Share this Job

Financial Planning Analyst


Cleveland, OH, US, 44115

Company:  1100-Applied Industrial Technologies


The Financial Planning Analyst will serve as a Financial Planning and Analysis (FP&A) resource providing financial and decision support to the Canadian business unit.  Additionally, the position will be responsible assisting in the annual planning and forecasting process. 



  • Support Applied Canada’s FP&A function through the construction of financial models, report production, forecast tools, KPI’s and other predictive models.Support quarterly forecasting process for Applied Canada by partnering with business and leaders to understand and forecast financial performance.
  • Partner with Canadian leadership team to create, modify or enhance financial reporting tools and templates and analytical tools to support the dashboard reports, quarterly forecast process and other decision support activities/processes.
  • Propose and implement enhancements, new functionality and analytical tools via the Financial Planning/Forecast system (BPC) to aide in the development of the Financial Planning and Analysis function and business decision support. 
  • Perform monthly margin review
  • Assists with the Financial Planning and Analysis function to deliver financial reporting, analysis, the Annual Operating Plan (AOP), quarterly forecasts, etc.
  • Continuous improvement through attending training seminars, and other on the job development.
  • Perform other duties as assigned.



The Finance group at Applied Industrial Technologies, Inc. or one of its subsidiaries holds an important and elevated role in corporate governance.  It is uniquely capable and empowered to ensure that stakeholders’ interests are appropriately balanced, protected and preserved.  Accordingly, financial associates are expected to adhere to and advocate to the following principles regarding individual and peer responsibilities, as well as responsibilities to the company, the public and other stakeholders.

  • To act with honesty and integrity, avoiding actual or apparent conflicts of interest in personal and professional relations.
  • To provide constituents with information that is accurate, complete, objective, relevant, timely an understandable.
  • To comply with rules and regulations of federal, state, provisional and local governments, and other appropriate private and public regulatory agencies.
  • To act in good faith, responsibly, with due care, competence and diligence, without misrepresenting material facts or allowing my independent judgement to be subordinated. 
  • To respect the confidentiality of information acquired in the course of Company work except when authorized or otherwise legally obligated to disclose.  Confidential information acquired in the course of Company work is not used for personal advantage.
  • To share knowledge and maintain skills important and relevant to constituents’ needs.
  • To proactively promote ethical behavior as a responsible partner among peers in my work environment and community.
  • To achieve responsible use of and control over all assets and resources employed or entrusted to me.



  • Bachelor’s degree in Finance or Accounting
  • Minimum 3-5 year in an FP&A/Planning
  • Advanced analytical skills.
  • Experience with financial planning, consolidation and reporting systems such as BPC
  • Demonstrated project management and process improvement skills.
  • Excellent organization and time management/prioritization skills.
  • Advanced Microsoft Excel knowledge.
  • Excellent communication skills.

Applied Industrial Technologies (NYSE: AIT)  is a leading industrial distributor that offers more than 6.5 million parts to serve the needs of MRO and OEM customers in virtually every industry. In addition, Applied® provides engineering, design and systems integration for industrial and fluid power applications, as well as customized mechanical, fabricated rubber and fluid power shop services. Applied also offers storeroom services and inventory management solutions that provide added value to our customers.


We are an equal employment opportunity employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, protected veteran status, marital status, medical condition or any other characteristic protected by law.


If you need accommodation for any part of the employment process because of a disability, please send an email to or call 216-426-4389 to let us know the nature of your request.

Nearest Major Market: Cleveland

Job Segment: Strategic Planning, Engineer, Law, Project Manager, Business Process, Strategy, Engineering, Legal, Technology, Management