Senior Financial Analyst

Summary:

Reporting to the Vice President of Corporate Financial Planning & Analysis, the Senior Financial Analyst is responsible for financial analysis and modeling, preparation of consolidated financial plans and budgets, forecasts, financial reporting, preparation of month end reporting including narratives, and various ad hoc reporting.

Essential Duties & Responsibilities:

• Develops integrated and dynamic financial and operational analysis, for actuals, budgets and forecasts for internal and external reports, and presentations.
• Prepare consolidated monthly, quarterly, and annual financial reporting, including coordinating timelines, managing the forecast model and the consolidation process, collaborate cross-functionally to document key assumptions, lead review meetings, and complete all required materials for review by senior management. and other operational key performance indicators for internal and investor reports and presentations.
• Perform variance analysis of business performance relative to budget metrics and prior periods, investigate source and root cause of results and concisely articulate analysis/findings and present appropriate actions.
• Provide strategic recommendations to management and develop business plans leveraging insights into operational structure and functions.
• Support annual budget development process including completing various ad-hoc analyses to add insights into the budget and participate in budget presentation.
• Produce designated management reporting including insightful analysis and commentary to convey key insights and provide a basis for action. Ensure accuracy and completeness by reviewing the work of others.
• Provide financial expertise by working on and leading cross-functional teams, ensuring that projects are modeled appropriately and that financial ramifications are adequately considered. Act as the primary contact on projects engaging with senior leadership throughout the process.
• Build and maintain strong relationships with members of the finance team and the business partners that we support. Seek feedback and improve performance to ensure we are driving standards of excellence.
• Leverage existing tools and systems to pull and summarize data as well as provide creative alternatives and recommendations for increased sophistication to existing financial reports and KPI dashboards.
• Synthesize data and create standardized processes and procedures for reports and dashboards.

Supervisory Responsibilities:

This position has no supervisory responsibilities.

This position has supervisory responsibilities

Competencies:

• Must be detail oriented with the ability to act independently, strong analytical and problem-solving skills
• Strong oral and written communication skills, experience in generating executive level summaries and reports
• Knowledge of corporate finance, accounting, and information analysis
• Strong verbal, written and presentation communication skills
• Exceptional customer service skills
• Ability to work in a flexible and production orientated environment
• Effective decision making and problem solving skills
• Proficient in MS Office, specifically excel spreadsheets (formatting, graphs/charts, advanced formulas, task automation, PivotTables, etc.) and other financial software or business analytics applications
• Must be able to read and/or interpret numbers and letters correctly
• Must work with numbers to calculate timeframe and evaluate costs and losses
• Must demonstrate organization and prioritization skills to manage time
• Experienced professional with high standards of excellence and adherence to deadlines
• Self-starter able to function effectively in a fast-paced growing company and adapt to change
• Strong financial modeling ability for utilization in budget and forecasting processes
• Ability to synthesize various, independently generated data points into a cohesive analysis

Education and Experience:

Education: BS in Finance or related discipline or equivalent work experience

MBA degree preferred

Experience: Minimum of 3 years relevant financial analysis experience

Preferred: Corporate performance applications

Power BI

Previous experience in Great Plains Software

Process improvement experience a plus

Physical Requirements and Work Content:

Americans with Disability Specifications: 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.

While performing the duties of this job, the employee is occasionally required to stand, move, operate with hands and arms, and lift up to 15 pounds. The employee is regularly required to use hands to operate or feel objects, tools or controls, communicate, distinguish or identify, adjust or focus.

Work Environment:

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position is a sedentary position that requires 8 hours of sitting at a desk in a climate controlled environment with frequent computer, mouse, 10 key touch and phone work.

Additional Comments:

These declarations are not to be an "all-inclusive" list of the duties and responsibilities nor of the skills and abilities required to do the job. They are intended only to describe the general nature of the job and a reasonable representation of its activities. Additional essential functions and/or tasks may be identified by the company and listed as such in the incumbent's performance appraisal. Various tasks may be assigned under each task or function. The incumbent performs other job-related duties as assigned and required.

This document does not create an employment contract, implied or otherwise, other than an "at-will" employment relationship.

EOE/Minority/Female/Disabled/Veteran