Lead Financial Analyst

About the Company

OPTO designs and manufactures retail fixtures for domestic and international markets. We are a design-led company driven by innovation, a passion for helping our clients succeed, and communication. Our team applies creative thinking across customer proposals, product development, and operations to deliver tailored retail solutions. The excitement, innovation, and passion from all of our team members allows us to curate the best solutions for any retail environment.

With in-house engineering and a responsive, collaborative culture, we adapt quickly to customer needs and provide industry-leading speed and reliability, earning long-term partnerships through performance and trust.

What we are looking for:

We are seeking a Lead Financial Analyst to lead inventory analysis and other income statement scrutiny and oversight, assist with cost savings initiatives and various planning and tracking initiatives ensuring alignment between financial performance and strategic goals. Reporting to the Controller and assisting the SVP of Finance with various initiatives and special projects, this role delivers clear, data-driven insights through executive reports, financial models, and enhanced BI dashboards that integrate various types of data for improved visibility and accuracy. In addition to supporting daily accounting and treasury operations, the Lead Financial Analyst will partner across functions to drive continuous improvement in forecasting, efficiency, and overall business performance.

Key Responsibilities:

• Lead OPTO's planning and tracking initiatives, ensuring alignment with strategic objectives.
• Prepare and present financial reports and executive dashboards (monthly, quarterly, annual) with clear analysis of variances, trends, and key performance drivers.
• Develop and maintain financial models to support forecasting, scenario planning, business cases, and strategic initiatives.
• Provide actionable insights and recommendations to leadership to drive financial performance and decision-making.
• Partner with operations, supply chain, and business units to evaluate profitability, spending trends, and plant-level performance.
• Collaborate cross-functionally to align operational initiatives with financial goals and improve margin and efficiency.
• Assist in maintaining Power BI dashboards and other analytics to deliver timely, data-driven insights.
• Drive continuous improvement in forecasting accuracy, reporting processes, and analytical capabilities.
• Conduct financial analysis and ROI assessments for projects, pricing strategies, and other strategic investments.
• Support ad hoc analyses to guide business decisions and identify opportunities for improvement.

Qualifications:

• Bachelor's degree in Finance, Accounting, or related field required.
• 5-8 years of experience in financial planning & analysis or corporate finance, within a manufacturing or industrial environment.
• Experience with Power BI (preferred) or other business intelligence tools (e.g., Tableau, Business Objects, Qlik).
• Proficiency in Excel and financial modeling.
• Familiarity with ERP systems such as SAP, Oracle, or NetSuite.
• Solid understanding of GAAP and financial reporting principles.
• Excellent analytical and critical thinking skills.
• Strong communication and presentation abilities.
• Business acumen with the ability to partner cross-functionally.
• Highly organized and detail-oriented, with a proactive approach to problem solving.

What we Offer:

• Competitive compensation and benefits package, including a 401(k) plan with employer match, medical, dental, and vision insurance, AD&D and life insurance, and paid time off (PTO)
• Casual office environment
• A diverse work experience where you can see projects come to life. Starting with the inception of projects in marketing and business development, through the concept and development with our design and engineering teams, all the way to fabrication and final delivery to our customers

Work Environment and Physical Requirements:

This position is based in an office environment. The role involves sitting and standing at a desk, frequent in-person and phone communication, and the regular use of standard office equipment, including phones and computers.

Accessibility Accommodation Statement:

OPTO is committed to providing qualified individuals with disabilities reasonable accommodations to perform the essential functions of their jobs. If you (or another applicant you know) require assistance accessing or reading this job posting or need accommodations during the application process, please contact careers@optosystem.com. OPTO will provide reasonable accommodations to ensure equal access to the application process in accordance with applicable state and federal law.

Equal Employment Opportunity Policy:

OPTO is an equal opportunity employer. OPTO prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

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