Senior Financial Planning & Analysis Analyst

Job Description

Job Description

SUMMARY

The Senior Financial Planning & Analysis Analyst will have primary responsibility for monthly and quarterly financial reporting, global consolidations, budgeting and forecasting, financial modeling, KPI dashboards, and financial analysis in support of decision making. The role, reporting to the Controller, is a great opportunity for an experienced professional to take on the leading role in building financial credibility, transparency and value-add financial reporting.

This position requires excellent interpersonal skills, business acumen and exemplary display of professional integrity and work ethics.

Duties and Responsibilities:

·      Prepare monthly financial statements, global consolidations and reporting packages and deliverables with MD&A for the Corporate Headquarters and executive leadership team

·      Support liquidity management processes, treasury functions, and 13-week cash forecast deliverables

·      Manage annual budget process and ensure appropriate forecasting and reporting of actual results against budget and forecast for departments and business segments, across the enterprise, including multiple entities

·      Build, track, and manage financial reporting reflective of annual operating plans, with a focus on revenue, gross margins, SG&A, OI, core strategic initiatives, cash position, and other critical KPIs that impact performance

·      Support internal and external sales reps commissions plans and prepare monthly and quarterly sales commissions calculations

·      Support capital and inventory management processes, and reporting on productivity, demand planning, and metrics in partnership with Cost Accounting, Operations, Sales, and Marketing

·      Facilitate special projects including organic growth investments, process improvement, and cost savings initiatives

·      Provide financial modeling and ROI analysis for new contracts and strategic initiatives

Qualifications: 

·      Bachelor’s degree and 5+ years of experience in finance or accounting

·      Demonstrated success in providing financial insights and projections in an Sr. FP&A role within finance organization, preferably in manufacturing

·      Prior roles include 5+ years in financial reporting and analysis, budgeting and forecasting, decision support and accountability for metrics, goals, business reviews, and insights. May have prior experience with PE/VC

·      Attention to detail, high level of productivity, knowledge of technology and financial systems, and personal flexibility and adaptability

·      Require little direct supervision, ambitious to learn and apply professional experiences 

·      Strong written and verbal communication skills and ability to conduct cross-functional reviews and meetings

·      Highly proficient in excel, PowerPoint, MS Office 365 package, BI software (power BI, Tableau), financial modeling tools, and cloud-based ERP platforms (NetSuite, MS Dynamics, Acumatica, etc.).

Competencies:

·      Diversity - demonstrate knowledge of EEO policy; show respect and sensitivity for cultural differences; educate others on the value of diversity; promote a harassment-free environment; builds a diverse workforce.