A senior level partnership role with Executive Leadership to drive financial planning, profitability, pricing strategy, and reporting that supports sustainable growth.
Responsibilities
- Direct the annual budgeting cycle and regular forecasting processes.
- Build financial models to assess profitability, capital expenditures, operational initiatives, and strategic opportunities.
- Analyze performance, identify trends and variances, and propose actions to enhance business results.
- Support long-range financial planning and key strategic initiatives.
- Evaluate profitability across customers, products, channels, and markets.
- Assess pricing approaches, customer contracts, bids, and promotional opportunities.
- Develop sales metrics, revenue dashboards, and profitability analyses.
- Collaborate with Sales leadership to uncover growth opportunities and improve commercial performance.
- Design and maintain executive dashboards and KPI reporting using Power BI and other BI tools.
- Prepare financial analyses and presentation materials for Executive Leadership, ownership, and Board meetings.
- Translate complex financial and operational data into actionable insights and recommendations.
- Develop standardized reporting that supports timely and informed business decisions.
- Partner with Finance, Sales, Operations, Procurement, Customer Service, and Executive Leadership to identify opportunities for improved financial and operational performance.
- Conduct business case analyses, ROI evaluations, and scenario modeling to support strategic decisions.
- Recommend process improvements that strengthen financial controls, reporting accuracy, and operational efficiency.
- Support capital projects and other strategic initiatives as assigned.
- Develop and maintain financial reporting models using ERP systems, Power BI, SQL, Excel, and other analytical tools.
- Ensure data integrity, consistency, and auditability across financial reporting.
- Leverage AI enabled productivity tools where appropriate to boost analytical efficiency while preserving controls and data accuracy.
- Collaborate with IT and business users to enhance reporting capabilities and system utilization.
- Lead or participate in cross functional improvement projects.
- Promote best practices in financial analysis, reporting, and business intelligence.
- Maintain documentation for financial models, reporting processes, and analytical methodologies.
- Perform additional duties as assigned.
Requirements
- Experience in financial planning and analysis (FP&A)
- Expertise in budgeting and forecasting
- Financial modeling and scenario analysis proficiency
- Pricing strategy and profitability analysis capabilities
- Sales and commercial analytics experience
- Advanced Microsoft Excel skills
- Power BI, Power Query, and dashboard development experience
- ERP experience, Microsoft Dynamics NAV/Business Central preferred
- SQL and data analysis skills
- Strong business acumen and strategic thinking
- Excellent written, verbal, and presentation abilities
- Ability to communicate financial information to non-financial audiences
- Strong project management, organizational, and analytical capabilities
- Ability to exercise sound independent judgment and manage multiple priorities
- Bilingual English/Spanish preferred
Technologies
- Power BI
- Power Query
- Microsoft Dynamics NAV/Business Central
- SQL
- Excel
Benefits
- Bereavement leave
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Position Summary
The Senior Financial Business Analyst acts as a strategic partner to Executive Leadership, Finance, and Sales, delivering financial analysis, business intelligence, and data driven recommendations that support profitable growth and informed decision making. The role leads planning, forecasting, pricing, profitability analysis, sales analytics, and executive reporting while identifying opportunities to elevate performance across the organization.
Leadership & Continuous Improvement
- Lead or participate in cross functional improvement projects.
Key Competencies
- Strategic Financial Analysis
- Business Acumen
- Commercial & Sales Analytics
- Financial Modeling
- Business Intelligence
- Critical Thinking
- Decision Support
- Executive Communication
- Cross-Functional Collaboration
- Continuous Improvement
- Accountability
- Professional Integrity
Pay
$85,000.00 - $100,000.00 per year
Location
Fowler, California, onsite
Physical Requirements
Work primarily in an office environment. Ability to work at a computer for extended periods.
Education & Experience
Education: Bachelor's degree in Finance, Accounting, Economics, Business Administration, Business Analytics, or a related field is required. Experience: Five (5) to eight (8) years of progressively responsible experience in FP&A, commercial finance, business analytics, strategic finance, or a related field. Equivalent combinations of education and relevant experience may be considered.
Preferred Qualifications
- MBA, CPA, CMA, or other relevant professional designation
- Experience in manufacturing, food processing, agriculture, or consumer packaged goods (CPG)
