

Strategic and Decision Support

Support capital investment analysis including ROI and payback calculations
Assist with scenario planning and sensitivity modeling
Provide financial insights to support operational and strategic decision-making

Business Process Improvement and Systems

Enhance financial reporting through improved tools and analytics to increase speed, accuracy, and transparency
Evaluate and improve financial processes and standard operating procedures
Support system optimization and reporting capabilities (ERP, reporting tools, and BI platforms)
Partner with Operations and Sales to promote accountability, collaboration, and continuous improvement

Required Qualifications

Bachelor’s degree in Accounting, Finance, or related field required
CPA or CMA certification preferred
5 to 10 or more years of experience in FP&A, cost accounting, or operations finance required
Strong understanding of cost accounting, inventory processes, and transfer pricing
Experience in aggregates, construction materials, mining, manufacturing, or other asset-intensive industries preferred
Advanced Excel and financial modeling skills required
Experience with ERP systems (Vista by Trimble strongly preferred), BI tools, and reporting platforms
Ability to work independently and partner effectively with cross-functional leadership

Knowledge, Skills, and Abilities

Strong analytical and problem-solving skills
Ability to translate complex financial data into actionable business insights
Strong communication and presentation skills
High attention to detail and accuracy
Ability to manage multiple priorities and deadlines
Strong business acumen and operational awareness

Work Environment

Primarily office-based with regular collaboration across departments
Periodic travel to plant and operational sites to support analysis and business partnership

Equal Opportunity Employer

Sunrock is an Equal Opportunity Employer and makes all employment decisions without regard to race, color, sex, sexual orientation, gender identity, gender expression, national origin, religion, age, disability, genetic information, veteran status, marital status, citizen status, or any other legally protected status under local, state, or federal law.