POSITION SUMMARYThe Senior Financial Analyst is a key contributor to the future growth of the company, providing critical financial insights and strategic support to senior leadership. Reporting to the Manager - Finance, Planning & Analysis, the Senior Analyst owns complex forecasting, budgeting, and variance analysis with a high degree of independence, and serves as a go-to analytical resource within the FP&A team. This role partners closely with Product, Sales, Marketing, and Operations to build tools and analyses that drive product-level and customer profitability, assess new-product-development economics, and identify portfolio growth drivers.
The Senior Financial Analyst will also assist the treasury function with 13-week cash flow forecasting, liquidity tracking, and reporting to stakeholders. Acting as a trusted advisor, this role provides hands-on financial consulting, strategic analysis, and executive-level presentations to support optimal business decision-making.
The ideal candidate is a self-starter who thrives in a dynamic, improvement-driven environment, with advanced analytical and modeling skills, strong business acumen, the ability to work independently on ambiguous problems, and a willingness to mentor junior analysts and collaborate across departments.
ESSENTIAL DUTIES AND RESPONSIBILITIES:Financial Analysis & Reporting- Own monthly variance analysis for assigned business areas, comparing actuals to forecast and budget using bridge/waterfall decomposition (price, volume, mix, cost) with clear narrative on drivers.
- Analyze top customers, product categories, and item-level profitability - including net realized price after backend programs (rebates, co-op/MDF, allowances, freight) - to identify margin and mix-optimization opportunities.
- Consolidate and automate scorecards and KPI reporting (e.g., OEE, DL efficiency, downtime, output) for improved efficiency, accuracy, and data integrity.
- Build capital-expenditure analyses using NPV/IRR/payback, and perform post-audit evaluations to compare projected versus realized returns.
- Own the 13-week cash flow forecast and liquidity tracking, and prepare borrowing base certificates and supporting stakeholder reporting.
- Lead ad hoc financial modeling and analysis - pricing scenarios, make-vs-buy, and sensitivity/scenario work - that turns data into actionable insight for leadership.
Cross-Functional Partnership & Projects- Collaborate with Sales and Marketing to analyze customer programs, pricing (MAP/MSRP, price laddering), price elasticity, and profitability drivers, quantifying revenue and gross-profit impact across scenarios.
- Partner with IT and Finance Systems to automate reporting processes and improve data accuracy.
- Lead and participate in special projects, including process optimization, profit-improvement initiatives, and strategic planning
SKILLS AND EXPERIENCERequirements:- Strong budgeting, forecasting, and variance analysis skills, including driver-based three-statement forecasting and margin-waterfall modeling.
- Advanced Excel (complex multi-tab models; INDEX/MATCH, SUMIFS, XLOOKUP, dynamic arrays; data tables and scenario/sensitivity analysis; Power Query/Power Pivot a plus) and financial modeling expertise, including NPV/IRR/DCF; experience with Essbase, Oracle, MicroStrategy, Power Bl, or Tableau a plus.
- Ability to manage multiple projects and priorities effectively.
- Excellent communication skills (verbal, written, and presentation) with ability to articulate insights to executive leadership.
- High attention to detail, proactive mindset, and strong problem-solving skills.
- Cost & data fluency - Understanding of standard costing and gross-to-net mechanics; ability to pull, clean, and reconcile large datasets from ERP systems.
Education and Experience:- Bachelor's degree in Finance, Business, Accounting, or related field; advanced degree, accounting experience, and costing knowledge a plus.
- Minimum 4 years of progressive experience in FP&A or related finance roles.
- Manufacturing and CPG experience preferred.
