Financial Planning and Accounting Analyst

Financial Planning & Accounting Analyst

FLSA Exemption Status: Exempt - Status: Salaried

Department: Finance - Reports To: Financial Planning & Analysis Manager

Job Summary: The Financial Planning & Accounting Analyst will perform various business analyses to include the rolling financial forecast of the company's income statement and balance sheet. The role will also be involved with the monthly accounting close to include various reconciliations and analysis of profit and loss variances, key performance metrics reports, and financial reporting. This position is a business partner to various functional areas of manufacturing, sales, and supply chain, particularly in support of the forecast and annual budget process. The ideal candidate will have strong analytical skills and proficiency with financial models.

Essential Functions and Responsibilities:

• Consolidate revenue and operational cost elements from sales team in support of the annual budget and reforecast updates to the company's budget.
• Prepare monthly consolidation and executive financial package documents, including profitability analysis of actual vs budget at the item and customer level.
• Prepare and distribute monthly financial reports to executive leadership and operational stakeholders.
• Track expenses and revenues vs. budget and reforecast and analyze fluctuations.
• Coordinate financials questions/answers among operational stakeholders and the Finance team.
• Prepare annual financial information binder to be provided to the external auditors as needed.
• Assist in the budget & reforecast consolidation and reporting process.
• Maintain budget and reforecast information in the accounting system.
• Assist in market analysis as needed by the sales team to include competitor analysis as needed.
• Prepare operating reports as specified.
• Develop, maintain and distribute ad-hoc reports and financial models.
• Other duties as needed.

Required Knowledge, Skills and Abilities:

• B.S. Degree in Accounting, Finance or related field required.
• CMA or CPA certification, or on track for either is desired, but not required.
• Strong excel skills, including experience in creating and manipulating pivot tables, charts, graphs and other analytical tools. Proficiency in other Microsoft applications is also required.
• Ability to create concise, easy to understand summary presentations of large volumes of transaction data in user-friendly formats.
• Regular and reliable attendance required.
• Strong decision making, analytical and reasoning skills.
• Team player that is highly motivated and is a self-starter.
• The ability to multi-task and prioritize assignments.
• Good organizational skills, strong detail orientation and the ability to meet operational and financial deadlines.
• Strong ability to communicate clearly and professionally, both verbally and in writing.

Working Environment:

The work environment characteristics described here are representative of those a teammate encounters while performing the essential functions of this job. Considerable time will be spent working within an office environment. The incumbent will be exposed to long periods of sitting at a desk and working on a computer. The teammate will also be exposed to loud noises from production equipment and moving mechanical parts.

Physical Demands:

The physical demands described here are representative of those that must be performed by a teammate to successfully perform the essential functions of this job. While performing the duties of this job, the teammate is regularly required to stand, sit, walk, use hands to type, handle, or feel objects, equipment, or controls; reach with hands and arms; see, talk and/or hear. The teammate frequently is required to stoop, kneel, bend or crouch. The Financial Planning & Accounting Analyst may be required to push, pull and lift up to 10 pounds on a regular basis and up to 50 pounds on an occasional basis.

This description is intended to indicate the kinds of tasks and levels of work difficulty that will be required of positions that will be given this title and shall not be construed as declaring what the specific duties and responsibilities of any position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct, and control the work of teammates under his/her supervision. The use of a particular expression or illustration describing duties shall not be held to exclude other duties not mentioned that are of similar kind or level of difficulty.