SummaryThe Senior Financial Planning & Analysis (FP&A) Analyst will play a vital role in daily activities at Daybreak Foods, Inc. This role will be the hub of financial and operational data and results. This position will aid in producing operational and financial reporting and completing timely variance analysis. This position will develop and maintain Key Performance Indicator (KPI's) dashboards and templates. This role reports directly to the Director of Financial Planning & Analysis. The role is highly collaborative with Executive Leadership Team, Operations Leadership and many other functional areas within Daybreak Foods, Inc.
Key Responsibilities:The senior analyst will be responsible for, but not limited to, the following:
- Lead and contribute to the annual budgeting process, update and standardize templates to reflect the necessary information for the contributors to utilize.
- Lead, complete and deliver the monthly management financial statements and tell the story of results combining dollars and various metrics with operational events.
- Complete variance analysis to budget and projections identifying key drivers, providing concise reasoning of business outcomes and impacts on future financial performance.
- Develop and enhance financial reporting and forecasting processes, cascading standards into the operational areas.
- Educate and expand functional areas financial acumen and educate others on the impact of their decisions.
- Develop and maintain long-term financial plans supporting internal growth, acquisitions, and other events that are outside normal operating conditions.
- Develop and deploy customer pricing methodology accounting for production and processing costs associated with each customer.
- Actively participate in driving changes to reporting that enhances enterprise reporting that ultimately ends up in an executive scorecard.
- Identify, develop and maintain data warehouse(s) and distribute to leadership on a regular basis to support monthly variance process.
- Collaborate with cross-functional teams to gather relevant information for financial analysis.
- Perform other duties as assigned.
- Experience in industrial, agricultural, or manufacturing environments preferred.
- Ad hoc analysis or projects as they arise.
Skills and Talents:The ideal candidate will demonstrate:
- Demonstrated ability to effectively communicate complex financial concepts to non-financial leaders (written and verbal), leveraging strong interpersonal skills.
- Thorough understanding of GAAP practices and standards.
- Expanded experience building data warehouses and utilizing various software to create graphical content and distribute within the organization.
- Advanced skills in Excel, financial modeling, data management, and use of statistical techniques to accurately model scenarios.
- Thorough knowledge of SQL, PowerBI or Tableau required.
- Demonstrated ability to take conceptual ideas/direction and create clear, actionable plans and execution, comfortable with ambiguity.
- Ability to manage change and prioritize in a rapidly changing environment.
- Strong analytical and problem-solving skills.
- Proven ability to build strong relationships, based on trust and influence.
- Develop and mentor team members
- Long track record of working cross functionally to drive efficiency and accuracy, along with deploying software technologies.
Required Experience:- Bachelor's degree in finance, Accounting, Economics or related field from an accredited college.
- 3-7 years of FP&A experience.
- Self-motivated, independent, and proactive.
- Excellent written and verbal communication skills.
- Experience in industrial, agricultural, or manufacturing environments preferred.
Supervisory Responsibilities:This role will not have any direct reports or individuals reporting to them.
Primary Physical Demands:- Prolonged Sitting or Standing: Spending 8 to 10 hours a day at a desk or standing at the workstation.
- Repetitive Hand Movements: Intensive use of a keyboard and mouse for data entry, complex financial modeling in Excel, and building PowerPoint presentations.
- Visual Focus: Continuous, close-up viewing of dual or triple computer monitors to analyze dense spreadsheets, financial systems, and data dashboards.
Occasional Physical Tasks:- Light Lifting: Periodically lifting or moving light office supplies, laptops, or presentation materials (typically under 10-15 lbs).
- Office Mobility: Walking to meeting rooms, collaborating across departments, or utilizing office equipment like printers and scanners.
Work EnvironmentClean, temperature-controlled environment. Noise level is low. No personal protective equipment needed.