Analyst, Financial Planning

1 week ago

Newburgh Heights, United States TriMark USA Full time

Job Description TriMark USA is the country's largest provider of design services, equipment, and supplies to the foodservice industry. We proudly serve our customers by providing design services, commercial equipment, and foodservice supplies across a wide range of industries and business sectors. Headquartered in Massachusetts, with a history dating back to 1896, we have locations across the country that offer foodservice operators an unparalleled level of service by combining our unique design capabilities and our expert market knowledge with the purchasing strength, delivery, installation, and after-sales service capabilities of a national company. Our employees are focused on creating customized solutions for our clients to ensure they achieve their culinary goals while upholding our I.C.A.R.E. values: Integrity, Customer Service, Accountability, Respect, and Excellence. For more information, please visit:

www.trimarkusa.com

Why you'll love it here Benefits include Medical, Dental, Vision, Tuition Reimbursement, Pet, and Legal Insurance.

POSITION SUMMARY: The Financial Analyst reports to the Manager of Financial Planning & Analysis. Located in Cleveland, OH. Full-Time Hybrid

The Financial Analyst is primarily responsible for preparing financial plans, analyzing actual results vs. plans, reporting results to internal management and external parties (as needed) and performing ad hoc financial analyses.

A key objective for this role is to help drive financial results by providing business leaders data driven insights that facilitate focusing the business on the most impactful areas.

This role will also be responsible for helping to drive efficiencies in the organization through process improvement, automation, and standardization.

ESSENTIAL FUNCTIONS & RESPONSIBILITIES:

Assist with the preparation of financial budgets and forecasts.

Partner with key stakeholders to analyze financial data, explain variances and investigate discrepancies.

Highlight risks and opportunities to financial targets and raise issues as appropriate.

Maintain effective business partnerships to gain insight into business trends and strategic initiatives that impact financial forecasts.

Develop and maintain monthly reporting packages.

Analyze and track operational and financial metrics.

Identify, develop and implement process improvements.

Prepare ad-hoc analyses to understand business trends.

Provide project/initiative support as needed.

COMPETENCIES:

Financial modeling and strong analytical skills required.

Proven technical skills; ability to understand and build complex data models and financial scenarios.

Solid knowledge of P&L and Balance Sheet relationship and management.

Understanding of databases and queries (preferably experience with SQL and/or Python).

Strong interpersonal skills; ability to work collaboratively with others.

Strong written and oral presentation skills.

Ability to effectively multi-task with competing priorities; make decisions under pressure and work under tight deadlines; delivering accurate, on time, high quality work.

Strong attention to detail.

QUALIFICATIONS & EXPERIENCE:

Bachelor's Degree in Finance, Accounting, Economics or similar; MBA/CPA preferred, or equivalent Military or practical experience.

2 - 5 years of progressive finance experience.

Advanced proficiency with Microsoft Excel.

Proficiency with Microsoft Word and PowerPoint.

Experience with data analytics tools and languages strongly preferred (e.g. PowerBI, Python, SQL).

Ability to successfully pass a background check post offer acceptance.

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