Bachelor's degree in Finance, Accounting, Economics, or related field required
MBA preferred
4+ years of FP&A, financial analysis, or corporate finance experience
Manufacturing, distribution, or industrial industry experience strongly preferred
Advanced Microsoft Excel skills required
Strong Power BI experience highly preferred
Experience with financial modeling and large data analysis required
Responsibilities
Establish a formal financial planning and analysis platform for the business
Analyze business performance and provide insights to leadership
Develop and maintain financial models and management reports
Prepare and distribute financial reports for executive leadership
Lead annual budgets, forecasts, and long-range projections
Collaborate cross-functionally with accounting, operations, and sales
Support external audit requirements and provide analytical support
Benefits
Opportunity to work with executive leadership
Engagement in cross-functional collaboration
Involvement in strategic decision-making processes
Access to advanced financial tools and platforms
Potential for professional growth in a dynamic industry
Full Job Description
Responsibilites/Duties
Establish a formal financial planning and analysis platform for the business, utilizing a mix of existing & new frameworks.
Analyze business performance, profitability, customer trends, pricing, and sales activity to identify opportunities and risks; provide insights and recommendations to leadership.
Develop and maintain financial models, management reports, dashboards, and KPIs to support operational and strategic decision-making.
Maintain and improve reporting databases, net sales tracking, commission calculations, rebate tracking, and financial analytics processes.
Prepare and distribute monthly, weekly, and ad hoc financial reports for executive leadership and lending institutions.
Support month-end close through financial analysis, reporting validation, and variance analysis.
Participate in detailed month-end close activities related to sales, sales adjustments, and sales commissions.
Lead annual budgets, forecasts, and long-range projections, financial process steps, and modeling.
Partner with sales and pricing teams to support pricing strategies, margin analysis, rebate programs, and customer profitability initiatives.
Manage sales commissions and customer rebate programs along with specific customer POD's process steps.
Participate in the company's development of the Power BI platform, create dashboards and reporting tools to be used in the platform.
Serve as backup support for pricing analysis activities as needed.
Collaborate cross-functionally with accounting, operations, sales, and executive leadership
Support external audit requirements and provide analytical support as needed.
Perform other duties as assigned.
QUALIFICATIONS:
Education
Bachelor's degree in Finance, Accounting, Economics, or related field required.
MBA preferred.
Experience
4 or more years of progressive FP&A, financial analysis, or corporate finance experience required.
Manufacturing, distribution, or industrial industry experience strongly preferred.
Experience in supporting executive leadership and cross-functional business teams required.
Technical Skills in advanced modeling and financial concepts
Advanced Microsoft Excel skills required.
Required ERP system experience.
Strong Power BI experience is highly preferred.
Experience with financial modeling, dashboard development, and large data analysis required.
SQL or data analytics experience is a plus.
Additional Skills
Strong analytical and strategic thinking abilities.
Excellent communication and presentation skills.
Ability to translate complex financial information into actionable business insights.
Strong attention to detail and organizational skills.
Ability to work independently and manage multiple priorities in a fast-paced environment.
PHYSICAL REQUIREMENTS:
Sitting or standing for extended periods of time up to 8 hours.
