Financial Analyst, Sr.

Overview

This position will support the FP&A team in performing financial and analytical support including data analysis, modeling, ROI calculations, reporting, assistance in preparation of presentations and participation in the forecasting and budgeting process.  

Responsibilities

Specific Responsibilities  

• Conduct in-depth financial analysis to evaluate business performance and identify trends, risks, and opportunities. 

• Analyze key performance indicators (KPIs) and variances, providing actionable insights to senior leadership. 

• Develop and maintain financial models to support decision-making and strategic planning. 

• Prepare and deliver accurate, timely, and insightful financial reports to management and other stakeholders. 

• Develop dashboards and visualizations to enhance understanding of financial performance. 

• Support the month-end and quarter-end close processes by providing financial data and analysis. 

• Collaborate with business units to provide financial insights and recommendations that align with organizational objectives. 

• Participate in strategic projects, such as evaluating new business opportunities, cost optimization initiatives, or capital investment decisions. 

• Perform variance analysis in performance and expenses  

• Assist auditors, both internal and external, by ensuring prompt responses to data requests and inquiries  

• Identify opportunities to streamline and improve financial processes and reporting systems. 

• Ensure accuracy, consistency, and compliance with company policies and external regulations. 

• Leverage financial tools and technology to enhance efficiency and analytical capabilities. 

 

General Responsibilities 

• Poses no direct threat to the health or safety of himself/herself, of others, or to property. Defined as a significant risk of substantial harm that cannot be eliminated or reduced to an acceptable level by reasonable accommodation.    

• Requires regular attendance to perform essential element as contained herein between the assigned start and end times for work.   

• Performs such individual assignments as management may direct.    

• Other duties as assigned

Qualifications

Education, Experience, and Licenses: 

• Bachelor's degree in finance or accounting  

• 5+ years of financial and analytical experience, preferably in a manufacturing environment and/or 5+ years of experience supporting a sales organization, preferably in the consumer goods industry   

• Familiarity with Oracle systems  

• Ability to work effectively in a team environment and across all levels of a matrix organization  

• Excellent written and verbal communication skills to communicate clearly and concisely with various levels of management.  

• Self-motivated with intellectual curiosity and a business, analytical and execution mindset  

• Advanced user of Microsoft Excel and have a high proficiency in Microsoft Word and PowerPoint.   

• Experience with Spreadsheet Server, Essbase, Power BI strongly desired 

 

Knowledge, Skills, and Abilities 

• Proficient in financial analysis techniques including variance analysis, trend analysis, and financial modeling to interpret data and provide actionable insights for decision-making. 

• Strong understanding of accounting principles and financial statements (income statement, balance sheet, cash flow statement) to effectively analyze financial performance and trends. 

• Experience in forecasting and budgeting processes, including the ability to collaborate with various stakeholders to develop accurate financial forecasts and budgets. 

• Skilled in data analysis using tools like Microsoft Excel, Spreadsheet Server, Essbase, and Power BI to extract, manipulate, and analyze large datasets for reporting and decision support. 

• Excellent written and verbal communication skills to effectively convey complex financial information to diverse stakeholders, including senior management, in a clear and concise manner. 

• Ability to work collaboratively in a team environment and across departments to achieve common goals, leveraging interpersonal skills to build relationships and facilitate cooperation. 

• Proven ability to identify process inefficiencies and implement improvements to streamline workflows, increase efficiency, and enhance overall