FP&A

Financial Business Analyst

This company is a growing packaging solutions company that has been providing customer solutions since the early 1900s. We have an outstanding small company culture of teamwork, fun, professionalism and entrepreneurial spirit where YOU can make a difference! Position will be approximately 60% in the office and 40% remote after training period, depending on department needs.

Responsibilities: Forecasting, Modeling & Analysis

• Prepare financial reports, dashboards, scorecards, and other data analysis tools utilizing Power BI.
• Support the financial planning process inclusive of budgets, re-forecasts, capital expense analysis, M&A analysis and long-term plans by modeling and analyzing goals across the company and at the department level.
• Help to develop, define, and maintain financial models to support valuation, costing, planning and forecasting.
• Gather and analyze current and past data results, identify areas of risk and opportunity, and make recommendations to leadership for improvements.
• Prepare and maintain financial projections of cash receipts, disbursements, debt, and borrowing base levels (receivables and inventory) and reviewing actuals monthly.
• Conduct thorough research of historical financial data and account reconciliation.
• Analyzes industry trends and makes recommendations based on those trends.
• Partner with teams throughout the company to identify improvements that could lead to cost savings or revenue enhancement. including assistance in calculating ROI on various projects and investments.

Data Management and Business Intelligence

• Develop and maintain automated reporting, dashboards, scorecards, and other business intelligence tools that provide key data and reporting to business users.
• Translate business needs and user requirements into specifications to develop and implement new reports, dashboards and data collection systems using business intelligence and other reporting tools.
• Establish a thorough understanding of the core business processes and daily workings, and the connection of those processes to other business functions.
• Support the development and maintenance of an infrastructure that facilitates rapid reporting and analysis of key metrics driving operational performance.

Other

• Provide back-up support to Finance department
• Perform special projects as assigned

Knowledge, Skills & Abilities

• Proficient in financial modeling techniques
• Advanced knowledge with Excel formulas and functions
• Advanced analytical and problem-solving skills
• Advanced project management skills with the understanding of business functionality as it relates to process
• Ability to effectively manage multiple projects and priorities simultaneously
• Excellent time management, attention to detail and organizational ability
• Advanced presentation, reporting and communication skills
• Understanding of Corporate Finance, FP&A and GAAP

Requirements

• 5+ years in an Analyst, Reporting, BI, Finance or related position in a manufacturing or distribution environment
• Experience with activity-based costing for fixed and variable costs in relation to the overall direct cost of a line of products
• Advanced experience using Power BI
• Experience in Acumatica and Velixo preferred
• Experience using quantitative analytical tools to assemble, analyze, and draw conclusions from business data
• Familiarity report writing with SQL databases
• Bachelor's Degree in finance, economics, business, or another related field