Established in La Crosse, WI, First Supply® is the largest Wisconsin-based wholesaler, with 52 upper Midwest locations, including 28 First Supply distribution branches, 5 First Waterworks branches, 1 Central Distribution Center, 14 Gerhard’s Kitchen, Bath and Lighting stores, and 4 Kohler Signature Stores by First Supply. Founded in 1897, First Supply is a 5th-generation, family-owned, single-source provider employing over 650 people and offering HVAC, builder, plumbing, lighting, waterworks, industrial PVF, pump, well, and septic supplies.

Midwest Locations: 
Appleton, WI; Birmingham, MI; Brainerd, MN; Brookfield, WI; Cedar Rapids, IA; Champlin, MN; Delafield, WI; Delavan, WI; Dubuque, IA; Eau Claire, WI; Edina, MN; Green Bay, WI; Janesville, WI; Kenosha, WI; La Crosse, WI; Madison, WI; Milwaukee, WI; Oak Creek, WI; Oshkosh, WI; Overland Park, KS; Owatonna, MN; Platteville, WI; Plover, WI; Racine, WI; Rhinelander, WI; Rochester, MN; Rockford, IL; Sheboygan, WI; South St. Paul, MN; Tomah, WI; Wausau, WI; West Bend, WI; Whitefish Bay, WI; Winona, MN; Central Distribution Center in La Crosse, WI; and coming in 2025 — our new state-of-the-art Distribution Center in West Salem, WI.

We are: 
Family Owned and Operated — Since 1897 
2024 Top Workplaces Industry Award Winner
#33 Premier 150 Segment Leader — Supply House Times (2024)
WaterSense® and Energy Star® Partner

We have been selected for the following honors: 
#59 Wisconsin 75 Top Privately Held Companies (2023)
ASA Member Safety Recognition Award (2021)
AD Award for eCommerce Leadership in North America (2021)
Joe Poehling receives ASA Fred Keenan Lifetime Achievement Award (2021)
Katie Poehling Seymour receives ASA Alice A. Martin Woman of the Year Award (2020)
Kohler Global New Product Partner of the Year (2019)

First Supply is a proud supporter of:
Habitat for Humanity®
United Way®
American Heart Association's Go Red for Women® 
Operation Rise and Conquer

Industry: Wholesale
Company Size: 501-1,000 employees

First Supply LLC

Savvy Admin PROD

First Supply, a fifth-generation family-owned company, has served the Upper Midwest for over 125 years. Guided by our Employee Value Proposition, **Where Tradition Meets Innovation **, we foster a workplace where people learn, grow, and contribute to a company that values its heritage while embracing progress. Our teams take pride in supporting customers and communities, creating meaningful work and rewarding careers every day.

The **Financial Planning and Analysis Analyst ** supports financial reporting, analysis, and planning activities that help drive informed business decisions. This role prepares standard and ad hoc reports, supports budgeting and forecasting, and partners closely with Finance and cross‑functional teams to ensure accurate data, meaningful insights, and continuous improvement in reporting processes. This position is **onsite in La Crosse, WI. ** #SupplyYourFuture

**Responsibilities**

-  Prepare and deliver timely and accurate standard financial reports, analyses, and data sets to support internal stakeholders.

-  Perform routine variance and trend analysis versus budget, forecast, and prior periods; identify notable results and escalate findings to senior FP&A team members as appropriate.

-  Support annual budgeting, forecasting, and other planning activities by assisting with data preparation, analysis, and documentation.

-  Extract, validate, organize, and maintain financial data from ERP and reporting systems to ensure accuracy and consistency.

-  Maintain financial reporting templates, tools, and supporting documentation in accordance with established standards.

-  Prepare standard and ad‑hoc reports, tables, charts, and exhibits to support operational and financial reviews.

-  Support commission reporting administration and other recurring Finance processes, ensuring accuracy and timeliness.

-  Assist with identifying opportunities to improve reporting accuracy, efficiency, and consistency; support implementation efforts led by senior FP&A staff.

-  Assist with internal audit requests, data validation, and compliance‑related reporting.

-  Serve as a finance support resource for assigned branch locations or business divisions under the guidance of senior FP&A team members.

-  Collaborate with Accounting and other Finance team members to support data integrity and reporting alignment.

-  Perform other duties and responsibilities as assigned.

**Qualifications**

-  Bachelor’s degree in Finance, Accounting, Business or related field preferred

-  Demonstrated proficiency in Microsoft Excel, including formulas, functions , and basic data analysis

-  Familiarity with financial planning, reporting, or data visualization tools (e.g., Adaptive Insights, Tableau, or similar platforms) preferred

-  Strong attention to detail with the ability to analyze, organize, and interpret data.

-  Effective written and verbal communication skills, with the ability to present information clearly to a variety of stakeholders

-  Ability to manage multiple priorities, meet deadlines, and work both independently and collaboratively

**About First Supply**

**First Supply **® is a leading main channel wholesale distributor, providing industrial customers and building contractors with an extensive line of products and services. We offer a wide range of manufacturer product lines across the plumbing, heating, air conditioning, builder, waterworks, pump/well & septic, industrial, and municipal markets. Headquartered in Madison, Wisconsin, First Supply has more than 700 employees across 29 operating facilities serving Wisconsin, Minnesota, Iowa, Illinois, and Michigan.

First Supply also owns and operates 18 Kitchen & Bath Stores across five Midwestern states under the Gerhard's Kitchen, Bath & Lighting and KOHLER® Signature Store by First Supply brands. Gerhard's is the largest, most versatile kitchen and bath store in the Upper Midwest, offering a wide variety of styles—from contemporary to traditional—along with unmatched service. The KOHLER Signature Stores are immersive kitchen and bath showrooms that provide a distinguished experience where designers and homeowners can get hands-on with hundreds of exclusive KOHLER products.

With a 128-year legacy and a people-first culture, First Supply is committed to building a workplace where employees feel valued, supported, and inspired to grow their careers. That commitment has earned national recognition, including a spot on USA Today’s 2024 Top Workplaces in the USA, as well as honors as a Woman-Led Top Workplace and an Industry Top Workplace for Distribution.

First Supply LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

Financial Planning and Analysis - Analyst

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