Financial Planning

5 days ago

New Albany, United States New Albany Industries Full time
Job DescriptionJob DescriptionDescription:

Develop tools and models to analyze and improve Company financial status by collecting, monitoring, and studying data; recommending actions. The financial analyst is a key player in company profit improvements using analytical tools and recommendations to Company leadership.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Partner with senior leadership to develop and maintain appropriate analytic tools to establish goals and measure performance
  • Build rigorous financial models utilizing Company cost and profit drivers to track and predict financial performance.
  • Lead the annual planning and weekly / monthly forecast process (sales, production, operating expenses, capital expenditures & working capital) plus the consolidation of all divisions.
  • Support the strategic business planning process
  • Identify and surface financial concerns by comparing and analyzing actual results with plans and forecasts.
  • Lead cost and profitability analysis by providing trends and forecasts; explaining processes and techniques; recommending actions.
  • Improve financial status by monitoring variances; identifying trends; recommending actions to management.
  • Prepare the weekly, monthly & quarterly financial reporting packages for key stakeholders
  • Coordinate and lead BI implementation for key metric reporting
  • Provide insight to spending trends to increase understanding and inform decision making

Partner with accounting & treasury as appropriate

Requirements:

POSITION QUALIFICATIONS/ FUNCTIONAL SKILLS/ COMPETENCIES:

Functional Skills

  • Strong financial analysis skills including financial planning and forecasting, with exposure to mergers/acquisitions projects a plus.
  • Strong technical skills in finance, accounting, treasury.
  • Intuitive and insightful, with a keen sense of how to increase company value.
  • Excellent written and verbal communication skills, and a proven relationship builder.
  • High-energy with a motivation to take on the challenges that create opportunities.
  • Strong Microsoft Office skills, advanced Excel skills, Power BI, scenario modeling skills.

Competencies

  • Effective communication skills & professional attitude
  • Collaborator/Team builder/Team player across all levels of the company
  • Nimble, self-started with ability to learn in a fast-paced environment
  • Effective project management skills
  • Effective time management skills
  • Continuous improvement
  • Passionate attention to detail
  • Communicate efficiently and effectively

EDUCATION / EXPERIENCE:

Required:

  • 3-5 years of experience in financial positions of increasing scope
  • Bachelor’s degree in finance or accounting

Preferred:

  • Experience in similar industry – Manufacturing (mattress, furniture, etc.) or Retail
  • Exposure to companies with private equity ownership


JOB FACTORS/WORK ENVIRONMENT:


  • Up to 10% travel
  • Work is primarily sedentary in nature
  • Collaborator/Team builder/Team player across all levels of the company
  • Nimble, self-started with ability to learn in a fast-paced environment
  • Effective time management skills
  • Continuous improvement
  • Passionate attention to detail
  • Communicate efficiently and effectively

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