Senior Financial Analyst - Manufacturing Unit

Senior Financial Analyst - Manufacturing Unit

Data Analysis Incorporated (DAI) is the controlling entity of the O'Neil family of businesses. DAI and its subsidiaries operate in diverse industries worldwide, including global equity markets, health care, financial services, digital news, and insurance. Our global footprint allows our teams to be responsive to customer needs in a timely and efficient manner. We are dedicated to using technology and innovation to bring change and growth to our businesses. We believe in a dynamic workplace, creating engaging, informative products and services that help our customers succeed. Integrity is an essential characteristic for our firms and our associates; if this describes you, please apply!

Summary The Senior Financial Analyst, FP&A will support DAI's manufacturing business, including budgeting and reporting of ODS subsidiary's P&L and plant P&Ls, including but not limited to providing company stakeholders with an understanding of the detailed business drivers in P&L variances, profitability, and operational efficiencies. The Sr. Analyst will be the subject matter expert of the company's financial performance as it pertains to the various internal and external users of this data, and its derivatives. This will necessitate regular coordination with various internal diverse groups to ensure alignment and understanding. Additionally, the Sr. Analyst will play a large role in developing robust financial models, pro-forma financial statements, and other requirements as part of high-visibility corporate strategic initiatives and more. This role requires strong intellectual curiosity and financial modeling skillsets, as well as exceptional people skills as it involves regular interdepartmental interfacing. This position is hybrid, in our Plano, TX office.

Duties and Responsibilities

• Manage the budgeting and forecasting of business unit P&L lines, in addition to developing an in-depth understanding of all variables that impact those line items to become the go-to SME
• Perform detailed variance analysis elucidating drivers in each accounting period, especially in support of manufacturing to enable extremely efficient & rapid growth
• Interface regularly with Accounting and Shared Services counterpart(s) to ensure agreement of all numbers and accurate accounting recognition thereof
• Provide actionable insights and strong reporting commentary, including metrics reporting
• Support FP&A leadership in overall business unit matters helping build & improve processes, support ERP/EPM implementation, etc.
• Ad-hoc corporate project modeling, analysis and reporting

Qualifications & Requirements

• 3-5 years of relevant FP&A experience required
• Advanced Excel & PowerPoint skills required
• Strong grasp of general business, financial concepts and accounting principles
• Strong analytical and research skills
• Knowledge of financial software and systems, especially major ERP & EPM solutions (e.g., SAP, MS Dynamics & Planful, Hyperion)
• Demonstrated attention to detail as well as the ability to summarize results
• Ability to prioritize tasks and manage multiple, often competing, interests while working independently
• Excellent written and verbal communications skills, including ability to present to groups
• Proactive approach to work, while being able to act independently
• Bachelor in Accounting, Finance or Business Administration required
• Master in Business Administration (MBA) and/or professional certification (e.g., CPA) preferred

Benefits at DAI

• Health Coverage Multiple medical plan options, including PPO and HSA plans (plus a Kaiser HMO option for California employees). Free dental and vision coverage for employees. Affordable options available for dependents.
• Retirement 401(k) plan with eligibility after 1 month of employment. 100% company match on the first 3% of your contributions, with immediate vesting
• Insurance & Support Free basic life and AD&D insurance. Free Employee Assistance Program (EAP) offering financial, legal, and emotional support for employees and dependents. Optional additional life insurance for employees and dependents.
• Time Off Exempt employees enjoy a discretionary unlimited PTO program.
• Working Conditions Must be able to perform the essential job duties. Work is performed primarily in an office environment. Typically requires the ability to sit for extended periods of time (66%+ each work day), ability to hear the telephone, ability to enter data on a computer and may also require the ability to lift up to 10 pounds.

Equal Opportunity Employer Data Analysis Incorporated is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.