Financial Analyst

The Financial Analyst (FA) will support management planning and decision making by identifying, forecasting, monitoring, analyzing and reporting important information and key metrics from across the organization that affect the Company's financial performance. The FA will be responsible for leading the annual budgeting process, analyzing monthly financial performance against targets, preparing the Company's quarterly financial forecasts and providing financial consulting and analytics support in special projects. The position reports to the Accounting Manager for Reporting and Analysis.

Responsibilities

• Drives the annual budgeting process by:

-         Consulting with senior management and department manager about the strategic direction for the planning horizon;

-         Translating management direction into budget assumptions and guidelines;

-         Developing budgeting templates and models;

-         Setting the budgeting calendar for planning and presentation schedules and submission deadlines;

-         Developing sales forecast scenarios;

-         Facilitating discussions with proponents regarding budget proposals;

-         Consolidating budget proposals into a consolidated business budget; and

-         Facilitating presentations to management for budget approval.

• Monitors financial metrics and other key performance indicators against the budget and targets, highlighting trends and analyzing causes of unexpected variances, and reports the results to management via monthly management reports.
• Provides support to monthly and quarterly business reviews and deliverables including the completion of detailed analyses of sales, cost of goods sold, and operating expenses.
• Develops reporting packages including summarized variance analyses to be provided to senior leaders at monthly, quarterly, and annual reviews

§ Works cross-functionally with department leads in explaining value drivers and variances.

§ Maintains rolling forecasts to predict cash flows, sales and expenses.

§ Conduct business case and ROI analyses for proposed capital and operating expense outlays.

§ Prepares presentations to the Board of Directors and management, as required.

§ Performs other duties as required.

Qualifications

• College degree in Business Management, Finance, Accounting, or related field.
• Minimum 2-3 years of relevant experience in financial planning and analysis, preferably with a manufacturing company
• Strong analytical and problem-solving skills.
• Effective written and verbal communication skills
• With keen attention to detail, upholding high standards of accuracy and precision.
• Comfortable and effective at interacting with all levels of management.
• Ability to work independently and as a team member with excellent interpersonal skills.
• High level of proficiency in Microsoft Excel and adept in creating financial models and utilizing pivot tables.
• Nice to have:

-         Ability to translate financial information into narratives for non-financial stakeholders

-         Experience in Netsuite or other ERP systems

-         Experience working in a family-owned business