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Financial Planning

2 months ago

Waukesha, United States Generac Power Systems Full time

We are Generac, a leading energy technology company committed to powering a smarter world.

Over the 60 plus years of Generac’s history, we’ve been dedicated to energy innovation. From creating the home standby generator market category, to our current evolution into an energy technology solutions company, we continue to push new boundaries.

A career at Generac means stepping into a company that leads technological advances. For more than five decades, Generac has designed and manufactured diesel, natural gas, and bi-fuel generators, but we’ve evolved into so much more. As we continue to grow in both size and technological advances, we consistently push past norms to pave a way towards the future. We are not simply satisfied with what is working now. Instead, we challenge ourselves to revolutionize and optimize the industry while bringing out the best in our people.

The Financial Planning Analyst plays a key role in providing financial planning and analysis support for Generac’s Industrial Solutions business group and its’ growth strategy. Responsibilities will include assisting with the preparation of numerous forecast updates, long-range plan (LRP), and annual budget process; along with related Executive presentations. Will assist in the review and analysis of actual financial performance and related Executive presentations. Will manage the creation of channel & account level forecasts and drives them through the SIOP process to enhance business delivery performance; working closely with leadership as well as sales, commercial, demand planning, sourcing, and operations teams to develop and analyze data to drive optimized customer behaviors. Participation in margin enhancement, business improvement, and other projects as applicable and necessary.

Essential Duties:

- Track and manage customer rebate and discount programs, including developing monthly accruals and facilitating customer payments.
- Manage and develop reporting and analysis tools to support all functions of the Industrial Solutions business group.
- Assistance and participation in other projects as they arise or are deemed necessary around margin enhancement, business improvement, and other projects as applicable and necessary.

Prepare and drive sales forecasts through the SIOP process, activities include:

- Work cross-functionally to develop the monthly sales forecast;
- Work with the operations teams to coordinate demand planning with supply planning;
- Participate in the continuous improvement of the SIOP process;
- Participate in Inventory Management initiatives;
- Ad hoc requests from management.

Assist in preparation of the annual budget, periodic forecast updates and long-range plan, including:

- Orders and shipments forecasts;
- Gross margin and mix forecasts;
- Operating expense forecasts;
- Preparation of Executive presentations

Assist the review and analysis of actual financial results, including:

- Sales and gross margin bridge analyses
- Operating expense reviews;
- Development of a consistent monthly financial package;

Minimum Qualifications:

- Bachelor’s degree or equivalent
- Minimum 2 years relevant work experience in accounting, financial analysis, sales support or other related field

Preferred Qualifications:

- Degree in Finance, Statistics, Math, Accounting, Economics OR 4 years related experience in a financial analyst function
- SAP and BI experience
- Knowledge of PowerBI, Tableau, Salesforce, SQL, & Power Apps
- Manufacturing industry experience
- Advanced Excel skills with the ability to create, understand, and maintain complex financial models and analysis
- CPA certification
- Strong understanding of financial statements including the ability to analyze an Income Statement, Balance Sheet and Cash Flow Statement
- Ability to work both independently and as part of cross functional teams
- Strong written and oral communication skills, project management skills, and organizational skills

Knowledge, Skills, and Abilities:

- Financial and analytical skills to model and quantify impacts of assumptions and events
- Ability to present information clearly and effectively to a variety of audiences
- Ability to manage multiple projects and/or assignments concurrently
- Ability to act proactively, independently, and decisively to quickly assess needs and identify logical solutions
- Ability to think and act strategically
- Significant attention to detail and high level of accuracy
- Ability to work collaboratively across business units’ hierarchy and functions
- Excellent interpersonal, management, motivation and analytical skills
- Self-starter with initiative and vision; ability to manage multiple projects simultaneously

Great Reasons to work for Generac:

- Competitive Benefits: Health, Dental, Vision, 401k and many more
- Free onsite gym open Monday through Saturday for Generac employees
- We offer product loan (for up to 4 days) and discount programs
- Pride When a storm strikes, Generac emplo