Financial Analyst - Manufacturing Business Unit

About Us

Data Analysis Inc (DAI) is the parent company of a global group of privately held firms in fields ranging from institutional equity markets to digital investment news and information to omnichannel communication solutions. DAI provides leadership, oversight, and strategic direction and shapes the purpose, vision, and mission of these firms. Shared services include administration, finance, and human resources. DAI’s global team embraces an entrepreneurial focused environment fostering collaboration, teamwork, and creativity with a dynamic culture that emphasizes the value of its associates and their dedication to success. We strive to be leaders in our field, innovators with a history of being in the forefront of using technology to deliver our services. 

Summary

The Analyst, FP&A plays a critical role in supporting the financial planning and analysis activities for DAI’s manufacturing business unit. This role is focused on providing actionable financial insights, conducting revenue and margin analysis, and assisting department heads with budget forecasting, financial modeling, and decision-making processes. By closely collaborating with business leaders across manufacturing functions, the Analyst will help optimize cost management, drive profitability, and support strategic growth initiatives. The Analyst will report directly to the Manager, FP&A, supporting the team in ensuring accurate, data-driven financial guidance to the organization.
 

Duties and Responsibilities

• Support business department leaders in the development and maintenance of budgets, forecasts, and long-term financial plans by providing relevant financial data and insights specific to each department’s operations
• Conduct revenue and margin analysis on a monthly and ad-hoc basis to assess financial performance, identify trends, and provide recommendations for cost optimization and revenue growth opportunities
• Assist in the preparation of detailed variance analysis to explain differences between actual and planned financial performance, with a focus on understanding key drivers of variances such as labor costs, materials, and overhead
• Develop and maintain financial models to analyze the profitability and help drive data-driven decision-making in support of strategic initiatives
• Prepare and present financial reports for department leaders and senior management, including insights on revenue, margin performance, and cost efficiency across the manufacturing functions.
• Work closely with Accounting to ensure accurate and timely accounting recognition of revenue and expenses
• Support FP&A leadership in the creation of KPIs to measure the performance departments, including metrics for revenue growth, margin improvement, and cost control
• Assist in the development of ad-hoc financial analyses related to specific projects, initiatives, or investment opportunities, helping to evaluate potential returns or risks
• Contribute to process improvements in financial planning and reporting, identifying opportunities to streamline workflows and leverage automation for more efficient data analysis and reporting
• Collaborate with cross-functional teams (e.g., Operations, Supply Chain, Sales) to provide financial insights that drive decisions around production schedules, inventory management, and pricing strategies.
   

Qualifications & Requirements

• 1-3 years of experience in Financial Planning & Analysis, with a background in supporting manufacturing operations or business units, focusing on revenue and margin analysis
• Proficient in Excel, with some experience in financial modeling, scenario analysis, and working with large datasets to provide in-depth business insights
• General understanding of manufacturing cost structures, including labor, materials, and overheads, and the ability to analyze financial performance across these key cost drivers.
• Analytical skills with the ability to dive into data and identify trends, variances, and business opportunities, and then communicate findings to business leaders in a concise and actionable manner.
• Experience with ERP and EPM systems (e.g., Dynamics 365 & Planful/Hyperion, or similar), and the ability to navigate financial systems to extract data, perform analysis, and ensure reporting accuracy
• Strong attention to detail in financial analysis and otherwise, with the ability to quickly identify discrepancies, inefficiencies, and opportunities for improvement
• Ability to prioritize tasks and manage multiple deadlines, ensuring timely delivery of financial analysis and reports
• Excellent written and verbal communication skills
• Proactive mindset with a focus on identifying issues or opportunities early and developing solutions to driv