Financial Planning Analyst

POSITION DESCRIPTION

Company: Jones Fish Hatcheries & Distributors, LLC

Position: FP&A Analyst

Reports to: Corporate Controller

Location: Cincinnati, OH (Headquarters)

JOB DESCRIPTION

Jones Lake Management, a leading aquatic services provider, headquartered in Cincinnati, is seeking a highly motivated and detail-oriented Financial Planning & Analysis (FP&A) Analyst to join their growing team. This individual will be responsible for consolidating financial data, assisting with the budgeting process, analyzing financial trends, and generating ad-hoc reports and analysis for management. The ideal candidate will have a strong proficiency in excel, an analytical mindset, and the ability to work efficiently under tight deadlines. The FP&A Analyst will play a critical role in providing accurate financial insights, enhancing financial reporting, and supporting the Company’s long-term financial planning processes.

ESSENTIAL JOB FUNCTIONS

·        Financial Reporting & Consolidation: Prepare, consolidate, and maintain comprehensive financial reporting packages, including consolidating data from various locations and departments. Analyze trends, identify variances, and explain discrepancies between actual and forecasted results to ensure clarity and accuracy in reporting. Assist with data collection and chart creation for board meetings and other management presentations.

·        Budgeting & Forecasting Support: Assist in the preparation of the Company’s annual budget and periodic recast budgets. Collaborate with cross-functional teams to gather data, prepare assumptions, and ensure alignment with strategic goals. Provide analytical support in tracking budget performance and managing financial forecasts.

·        Trend Analysis & Financial Modeling: Analyze financial trends across various business units, providing insights into key performance drivers. Utilize financial modeling techniques to assess business performance, profitability, and future projections. Work with management to interpret findings and develop actionable recommendations.

·        Ad-Hoc Financial Analysis: Lead and support ad-hoc financial analysis and projects for management, including profitability analysis, cost-saving initiatives, and business performance assessments. Provide detailed reports and insights to inform key decisions on operations, investments, and financial strategies.

·        Process Improvement & Automation: Identify opportunities to improve existing financial reporting and operational processes. Implement automation tools and refine reporting workflows to streamline data consolidation and reduce manual efforts, ensuring timeliness and accuracy in financial data processing.

·        Cross-Functional Collaboration: Work closely with various departments (Branch locations, Accounting team, Systems team) to ensure accurate financial data gathering, report development, and alignment with business objectives. Act as a key liaison between Finance and other teams for financial planning and analysis needs.

·        Monthly and Quarterly Close Support: Assist in the monthly and quarterly financial close process by ensuring all required financial data is compiled and reviewed. Help provide variance analysis between actual results and forecasts to aid in management review meetings.

·        Data Integrity & Compliance: Ensure the accuracy, consistency, and integrity of financial data within internal systems, maintaining compliance with company policies and industry standards.

JOB SPECIFICATIONS

·        Bachelor’s degree in Finance, Accounting, Economics, or a related field

·        2-5 years of experience in FP&A, accounting, or similar roles

·        Proficiency with accrual accounting

·        Knowledge of three main financial statements

·        Exceptional analytical, problem-solving, and critical thinking skills

·        Strong proficiency in Microsoft Excel, including advanced functions

·        Experience with Microsoft Power BI preferred, but not required

·        Experience in Private Equity backed company preferred, but not required

·        Experience in NetSuite preferred, but not required

PERSONAL ATTRIBUTES

·        Self-starter, ability to identify issues and resolve problems

·        Willingness to roll up one’s sleeves to get the job done

·        Good communication skills, both written and verbal

·        Highly organized and detail-oriented

·        Ability to interact with a diverse team member population

·        Adaptability to changing priorities and a fast-paced work environment

·        Treats people with respect and helps to create a positive work environment

·        Ability to act with integrity and maintain confidentiality and objectivity

WORKING CONDITIONS

·        This position is based in-office at our Newtown, OH location, Monday through Friday

·        Flexible hours may be necessary during month-end, year-end, and M&A activities throughout the year to meet business needs

·        Occasional travel may be required to engage with business partners across different locations, though this would be considered infrequent for this role