Sr. Financial Analyst

Job Description

Sr. Financial Analyst- Sales

Urbandale, Iowa

Assists with the preparation and analysis of the monthly financial reporting, budgeting process, and forecasting process for specific functional areas. These processes must follow Pella Corporate guidelines and policies. Responsible for analysis of monthly activity and trends to support the operating business plans. Will review, research, and explain variances to budget and forecasts. Special Projects and other duties as assigned and based on business necessity.


ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Provide ongoing support to designated functional teams and team members. This may include recurring reports, ad-hoc support, responding to questions, investigation, and follow-up, providing guidance, and participation in various team events and activities.
• Responsible for preparation and analysis of monthly financial reporting summaries for management team across designated functional areas.
• Provide financial support for discounting, promotional, or other sales programs effectiveness.
• Analyze sales trends and support sales and operations planning process. Identify poor performing customers supported by recurring reports and ad-hoc requests for improvement plans.
• Identify and research variances to plan and prior year on monthly operating expense reports statements. Identify areas of risk and cost control/savings opportunities. Reports the findings to management.
• Responsible for monthly cyclical activities to support the month end close such as journal entries, reconciliations, etc.
• Lead in the preparation of expense budgets and forecasts. Recommend and implement process and methodology improvements.
• Maintain cost center, account structure, and financial allocations, as necessary.
• Prepares and submits journal entries.
• Prepare year-end and interim audit work papers.
• Special projects as assigned.

QUALIFICATIONS:

Education & Experience

Bachelor's degree in Finance/Accounting, and 3-5 years related experience and/or training, or equivalent combination of education and experience. Education or experience in Finance or Accounting preferred.


Preferred Skills

• Ability to manage multiple priorities in a fast-paced, interruption-driven environment while meeting deadlines.
• Strong interpersonal, verbal, and written communication skills, including public speaking, training, and professional phone/email etiquette.
• Demonstrated professionalism, sound judgment, and objectivity when operating under pressure or handling sensitive situations.
• Ability to interpret, explain, and apply policies, procedures, and reports while making data-driven decisions.
• Proven project management and organizational skills with attention to administrative detail and follow-through.
• Ability to build trust, provide constructive feedback, manage employee concerns, and maintain strict confidentiality.
• Self-motivated, proactive team player with strong listening skills and a commitment to continuous learning and development.
• Advanced proficiency in Microsoft Excel, including compiling, reconciling, and analyzing large volumes of data; strong analytical and problem-solving skills.
• Proficiency in Microsoft Word, Outlook, and PowerPoint; experience with Oracle and Hyperion preferred.

About Us

About Pella Corporation

As the #1 most-preferred national window and door brand by homeowners across the country, Pella Corporation leads the industry in innovation and design. Founded in 1925, today the Pella Family of Brands encompasses a robust product offering sold and installed through various channels. We are a growing, privately owned company with 20 manufacturing locations and over 10,000 team members in the U.S. and Canada. Pella is consistently recognized as a great place to work by Newsweek, Forbes and Glassdoor, having most recently been named to America's Greatest Workplaces for Diversity by Newsweek in 2024, as well as Forbes' 2024 Best Employers for Women and Best-In-State Employer in Iowa. We have also received numerous accolades for innovation and design, including Fast Company's Best Workplaces for Innovators in 2024 and Most Innovative Manufacturers for 2022 and 2023.

At Pella, our team cares deeply, learns continuously and achieves results that go beyond. We encourage creative thinking that seeks out and includes diverse perspectives. And we empower you to do the work you're most proud of - that's why we offer individualized talent development plans, cross-functional experiences and opportunities for career advancement through personal and professional development.

With talent just like you, we are imagining, building and fighting for a brighter future for generations to come. Ready to find a career that sparks your passion?