Portfolio Financial Analyst

Job Summary

This senior financial analyst position will have a variety of responsibilities that include assisting with financial forecasting and budgeting processes, performing detailed analyses around product line and company performance, developing standard reporting and procedures, and presenting key findings to senior leadership. The individual in this role should have a strong background in both finance and accounting, and it is highly preferred that they have a strong working knowledge of the industrial manufacturing space and our internal financial systems and processes.

Principal Duties And Responsibilities

Analyze Income Statement, Balance Sheet, and Statement of Cash Flows to provide business insights and trends
Support product portfolio team with detailed analyses on product line performance
Leverage 80/20 principles to help identify key opportunities for long-term strategic growth and profitability in various product groups
Develop and automate new standardized reporting for key financial metrics and other management reporting needs
Assist with key discrete strategic projects, presenting progress and key achievements to senior leadership teams
Analyze and interpret product line profitability, including pricing, cost of sales, SG&A, and other key financial performance indicators
Review capital expenditure requests from the business and recommend capital deployment decisions based on ROIC and timeline to value creation
Build and maintain financial models to identify and quantify the impact of macroeconomic drivers of our product lines
Support the development and rollout of annual functional level budgets
Evaluate current processes and continuously improve efficiency/ productivity through automation and other process improvements

Knowledge, Skills, & Abilities

Strong analytical skills with the ability to quickly collect, organize, analyze, and understand information with attention to detail and accuracy
Proficiency in working with large data sets and/or databases to perform analysis and create visual data
Experience in industrial manufacturing or knowledge of manufacturing concepts and processes
Ability to multitask and learn independently in a fast-paced environment
Excellent communication, interpersonal and presentation skills
Ability to present financial information to non-financial audiences
Strong understanding of financial statements
Understanding of accounting systems, processes, procedures, and internal controls
Proficiency in the following systems:
OneStream
Microsoft Office
SAP
SAP Business Warehouse
Microsoft Power BI

Education And Experience

Bachelor's degree in finance, accounting, or related field
CPA preferred
3-5 years of experience in financial analysis and accounting

COMPETENCIES & BEHAVIORS

Communication: Obtains consensus and collaboration across geographies and different functions; communicates well with all levels of management and staff; establishes productive relationships with end users; treats all individuals with fairness and respect; demonstrates sensitivity for cultural and gender differences; inspires others; maintains high standards of personal integrity

Drive for results: Proactively gets things done; balances "analysis" with "doing"; commits to achieving organizational goals

Teamwork: Collaborates with the data analytics team and global end users; acknowledges others' contributions; works effectively with individuals of different cultures and backgrounds; seeks help as needed; resolves differences across organizational and geographic boundaries; demonstrates the ability to work cross-functionally

Learning and knowledge sharing: Generates and shares new ideas; challenges status quo; builds partnerships with end users to increase organizational data and reporting competency

Analytical thinking and decisive judgment: Analyzes issues and problems systematically; gathers broad and balanced input on issues; draws sound, well-supported conclusions and translates those into timely decisions and actions

Creativity: Develops and implements innovative and industry leading concepts in all facets of work; translates transformational ideas into action plans; continuously seeks to improve all processes

DISCLAIMER

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
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