Senior Financial Analyst

Description

Position Overview

The Senior Financial Analyst is responsible for providing financial analysis, reporting, forecasting, and business planning support to Finance Management. This position will play a key role in analyzing sales and margins, developing financial forecasts, monitoring manufacturing plant P&L performance, and providing actionable insights to support business decisions.

The Senior Financial Analyst will work cross-functionally with Sales Accounting, Production Planning, Operations Accounting, Pricing, and other business partners to analyze financial performance, identify trends and opportunities, and provide meaningful financial information to management.

Key Responsibilities

• Perform detailed financial analysis to support business planning, forecasting, and decision-making.
• Lead and support sales and margin analysis, including identifying trends, variances, drivers, and opportunities for improvement.
• Develop and maintain sales and margin forecasts in collaboration with Finance, Sales, Pricing, and Operations teams.
• Analyze manufacturing plant P&L performance, including revenue, margins, costs, and key financial drivers.
• Prepare recurring financial reports, management reporting, and presentations that provide clear insight into business performance.
• Analyze actual financial results against budgets, forecasts, and prior-period performance; investigate significant variances and communicate key findings.
• Support annual budgeting, forecasting, and long-range financial planning processes.
• Partner with Sales Accounting, Production Planning, Operations Accounting, and Pricing teams to gather, validate, and analyze financial and operational data.
• Develop financial models and analytical tools to support business planning and strategic initiatives.
• Identify trends, risks, and opportunities through quantitative and statistical analysis.
• Provide financial insights and recommendations to Finance Management to support operational and strategic decision-making.
• Assist with ad hoc financial analysis and special projects as requested by Finance leadership.
• Ensure financial data and reporting are accurate, timely, and consistent with company standards.
• Continuously improve financial reporting, forecasting processes, and analytical tools.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 5–6 years of related financial analysis, accounting, FP&A, or comparable experience.
• Strong analytical and quantitative skills with the ability to interpret complex financial and operational data.
• Strong understanding of financial statements, budgeting, forecasting, and financial performance analysis.
• Proficiency with statistical software, financial systems, databases, and analytical tools.
• Advanced proficiency in Microsoft Excel and experience developing financial models and reports.
• Strong attention to detail and ability to identify trends, variances, and financial drivers.
• Excellent communication skills with the ability to present financial information clearly to both Finance and non-Finance stakeholders.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Preferred Qualifications

• Experience in a manufacturing or industrial environment.
• Experience with sales and margin analysis, pricing, and profitability analysis.
• Experience analyzing manufacturing plant P&L performance.
• Experience with ERP, financial planning, or business intelligence systems.
• Experience working cross-functionally with Sales, Operations, Accounting, and Supply Chain teams.
• Experience with statistical analysis, forecasting methodologies, and financial modeling.

Key Competencies

• Financial & Business Acumen
• Financial Analysis & Modeling
• Forecasting & Planning
• Sales & Margin Analysis
• Problem Solving & Critical Thinking
• Data Analysis
• Attention to Detail
• Cross-Functional Collaboration
• Communication & Presentation Skills
• Strategic Thinking
• Continuous Improvement