Senior Financial Planning and Data Analyst

Summary/Objective The Senior Financial Planning & Data Analyst will support management’s planning and decision-making by identifying, maintaining, analyzing, and evaluating financial, operational, and market information and turning the analysis into actionable insights. The position is responsible for the creation and execution of the Company’s five-year financial model, gathering and analyzing key financial, operational and market data and utilizing the knowledge gained to support executive leadership drive the strategic direction of the organization. Additionally, this role is responsible for partnering with the Controller and Finance Operations Manager to align monthly financial reporting with the strategic direction of the organization.

Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Create and maintain the Company’s five-year financial model. Partner with executive leadership to develop key revenue and cost drivers to utilize in the creation of the model.
Liaison with IT to create all necessary reporting for any data needs to drive the financial model and any other data components necessary to drive key decision making.
Partner with the Finance Operations Manager to create analytics to identify and implement efficiency improvements across company.
Create a method to track key competitive market data for all lines of business to be shared with the executive leadership team on a continual basis.
Own and execute the annual revenue budgeting process including preparing monthly variance analysis and partnering with the Controller and Finance Operations Manager in the timely completion of the annual budget process.
Support CFO in monthly reporting of financial results, preparing quarterly forecast to budget updates and analysis of monthly trends to be presented to the Board of Directors.
In partnership with the executive leadership team gather data and develop revenue projections for all new product, region and line of business launches.
Partner with the Controller and Finance Operations Manager to develop and implement allocation methods to support the creation of by product and line of business P&L’s.
Support senior leaders in analysis of new product roll-out and capital expenditure decisions.
Conduct regular ad-hoc analyses to understand & explain financial results, identify trends and inform key business decisions.

Core Values

Innovation

Never stop improving or learning
Take any training, coaching, or mentoring you receive seriously and use it to make yourself a better employee
Don’t be offended by constructive criticism, there’s room for improvement in every one of us
Come up with great ideas and get them implemented
Great ideas that aren’t put to use are worthless, we want to see them happen
Work smarter not harder – you won’t impress anyone here by working long hours
Take personal responsibility to improve the company

Excellence

Fight to be the best, be an “A” player
Recognize and understand your weaknesses and create a path to overcome them
Strive for perfection and don’t miss the details
Reach your full potential
Show integrity in every an action you take, don’t cut corners or be untrustworthy
Be confident
Stand out from the crowd – this is a competitive environment

Partnership

Be respectful, selfless, and empathetic
Recognize that you’re no better than anyone else, practice ego management
Believe that every person matters
Treat everyone (co-workers, boss, customers, the lady at the checkout counter, the homeless guy on the corner, etc.) as a partner
Fight like hell to satisfy every partner you interact with
Recognize that collaboration and teamwork are always the best decisions
If you have a better way of doing something, inspire your team to follow you – don’t go it alone
Use compassion in your decision making and think about its impact on others

Competencies

Problem Solving/Analysis.
Financial Management.
Business Acumen.
Technical Capacity.
Initiative.
Communication Proficiency; An ability to articulate your experience crafting and developing complex financial models with the ability to generate insight, formulate recommendations and influence business decisions.

Required Education and Experience

1. BA from top tier institution required. Coursework in Finance, Accounting, Economics preferred (Master’s Preferred)

2. Demonstrated, progressive senior level experience performing forecasting, budgeting and analysis in the for-profit industry (global manufacturing, B2B experience a plus)

3. Expert in quantitative analysis; ability to building sophisticated, dynamic financial models in Excel; very comfortable manipulating large data sets

4. Independently motivated, a collaborative teammate with an affinity for adapting to different situations and personalities.

5. Ability to set priorities and manage multiple work streams simultaneously with limited guidance, while keeping management informed by providing proactive status updates

6. Proven and effective cross-functional communication skills (both written and verbal) in a high-paced, dynamic environment

7. Strong financial acumen broadly across an organization (e.g., understanding of financial statements, Chart of Accounts, business intelligence, FP&A processes, etc.)

8. Insatiable intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset

9. Advanced skills with Microsoft Office (Excel & PowerPoint)

10. Experience with business systems (ERP and Business Intelligence tools experience)

11. Knowledge and application of accounting principles including financial statements, costing, and fixed assets.

Preferred Education and Experience