Sr. Finance Analyst

Job Description

Senior Finance Analyst

Position Overview
We are seeking an experienced Senior Finance Analyst to support the Financial Planning & Analysis (FP&A) through budgeting, forecasting, financial modeling, and business analysis.

The Senior Finance Analyst will have P&L responsibility for assigned locations and will work in a highly matrixed organization, partnering with Operations, Sales, Purchasing, IT, Accounting, and Corporate Finance. The ideal candidate is an analytical, self-directed professional with strong communication skills and the ability to manage multiple priorities while delivering insightful, independent analysis.
Key Responsibilities
Financial Planning & Forecasting

• Lead topline sales forecasting and financial analysis for assigned Operating Companies and business channels.
• Prepare detailed monthly forecasts for assigned locations, including complete P&L analysis.
• Partner with Operating Company and Sales leadership to develop annual operating plans, including P&L, capital expenditure, and working capital forecasts.
• Develop and maintain financial models to support business planning and decision-making.

Financial Analysis & Business Insights

• Analyze financial and operational results and provide monthly insights regarding profitability, risks, opportunities, and performance trends.
• Evaluate customer- and location-level profitability and identify opportunities for improvement.
• Prepare ad hoc financial analyses, business cases, trend analyses, and new business profitability models.
• Evaluate the financial return of capital investments and business initiatives.
• Monitor operational performance metrics, staffing levels, sales opportunities, competitive risks, and marketplace trends.
• Identify opportunities for business growth and communicate financial and operational risks to leadership.

Process Improvement

• Serve as a Finance business partner to Operations, Sales, Purchasing, and IT.
• Partner with field accounting teams to investigate variances, analyze trends, and standardize financial review practices.
• Support compliance with financial authority policies and procedures.
• Identify and implement process improvement opportunities that enhance financial reporting, analysis, and business performance.
• Collaborate effectively across a highly matrixed organization and communicate financial information to stakeholders at all levels.

Month-End Close & Accounting Support

• Support the month-end close process for assigned Operating Companies, working with leadership and field accounting to ensure timely and accurate financial reporting.
• Research and resolve accounting-related issues in partnership with Corporate Shared Services, including accounts receivable, accounts payable, and accruals.
• Investigate significant variances and trends and provide recommendations to management.

Required Qualifications

• Bachelor's degree in Finance, Accounting, or a related field , or equivalent relevant experience.
• 4+ years of financial analysis experience , including budgeting, forecasting, and financial modeling of revenue and expenses.
• Advanced Microsoft Excel skills, including PivotTables, VLOOKUPs, and analysis of large data sets .
• Strong analytical, problem-solving, and financial modeling capabilities.
• Excellent written and verbal communication skills.
• Ability to work independently and effectively within a highly matrixed organization.
• Strong organizational and time-management skills with the ability to manage multiple priorities.

Preferred Qualifications

• 6+ years of financial analysis experience , including budgeting, forecasting, and financial modeling.
• Experience performing financial analysis within a public company.
• Previous experience in the distribution or foodservice industry.

Compensation
Base Salary: $100,000 - $110,000 PLUS an Annual Incentive Potential: Up to 20%
Johnson Service Group (JSG) is an Equal Opportunity Employer. JSG provides equal employment opportunities to all applicants and employees without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, protected veteran status, or any other characteristic protected by law.

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