Sr. Financial Reporting Analyst

JOB SUMMARY/PURPOSE

The Senior Financial Reporting Analyst is responsible for leading the Company's financial planning, forecasting, management reporting, business intelligence, and finance technology initiatives. The position serves as the primary owner of the annual budget process, quarterly forecasting cycle, monthly management reporting package, financial analytics, and performance dashboards.

In addition, the role acts as the Finance lead for Business Intelligence (BI) development and Artificial Intelligence (AI) adoption initiatives.

The position plays a critical role in providing financial insight, business performance visibility, and continuous improvement across all North American operations.

KEY TASKS AND RESPONSIBILITIES

Lead the Company's annual operating budget process by coordinating budget submissions across all departments and sites, developing budget assumptions, labor models, overhead allocations, and financial forecasts, and consolidating site-level budgets into company-wide reporting packages in coordination with the Operations Controller. Oversight of the Company's treasury function including cash forecasting and banking management. Management of government required reporting for compliance including census reporting, labor statistics, etc. Management of company tac reporting and filing in relation to GST/QST/HST for Canada as well as any other ad hoc tax items. Engagement during the Company's annual audit in support of trending analysis.

Quarterly Forecasting

Lead quarterly forecasting activities by partnering with operations, supply chain, commercial, and corporate functions to update financial assumptions, analyze variances against prior forecasts and budget.

Management Reporting

Own monthly reporting packages for senior leadership and produce financial results summaries highlighting revenue, production performance, operating costs, EBITDA, working capital, capital expenditures, and cash flow.

Business Intelligence (BI) Leadership

Serve as the Finance owner of business intelligence solutions in collaboration with the internal BI team by establishing standards for enterprise reporting and data governance, developing and maintaining KPI definitions and reporting hierarchies, and promoting self-service reporting throughout the organization. Lead development of Power BI and other reporting tools by designing executive dashboards and operational scorecards, partnering with business users to identify reporting requirements, and ensuring consistent reporting across departments and locations.

Artificial Intelligence (AI) Adoption & Finance Innovation

Act as the Finance lead for AI initiatives by identifying opportunities to leverage AI in financial planning, reporting automation, forecasting, variance analysis, knowledge management, and workflow automation. Identify repetitive activities appropriate for automation, implement tools that improve efficiency and reporting accuracy, measure productivity gains resulting from automation initiatives, and provide training and support to users adopting new technologies. Collaborate with IT and leadership to ensure responsible and effective deployment of AI technologies.

Continuous Improvement

Continuously improve financial reporting processes and tools by standardizing reporting across business units, increasing automation, reducing manual reporting effort, improving forecasting accuracy and reporting timeliness, and developing best practices for data visualization and business analytics.

JOB SPECIFICATIONS

Education and Experience requirements:

Bachelor's degree in accounting, finance, data analytics, business, or a related field is required. An MBA, CPA, CMA, CFA, or equivalent professional designation is preferred.

The role requires at least seven years of progressive experience in FP&A, financial reporting, budgeting and forecasting, and business intelligence. Experience supporting executive-level reporting, developing dashboards and analytical tools, and working in manufacturing, mining, industrial, or multi-site operating environments is preferred. Experience leading technology or automation initiatives is also preferred.

Financial Systems

The position requires proficiency with ERP systems such as IFS or similar platforms, as well as experience with financial planning and budgeting platforms, general ledger systems, and reporting systems.

Analytics & Reporting

The position requires advanced Microsoft Excel skills and experience with Power BI and Microsoft Copilot (preferred).

Knowledge, skills, abilities and other characteristics:

The successful candidate will demonstrate strong financial modeling skills, advanced analytical and problem-solving capabilities, the ability to communicate complex financial information clearly and concisely, strong business acumen, excellent presentation and executive communication skills, strong project management capabilities, the ability to lead change and technology adoption initiatives, and a high degree of intellectual curiosity and innovation mindset.

Working Conditions

Primarily office-based environment.

Periodic site visits may be required.

Occasional travel as necessary.

Extended hours may be required during month-end, year-end, budgeting, and audit periods.

The requirements and responsibilities in this description may be modified by the role manager during employment as needed.

NOTE

The requirements and responsibilities contained in this job description do not create a contract of employment and are not meant to be all-inclusive. Other task maybe assigned as required by business needs.

This Job Description may be changed by management at any time during employment.

Compensation
The annual compensation range for this position varies by work location:

• Montana: $109,732- $137,165
• Colorado: $126,192- $157,740

Starting pay within the applicable range will be based on relevant experience, qualifications, and skills.

This position is eligible to participate in the Company's annual incentive bonus program. Bonus eligibility and payment are subject to the terms and conditions of the applicable program.

Magris Talc offers a comprehensive benefits package that includes medical, dental, and vision insurance; employer-sponsored retirement benefits, including a 401(k) plan with company contributions; paid vacation and sick leave; paid holidays; and floating holidays. Eligibility and benefit amounts are subject to the applicable plan documents, company policies, collective bargaining agreement, and the employee's position and work location.