Financial Planning & Analysis Analyst

Job Responsibilities

Analysis

• Develop customer and product profitability/pricing recommendations to ensure the company’s return on investment requirements are being achieved
• As part of the month-end close and reforecasting process identify and investigate significant pricing/operational issues impacting customer and overall company margin
• Prepare operational and financial benchmarking analysis across 3 operating plants helping to drive operating profit margins
• Manage trade spending by customer and analyze sales lift and return on customer investment
• Assist in the preparation of Sales forecasts for the Sales and Operations Planning (S&OP) process, and works closely with Executive leadership to ensure that the forecasts have full business owner buy-in
• Perform regular data analysis of financial information to identify variances and reasons for unexpected performance and effectively communicate recommendations regarding data sets
• Inventory & Product activity-based costing

Guidance

• Partner with functional business leaders to gather information and business insights and provide reporting in order to facilitate informed financial decision making
• Update and monitor monthly sales and margin re-forecasts and communicate such changes to Senior Management.
• Engage in a wide variety of cross functional projects to assist in guiding responsible financial planning and assessment throughout the organization
• Maintain collaborative partnerships throughout the organization and coordinate ongoing ad hoc and strategic financial initiatives

Report & Review

• Exert financial leadership to ensure profit margins and other business solutions are approved for implementation
• Develop and update performance dashboards which serve to analyze financial results, monitor variances, identify trends and provide recommendations to cross functional Finance, Sales & Marketing leadership teams. These tools and templates include:
  • Annual Operating Plan (AOP) and Prior Year Performance
  • Food and Beverage business unit monthly reporting package.
  • Sales Presentation Materials via PowerPoint
  • Sales Forecasts and Sales Pipelines
  • Customer P&L’s
  • Weekly and Monthly Dashboards & Metrics
• Assist in special projects & month end financial close processes as needed

Other

• Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks and participating in professional organizations
• Protect the organization by keeping all financial information confidential
• Ensure that required competencies to carry out these job functions affecting product legality, safety and quality are met in accordance with the Quality Policy and Global Food Safety Initiative (GFSI) standard
• Ensure compliance with corporate/plant safety standards and with applicable regulatory requirements while following the company’s Good Manufacturing Practices
• Other duties as assigned

Minimum Qualifications???????

• 4 years of relevant financial analytical or related experience
• CPA preferred, not required
• Advanced proficiency Microsoft Suite (Excel & PowerPoint)
• Bachelor’s degree in Business Management, Accounting, Finance or related discipline
• Excellent verbal and written communication skills, including leadership and persuasive presentational skills
• Superior analytical abilities, detail orientation and teamwork capabilities and focus
• Exhibits strong self-motivation and driven by results focused action
• Demonstrated effective public speaking skills
• Demonstrated proficiency with ERP, Financial Systems, and Sales Database applications
• Positive attitude, goal-oriented, and ability to work with minimal supervision
• Dependable, flexible, and ability to work in a fast paced, changing environment
• Ability to multi-task with excellent time management skills