Financial Planning Analyst

2 weeks ago


Los Angeles, California, United States APEC Water Systems (A Member of Culligan Family) Full time

Company Overview:
APEC Water Systems, a proud member of the Culligan family, stands as a premier provider of advanced drinking and filtration solutions across the United States. With over 25 years of industry expertise, we have cultivated a dedicated global customer base, renowned for delivering top-tier water filtration systems and services.

As pioneers in the reverse osmosis filtration sector, APEC is committed to continuous innovation, ensuring our products resonate with consumers in new and engaging ways. Our mission is to provide clean and healthy water access, whether at home, in the workplace, or on the move.

Position Overview:
The Financial Planning Analyst will play a critical role in assessing financial data, facilitating forecasting efforts, and overseeing the annual budgeting process for APEC. This individual will leverage data to construct financial models, ensuring accuracy and delivering actionable insights that promote agile business decision-making.

Key Responsibilities:
- Collaborate with the Finance Manager to guide the annual budgeting process and quarterly forecasting cycles, including setting targets, creating templates, and adhering to milestones and deadlines.
- Analyze monthly variances affecting the balance sheet and profit & loss statements.
- Budget, forecast, and evaluate the SG&A cost center for APEC.
- Assess current and historical financial data to develop comprehensive financial models.
- Reconcile, validate, and maintain data consistency.
- Conduct special or ad hoc analyses as required.

Qualifications:
- Bachelor’s Degree (B.S. or B.B.A.) in Finance, Accounting, or Economics.
- A minimum of 2 years of experience in Financial Planning & Analysis, preferably within eCommerce or Consumer Goods sectors.
- Proficient in Excel and PowerPoint.

Excellent verbal and written communication skills are essential, along with proven presentation capabilities and the ability to engage effectively with all organizational levels. Strong organizational and interpersonal skills are crucial, as is the ability to navigate ERP and Consolidation Systems (experience with QB and IFS is advantageous). Adaptability in fast-paced and dynamic environments is a plus, along with the potential and desire to evolve into a leadership role within the company.

Core Competencies:
To excel in this position, candidates should demonstrate the following competencies:
- Resourcefulness
- Customer Focus
- Team Collaboration
- Passion for Excellence
- Integrity
- Organizational Skills
- Effective Communication
- Self-Awareness
- High Energy



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