Financial Analyst

Responsibilities

• Develop, maintain, and analyze monthly financial forecasts, annual budgets, and long-range projections.
• Analyze income statements, balance sheets, and cash flow statements to evaluate performance.
• Prepare monthly management reporting, including actual-versus-budget and forecast variance analysis.
• Identify and explain changes in revenue, gross margin, EBITDA, operating expenses, net income, and cash flow.
• Build and maintain integrated financial models that incorporate income statement, balance sheet, and cash flow projections.
• Analyze working capital, including accounts receivable, accounts payable, inventory, and liquidity requirements.
• Evaluate financial impact of changes in sales, costs, inventory, and operating assumptions.
• Partner with Accounting to reconcile results, validate reporting accuracy, and understand accounting adjustments.
• Identify financial risks, opportunities, and potential corrective actions.
• Communicate financial results and recommendations clearly to management.
• Collaborate with Manufacturing and Supply Chain on production costs, operational efficiency, and inventory performance.
• Analyze manufacturing costs, including materials, direct labor, overhead allocation, and production variances; monitor cost absorption and manufacturing profitability.
• Evaluate inventory levels, aging, turnover, and working capital requirements; support inventory reduction initiatives.
• Analyze gross margin, contribution margin, and profitability across business lines.
• Model production volumes, capacity utilization, and cost structures; identify cost reduction and profitability opportunities.
• Work with Sales and Commercial Operations to assess customer, product, and business-line profitability.
• Analyze pricing, sales volumes, product mix, gross margins, and contribution margins; translate commercial assumptions into financial projections.
• Evaluate financial impact of foreign exchange, tariffs, supplier pricing, and changes in customer demand.
• Develop advanced Excel-based financial models and reporting tools; extract, reconcile, and analyze data from ERP and planning systems.
• Improve accuracy, efficiency, and consistency of recurring financial reports; build KPIs and management dashboards.
• Identify opportunities to automate manual reporting and analytical processes; collaborate with Finance and IT to improve data quality and system integration.
• Support proactive, forward-looking financial reporting and business intelligence efforts.
• Develop business cases for capital investments, facility decisions, and operational initiatives, including ROI, NPV, payback, and sensitivity analyses.
• Perform additional financial analyses and special projects as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field with demonstrated financial expertise.
• Typically 2–5 years of relevant experience in FP&A, corporate finance, financial accounting, or operational finance. Candidates with less experience who demonstrate exceptional financial proficiency will also be considered.
• Demonstrated ability to independently prepare financial analyses, forecasts, budgets, and management reporting.
• Hands-on experience working with financial statements and accounting or ERP data.
• Experience building financial models and analyzing financial performance.
• Thorough understanding of the income statement, balance sheet, and cash flow statement, including how they interact.
• Understanding of accrual accounting, revenue recognition, expenses, depreciation, inventory accounting, and working capital.
• Ability to explain how business transactions affect profitability, cash flow, and the balance sheet.
• Experience analyzing performance, identifying variances, and explaining underlying business drivers.
• Ability to develop and maintain forecasts and scenario analyses.
• Understanding of gross margin, contribution margin, EBITDA, operating expenses, and profitability.
• Ability to analyze cash flow and explain differences between accounting earnings and cash generation.
• Strong financial reasoning, attention to detail, and commitment to accuracy.
• Advanced Microsoft Excel proficiency, including financial modeling, complex formulas, lookups, pivot tables, and data analysis.
• Ability to independently build, troubleshoot, and maintain financial models; extract, manipulate, and reconcile ERP/accounting data.
• Ability to work with large datasets while maintaining accuracy and appropriate controls.
• Strong analytical, quantitative, and problem-solving skills, plus strong written and verbal communication.
• Ability to communicate financial concepts to nonfinancial stakeholders and manage competing priorities.
• Demonstrated initiative, intellectual curiosity, sound business judgment, and cross-department collaboration.
• High level of professionalism, discretion, and confidentiality.

Technologies

• Microsoft Excel
• ERP
• Microsoft Dynamics 365 Business Central
• Workday Adaptive Planning
• Power BI
• Power Query
• SQL

Preferred Qualifications

• Experience in manufacturing, distribution, packaging, or other inventory-intensive businesses.
• Knowledge of manufacturing cost accounting, inventory valuation, overhead absorption, and production variances.
• Experience with Microsoft Dynamics 365 Business Central or similar ERP systems.
• Experience with Workday Adaptive Planning or comparable financial planning platforms.
• Experience with Power BI, Power Query, SQL, or similar business intelligence tools.
• Experience automating financial reports and developing management dashboards.
• Experience with cash flow forecasting, working capital management, and liquidity analysis.
• Familiarity with foreign exchange exposure, tariffs, or international business operations.
• Experience partnering with manufacturing, supply chain, or commercial teams.
• CPA, CMA, or relevant professional certification.

Candidate Evaluation

Qualified candidates will complete a practical financial assessment covering financial statement analysis, cash flow, financial modeling, and Excel proficiency. The assessment evaluates practical financial knowledge, analytical reasoning, and the ability to interpret business performance.

Physical Demands

• Prolonged periods of sitting at a desk and working on a computer; frequent use of standard office equipment.
• Ability to review detailed financial information and spreadsheets for extended periods.
• Regular verbal and written communication with colleagues and management.
• Occasional standing, walking, bending, and reaching.
• Occasional lifting and carrying of office materials weighing up to 25 pounds.
• Ability to maintain accuracy and meet deadlines during monthly reporting and budgeting cycles.