Financial Planning Analyst

2 weeks ago


Itasca, Illinois, United States Robertshaw Full time

Company Overview
Robertshaw is a globally recognized design, engineering, and manufacturing firm specializing in product solutions for various industries, including white goods, electric vehicles, and commercial sectors. With a diverse portfolio, we manufacture over 10,000 advanced controls tailored for both commercial and residential appliances.

Role Overview
We are currently in search of a Financial Analyst to provide essential financial analysis support for our aftermarket business segment. This role will also involve contributing to monthly management reporting, conducting ad hoc analyses, and participating in various projects as required.

Key Responsibilities
As a Financial Analyst, your duties will include:
1. Driving automation of standard work processes and implementing improvements.
2. Overseeing price maintenance uploads and supervising team members during the administration of pricing.
3. Maintaining and updating external party portals while managing team activities.
4. Creating and analyzing monthly and weekly reports, including inventory metrics, past dues, cost savings, and other operational indicators.
5. Ensuring data integrity of key performance indicators (KPIs) within the company.
6. Collaborating with segment sales leaders and plant controllers to consolidate and analyze revenue and EBITDA bridges.
7. Developing financial models and conducting comprehensive financial analyses to support decision-making.
8. Performing variance analysis, budget development, forecasting, and preparing presentations for monthly management meetings.
9. Acting as the primary contact for sales leaders regarding financial inquiries and related matters.
10. Identifying opportunities for process enhancements within your areas of responsibility.
11. Utilizing statistical and operational data to establish correlations between operational and financial results, thereby providing insights for senior management.
12. Assisting with any ad hoc requests as they arise.
13. Additional duties and responsibilities may be assigned as necessary.

Qualifications
To be successful in this role, candidates should possess:
- A solid understanding of manufacturing cost structures and variances.
- Excellent communication abilities.
- The capacity to manage multiple tasks, meet deadlines, and adapt to changing business conditions.
- Proficiency in Microsoft Office applications, particularly Excel.
- Knowledge of Hyperion/Oracle EPM is preferred.

Experience and Education
Candidates should have:
- A Bachelor's degree in accounting or finance.
- A minimum of three years of experience in finance and/or accounting as a financial analyst.
- Advanced skills in Microsoft Office applications, especially Excel and PowerPoint.



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