Financial Planning Analyst

Colonial Group, Inc. is a multigenerational, family-owned parent company overseeing a diverse portfolio of subsidiaries. Through our strategic infrastructure, logistics expertise, and a broad range of products and services, we create significant value for our customers while driving innovation and operational excellence.

POSITION SUMMARY

Colonial Group, Inc. is a multigenerational, family-owned parent company of a variety of subsidiaries. Our group offers a diverse portfolio of products and services, which combined with strategic infrastructure and logistics capabilities, create significant value for our customers.

The Financial Analyst position will be responsible for providing financial analyses, recommendations, and support for Colonial Group and will act as a liaison between accounting and operations. The ideal candidate for this position will be a highly motivated employee who will be excited to learn about the business and grow with the finance department.

JOB EXPECTATIONS/DUTIES

• Work with the Director of FP&A in developing and refining processes to improve financial analysis and reporting across Colonial's subsidiary companies.
• Partner with the leaders and operations teams to better understand the business.
• Partner with accounting to collect and analyze financial data turning it into actionable insights.
• Identify and/or develop key indicators impacting performance and results.
• Build and maintain models in Excel to support financial modeling, reporting, and analysis.
• Closely analyze monthly sales and track margin performance.
• Support the continued development of the annual fiscal year budget and forecasting process.
• Review and analyze trends (revenues, costs, inventories, etc.)
• Identify areas to automate reporting and eliminate duplication.

QUALIFICATIONS

• Bachelor's degree is required (finance, accounting, business, math, etc.)
• A working knowledge of Excel (pivot tables, XLookup, etc)
• The candidate should be comfortable learning new software platforms; prior exposure to JD Edwards and Power BI is helpful but not required
• Verbal and written communication skills, critical thinking, and interpersonal skills are required.
• Strong analytical and problem-solving skills.

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

While performing the duties of this job, the employee is regularly required to sit, stand, walk, and may occasionally lift and/or move up to 40 pounds. Travel will be minimal, potentially up to 10%.

Eligibility Requirements: Hiring is contingent upon eligibility to work in the United States.

Colonial Group, Inc. is committed to creating an environment that values and supports diversity and inclusiveness across our organizations. We encourage applications from qualified individuals who will help us achieve this mission. Colonial Group, Inc. prohibits discrimination of and will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.