SUMMARY: Leads financial planning and analysis activities by developing financial forecasts, cash flow projections, annual budgets, management reporting, and performance analyses to support strategic decision-making and drive business results across the organization.
DUTIES AND RESPONSIBILITIES:- Prepares and analyzes daily, weekly, monthly, quarterly, and annual financial and operational performance reports.
- Develops, consolidates, and analyzes financial reports; investigates and explains significant variances; identifies, researches, monitors, and reports operational trends impacting business performance.
- Partners with business leaders to analyze project, product, and service profitability and provides actionable financial insights and recommendations.
- Identifies, analyzes, and presents opportunities for operational improvements that positively impact financial performance.
- Develops, analyzes, and reports recommendations regarding equipment purchases, business opportunities, compensation programs, capital expenditures, and other business initiatives.
- Analyzes actual financial performance against forecasts, budgets, and strategic plans; investigates significant variances and communicates findings and recommendations to management.
- Prepares industry benchmarking reports and competitive analyses and evaluates Company performance against applicable benchmarks.
- Leads the annual budgeting process and supports the development of the Company's strategic and operating plans.
- Develops and maintains financial models supporting strategic planning, capital investments, growth initiatives, and operational decision-making.
- Partners with business leaders to establish key performance indicators (KPIs) and monitor business performance.
- Supports executive leadership by providing financial analysis, forecasting, and recommendations related to strategic business decisions.
- Supports the development and implementation of finance and accounting policies, procedures, controls, and management information systems.
- Supports the establishment of procedures, coordinates schedules, and expedites workflow as required by business needs.
- Assists with special projects and strategic initiatives as assigned.
- Performs other related duties as assigned by management.
QUALIFICATIONS: - Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field required.
- MBA, CPA, CMA, or other relevant professional designations are a plus.
- Ten (10) or more years of progressive experience in financial planning and analysis, corporate finance, accounting, or a related field.
- Commitment to excellence and high standards.
- Excellent written and verbal communication skills.
- Ability to interact effectively with all levels of management.
- Strong organizational, analytical, problem-solving, and decision-making skills.
- Ability to manage multiple priorities and competing deadlines.
- Versatility, flexibility, and adaptability in a fast-paced environment.
- Exceptional attention to detail and accuracy.
- Demonstrated ability to lead projects and drive results.
- Ability to work independently and collaboratively across departments.
- Advanced proficiency in Microsoft Excel, Power BI, Power Query, and financial modeling.
- SAP experience required.
- Proven ability to manage multiple projects and meet deadlines.
- Demonstrated ability to calculate figures and amounts such as percentages, margins, interest, and financial ratios.
COMPETENCIES: - Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs workflows and procedures.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
- Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
- Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
- Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
- Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
PHYSICAL DEMANDS AND WORK ENVIRONMENT: - Frequently required to sit and operate a computer and other standard office equipment.
- Frequently required to communicate verbally and in writing.
- Frequently required to use hands and fingers to perform computer-related tasks.
- Must be able to view and analyze information on computer screens for extended periods.
- Work is primarily performed in an office environment with occasional exposure to moderate noise levels.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
