Financial Analyst Manager

GENERAL DESCRIPTION

As a Financial Analyst Manager, you will play a critical role in driving our company's financial planning and analysis efforts. You will work closely with the finance team, executive leadership and other stakeholders to deliver actionable insights and strategic recommendations, enabling data based decision-making and contributing to business growth. This hybrid / remote position is based in the City of Industry and reports directly to the Chief Financial Officer.

ESSENTIAL JOB DUTIES

Perform a variety of leadership duties and job tasks within an assigned department and /or work areas, ensuring that all application safety laws/regulations as well as state/federal employment laws that pertain to this position are following in accordance with Company policies, procedure, standards, and work rules. Essential job functions and duties include, but are not limited to, the following:

Financial Planning & Reporting:

• Lead and manage all financial planning, forecasting, modeling, and reporting activities, acting as the Financial Business Partner for the company.
• Build and develop the Financial Planning & Analysis (FP&A) department to support current and future reporting and analytical needs.
• Consolidate monthly trial balances and prepare comprehensive financial reports and analytics for Management and Board presentations.
• Develop annual budgets, financial forecasts, sales projections, and long-range financial plans.

Data Analysis & Dashboards:

• Manage Power BI programmer and analysts to enhance Power BI dashboards.
• Consolidate, analyze, and provide various reports and dashboard summaries using financial data from multiple sources, focusing on KPIs, trends, and opportunities.
• Assist with data warehouse management and transformation using Power BI and Microsoft Azure to ensure data integrity and accessibility.

Strategic Collaboration & Insights:

• Collaborate with operational teams to understand business initiatives and provide financial support for strategic decision-making.
• Assist in developing and refining financial models to evaluate business performance and identify value creation opportunities.
• Participate in potential acquisitions by analyzing financial synergies and providing insights.

Special Projects:

• Undertake special projects and ad-hoc analyses as needed to support the CFO and other senior leadership.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, education and/or abilities required for the job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential job functions:

• Proven experience as a financial analyst in a mid-size manufacturing environment.
• Demonstrated leadership skills in building and optimizing financial processes and systems.
• Strong analytical skills with a focus on problem-solving, data collation, and statistical analysis.
• Advanced Excel proficiency, including pivot tables, VLOOKUP, Index Match, and other advanced formulas.
• Expertise in financial reporting and dashboarding using Power BI, along with knowledge of data warehouse structures (ie, Azure).
• Strong understanding of manufacturing ERP systems and how they integrate with financial processes.
• Excellent communication and presentation skills, capable of interacting with stakeholders at all levels.
• Ability to work independently, manage multiple priorities, and meet deadlines with a high degree of accuracy.

SELECTION GUIDELINES

The appropriate knowledge, skills and abilities required for this position are achievable through the following combination of education, work experience and training:

EDUCATION, EXPERIENCE & TRAINING

• Education: Bachelor's degree in finance, Accounting (MBA or CPA preferred).
• Experience: Minimum of 7 years of relevant financial analysis experience.
• Skills and Training: Strong background in FP&A, financial modeling, and data analysis, with advanced knowledge of Excel, Power BI, and ERP systems.

PHYSICAL DEMANDS & WORKING CONDITIONS

The essential functions of this job require the employee to perform the following physical activities during work:

• Sitting: Majority of the time will be spent sitting at a desk while working on a computer or handling paperwork. Sitting is required for extended periods (e.g., "Must be able to sit for long periods, typically 6-8 hours per day").
• Standing and Walking: Periodic standing and walking may be required (e.g., "Occasional standing and walking within the office to access files, office equipment, or attend meetings").
• Lifting and Carrying: Light lifting may be necessary (e.g., "Must be able to lift and carry office supplies or documents weighing up to 20 pounds").
• Reaching, Bending, and Stooping: Describe any occasional reaching or bending (e.g., "Frequent reaching above and below shoulder level to access files or office supplies; occasional bending and stooping to retrieve items from lower drawers or cabinets").
• Manual Dexterity: Fine motor skills for handling paperwork, using a keyboard, mouse, and other office equipment (e.g., "Frequent use of hands for data entry, typing, and operating office equipment such as printers and copiers").
• Visual Demands: Requirements for reading and computer work (e.g., "Must have sufficient visual acuity to read documents, spreadsheets, and emails on a computer screen for extended periods").
• Hearing and Speech: Communication abilities needed (e.g., "Ability to hear and understand conversations in person or over the phone; clear speech to communicate effectively with colleagues and clients").

Note: The Company reserves the right to modify, update, change and/or make corrections to this job description, at the sole discretion of senior management, at any time during the employee's employment term, at the sole discretion of management.

This is an exciting opportunity to join a growing company.

K1 Packaging Group is an Equal Opportunity Employer: Female/Minority/Disability/Protected Veteran/Sexual Orientation/Gender Identity. All qualified applicants will receive consideration for employment without regard to, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

Job Type: Full-time