Financial Planning and Analysis Consultant

2 weeks ago

Waukesha, Wisconsin, United States Generac Power Systems Full time
About Generac:

Generac is a prominent energy technology firm dedicated to advancing a more intelligent world. With over 60 years of innovation in energy solutions, we have pioneered the home standby generator market and are now evolving into a comprehensive energy technology solutions provider.

A career with Generac means joining a company at the forefront of technological progress. For decades, we have engineered and produced diesel, natural gas, and bi-fuel generators, but our ambitions extend far beyond that. As we expand in both scale and innovation, we continually strive to redefine industry standards and cultivate the potential of our workforce.

Position Overview:

The Financial Planning Analyst is essential in delivering financial planning and analytical support for Generac's Industrial Solutions division and its growth initiatives. Key responsibilities include assisting in the preparation of various forecast updates, long-range planning, and annual budgeting processes, along with related executive presentations. The role involves reviewing and analyzing actual financial performance and creating channel and account-level forecasts, driving them through the SIOP process to enhance business performance. Collaboration with leadership, sales, commercial, demand planning, sourcing, and operations teams is crucial to develop and analyze data that fosters optimized customer behavior. Participation in margin enhancement, business improvement, and other relevant projects is also expected.

Key Responsibilities:
  • Monitor and manage customer rebate and discount initiatives, including the development of monthly accruals and processing customer payments.
  • Develop and manage reporting and analytical tools to support all functions within the Industrial Solutions division.
  • Engage in various projects related to margin enhancement and business improvement as necessary.
Sales Forecasting and SIOP Process:
  • Collaborate cross-functionally to generate the monthly sales forecast.
  • Coordinate demand planning with supply planning alongside operations teams.
  • Contribute to the ongoing enhancement of the SIOP process.
  • Participate in inventory management initiatives.
  • Address ad hoc requests from management.
Budget Preparation and Financial Analysis:
  • Assist in the formulation of the annual budget, periodic forecast updates, and long-range planning, including:
  • Forecasts for orders and shipments.
  • Gross margin and mix forecasts.
  • Operating expense forecasts.
  • Preparation of executive presentations.
Financial Performance Review:
  • Analyze sales and gross margin variances.
  • Review operating expenses.
  • Develop a consistent monthly financial reporting package.
Qualifications:
  • Bachelor's degree or equivalent experience.
  • A minimum of 2 years of relevant experience in accounting, financial analysis, or related fields.
Preferred Qualifications:
  • Degree in Finance, Statistics, Mathematics, Accounting, or Economics, or 4 years of related experience in a financial analyst role.
  • Experience with SAP and BI tools.
  • Familiarity with PowerBI, Tableau, Salesforce, SQL, and Power Apps.
  • Experience in the manufacturing sector.
  • Advanced Excel skills, including the ability to create and maintain complex financial models.
  • CPA certification.
  • Strong understanding of financial statements, including the ability to analyze income statements, balance sheets, and cash flow statements.
  • Ability to work independently and collaboratively within cross-functional teams.
  • Excellent written and verbal communication skills, along with strong project management and organizational abilities.
Knowledge, Skills, and Abilities:
  • Strong financial and analytical skills to model and quantify the impacts of various assumptions and events.
  • Ability to present information clearly and effectively to diverse audiences.
  • Capacity to manage multiple projects and assignments simultaneously.
  • Proficiency in database applications and MS Office, particularly Excel.
  • Proactive and decisive in assessing needs and identifying logical solutions.
  • Strategic thinking capabilities.
  • Attention to detail and a high level of accuracy.
  • Ability to collaborate effectively across various business units and functions.
  • Strong interpersonal, management, motivation, and analytical skills.
  • Self-starter with initiative and vision; capable of managing multiple projects concurrently.
Why Join Generac?
  • Competitive benefits package including health, dental, vision, and 401k.
  • Access to a free onsite gym available Monday through Saturday.
  • Product loan and discount programs for employees.
  • Opportunities to volunteer and make a positive impact in the community.
  • A culture that values teamwork and collaboration through various events and celebrations.
  • An inclusive environment that respects and celebrates diversity.
Physical Requirements:
While performing the duties of this position, the employee is regularly required to communicate effectively and use hands for manipulation of objects or controls. The employee is also required to stand and walk frequently. Occasional bending, stooping, or reaching above shoulder height may be necessary. The role may require lifting up to 25 pounds. Specific conditions typical of this job involve frequent computer-based work requiring extended periods of sitting, close vision, and the ability to adjust focus. Occasional travel may be required.

Generac is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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