Financial Planning Specialist

4 weeks ago


Miami, Florida, United States Del Monte Fresh Produce Company NA Inc Full time
Job Title: Financial Planning Specialist

Del Monte Fresh Produce Company NA Inc is seeking a highly skilled Financial Planning Specialist to join our team.

Job Summary:

The Financial Planning Specialist will be responsible for assisting in business forecasting, budgeting, and performance monitoring by providing analysis and insight into decision-making in operational, financial, and strategic matters.

Key Responsibilities:
  • Manage financial planning, budgeting, and forecasting to ensure accurate and timely financial information.
  • Create variance analysis reports and financial models to support business decisions.
  • Lead real-time financial performance monitoring to identify areas for improvement.
  • Prepare P&L reports for RFPs and other business initiatives.
  • Serve as the main point of contact for sales in financial planning and analysis matters.
  • Prepare P&L reports by customer and support the FP&A team in preparing forecast and budget.
  • Conduct CAPEX analysis and preparation to support business growth.
  • Escalate financial issues to management and support in setting and tracking key performance indicators (KPIs) and objectives.
  • May support in completing market research and comparable company analysis and recommend strategies for increasing financial performance.
  • Present regular financial reports to management and lead assigned projects and initiatives as needed.
Requirements:
  • 4-year College Degree in Accounting, Finance, Statistics, Data Science, or a related field from an accredited institution.
  • At least 5 years of experience in accounting or finance positions as an analyst or senior analyst.
  • Advanced knowledge of Microsoft Office programs, including Excel, Power Pivot, Access, Word, and Outlook, as well as Power Query and Power Automate.
  • Working knowledge of Power BI and DAX functions, with PL/SQL experience a plus.
  • Data manipulation and data definition, relational database, and Oracle SQL Developer skills.
  • Strong analytical and critical thinking skills, with good organizational skills and excellent people, collaboration, and teaming skills.
  • Strong presentation and communication skills, with the ability to present complex financial information to non-technical stakeholders.

Preferred qualifications include Data Science or Data/Business Analytics Certification and experience with Oracle, SAP financials, and related modules.

Del Monte Fresh Produce Company NA Inc is an EEO/AA/V/H employer.



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