Financial Planning Analyst (On-site)

Job Description

Job Description

Description:

Job Title: Financial Planning Analyst

Payrate: $85k-100k DOE, exempt

Department: Accounting

Report To: Financial Controller

Working Hours: Onsite, Schedule may vary depending on company needs

JOB SUMMARY

As part of the CFO and executive management support team, the Financial Planning Analyst must have strong teamwork, planning, analytical, problem-solving abilities, and presentation / communication skills. Duties include P&L, Balance Sheet, and Cash Flow reporting, analysis and projections, and ad hoc financial & business analysis to support sales & earnings growth objectives of the enterprise. Responsible for providing strategic analysis and decision support to senior management, contributing to the forecast and budget-setting process, and tracking business results and cash flows. Analyzes sales & financial data by line of business portfolio to identify growth opportunities for further investment and/or cost savings/efficiency. May provide Treasury related reporting & analysis support. Also provides cross-training to the Operations Analyst, AR & Collections Coordinator, Purchasing Coordinator, and Accounting department’s staff accountants.

ESSENTIAL FUNCTIONS

• Performs financial analysis and modeling; as well as implements, maintains, and leverages scalable FP&A systems and processes at the enterprise level.
• Work closely with senior management to develop and implement reporting tools, including but not limited to a weekly and/or monthly ownership report.
• Analyzing, interpreting and communicating cost and expense variances to senior management.
• Assists CFO and in the development of financial plans and budgets.
• Coordinate, with Sales & Operations leadership input, the overall annual operations budget process working cross-functionally.
• Coordinate the annual P&L budgets & forecast updates for separate lines of business and cost centers.
• Work closely with senior management to enhance KPIs and develop operational reports to further help plant management and employees understand plant activities and drivers.
• Supporting the Financial Controller with special projects & analysis, including but not limited to:

- Assistance with monthly / quarterly bank covenant compliance reporting

- Evaluating borrowing structures to ensure competitive funding costs

- Evaluating credit risk; developing strategies to reduce exposure to write-offs

- Maintaining the daily cash receipts and disbursements model

- Maintaining the weekly treasury reporting model

- Maintaining the quarterly grower finance / payment model

- Maintaining the annual export sales related IC-DISC calculation

• Analyze, develop, and continually verify costing models and process costs including or overhead allocations according to accounting procedures.
• Analyzing financial results, helping the Operations Analyst to define various product and operational costs (e.g. variable vs fixed and direct vs indirect) preparing reports, and monitoring variances.
• Help further develop the Crop Throw analysis to expand financial understanding of the current crop potential.
• Review plant department operational forecasts and budget performance.
• Assume other ad hoc finance / analytically related tasks as assigned.

REQUIREMENTS/QUALIFICATIONS

1. Excellent cross-functional leadership and organizational skills.

2. Analytical and creative thinking / problem-solving ability.

3. Strong written & verbal communication and interpersonal skills.

4. Advanced knowledge of FP&A software solutions, MS Excel, SAGE accounting, sales & operations databases, and/or similar scalable IT data management applications.

5. Customer-oriented approach with aptitude for technical support and solutions.

6. 3-4 years of relevant experience; BS/BA in finance, accounting, business management & economics or relevant field and/or experience required, preferably in an agricultural related business.

7. CPG experience required.

8. Food Processing background preferred.

9. Advance experience using data extraction tools.

PHYSICAL DEMANDS

• Will occasionally stand, walk, use hands to finger, handle and feel, reach with hands and arms, talk and hear, taste and smell.
• Will frequently sit and occasionally climb or balance and stoop, kneel crouch or crawl.
• Must use both hands for rapid mental muscular coordination simultaneously.
• Must be able to reach high and low levels, frequently.
• Must be able to push/pull/lift with arms below waist/at shoulder/above shoulder level up to 30 pounds frequently.
• Must lift with arms up to floor to waist, waist to shoulder 30 pounds.
• Must be able to continually stand/stoop/walk/bend, up to 12 hrs.
• Ability to strenuous flex/grip with wrist/hands frequently (15 flexions/minute).
• Use of keyboard and mouse for an extended period.

WORK ENVIRONMENT

• May work near moving mechanical parts.
• May work around wet or humid conditions, in high, precarious places, fumes or airborne particles, outdoor weather conditions, extreme cold (non-weather), extreme heat (non-weather), risk of electrical shock, and/or risk of vibration.