Sr. Financial Analyst

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. #J-18808-Ljbffr Pella Corporation