Sr. Financial Analyst

The Sr. Financial Analyst reports directly to the FP&A Manager and is responsible for driving cross-functional FP&A processes across the organization, including budgeting, forecasting, ad hoc reporting, and data-driven analysis to inform strategic and operational decisions.   This role will play a key part in establishing processes and practices that further develop the strategic finance function by strengthening key cross-functional partnerships and targeting areas for opportunity and improvement.

Essential Functions

• Participate in annual budgeting and periodic forecasting exercises, partnering with business leaders to develop targets and goals
• Assist in the preparation of monthly financial reporting package for management and the Board of Directors that includes timely and insightful financial analysis to measure progress against budget and forecast across key financial and operational metrics
• Serve as end-to-end project lead on ad-hoc strategic projects (including new product introduction, cost savings initiatives, and business acquisitions, as examples)
• Support department leaders across the organization in managing operating expense budgets, tracking performance, and building out relevant reports/dashboards
• Perform sales & margin analysis for actual results and the order book, identifying key drivers of margin performance/outlook
• Expand the Finished Goods inventory reporting and assist operations with planning

Required Skills/Abilities 

• Advanced Excel knowledge and experience building complex models and managing large data sets 
• Strong base knowledge of accounting, finance, production, and operations principles
• Strong aptitude for complex problem solving utilizing financial modeling and analysis
• Experience in the manufacturing and consumer products industry is strongly preferred
• Must have solid budgeting/forecasting/reporting background and experience with managing multiple entities or other financial modeling experience
• Proven ability to work cross functionally in a leadership capacity as well as support position

Required Education and Experience 

• BA/BS degree or equivalent Finance/Accounting/Business; CPA/MAcc/MSF/MBA a plus 
• 5+ years of experience in FP&A, strategic finance, investment banking, private equity, consulting, or venture capital
• Prior experience with financial planning tools and ERP knowledge (Power BI, D365, and OneStream) is also a plus
• GAAP knowledge and accounting experience is advantageous 

Essential Knowledge 

• Excellent written and oral communication skills with the ability to translate complex data into meaningful analysis for non-technical audiences

• Independent thinker who can manage multiple projects simultaneously and organize workload to meet timelines in a fast paced, very high-growth environment 
• Analytical, and strategic minded team player with strong work-ethic 

Personal Qualities  

• Solid interpersonal skills with proven ability to develop and maintain effective business partner relationships at all levels of the organization

• Results oriented and driven, with a track record for delivering to plan
• Flexibility to adapt quickly to changing circumstances.  Able to proactively question and challenge to prioritize and identify solutions in a timely manner

Travel Requirements 

• This position is mostly office-based but may require periodic travel to the company’s manufacturing and sales locations (~10%)

Physical Demands 

• Typical office environment
• Ability to sit or stand for periods of time
• Ability to operate standard office equipment