Financial Planning & Analysis Analyst

Jordan Manufacturing Company has been creating innovative outdoor products and providing exceptional customer service for over 45 years, and our success starts with our team. As a growing family-owned and -operated business, we welcome employees of diverse backgrounds and experiences to join us. Jordan Manufacturing supports our team by recognizing achievement and promoting from within, ensuring a work-life balance, collaborating to achieve excellence, operating with integrity and prioritizing safety every day.

Giving back to the community and to our team are also a tradition at Jordan Manufacturing. We hold annual food drives and support local charities, and celebrate our employees with appreciation lunches, achievement awards, core value awards and holiday gift baskets each year.

Why should you join the Jordan Manufacturing family? We truly value every member of our team and strive to live and work by our core values:

· Celebrate: Recognize our achievements, learn from our mistakes

· Healthy Balance: When your life works, your work works.

· Always Collaborate: Teamwork makes the dream work.

· Integrity: Doing what is right, not necessarily what is easy

· Safety: It’s everyone’s responsibility

· Excellence: It's not a skill, it’s an attitude

Job Title: Financial Planning & Analysis (FP&A) Analyst

Job Purpose: We are seeking a skilled and detail-oriented Financial Planning and Analysis (FP&A) Analyst to join our dynamic team. The FP&A Analyst will play a critical role in supporting key financial decision-making processes by providing valuable insights, financial forecasting, budgeting, and variance analysis. The ideal candidate will have strong analytical skills, a deep understanding of financial modeling, and the ability to communicate complex financial data to various stakeholders.

Reports To: Sr. Finance Manager

Location: Hybrid remote and on-site at corporate headquarters in Monticello, IN

Department: Finance

Classification: Full-time

Job Duties and Responsibilities:  

·        Budgeting & Forecasting: Drives the development, maintenance, and refinement of the company's annual budget and periodic forecasting processes, ensuring alignment with company goals and objectives.

·        Financial Analysis: Conduct detailed financial analysis, including variance analysis, profitability assessments, and cost control initiatives. Provide actionable insights to improve financial performance.

·        Strategic Analysis: Conduct scenario “what if” modeling to evaluate economic scenarios, business opportunities, and business threats along with their associated financial impact.

·        Reporting: Prepare monthly, quarterly, and annual financial reports, highlighting key metrics and trends. Present findings to senior management and other stakeholders in a clear and concise manner.

·        Financial Modeling: Develop and maintain financial models for business decision-making, capital expenditures, forecasting future financial trends, and investment strategies.

·        Compliance: Ensures all financial analysis, planning, and reporting activities meet industry standards and banking compliance.

·        Systems and Data: Power user in enterprise resource planning (ERP), Business intelligence (BI), payroll and other systems to effectively identify and understand data. Gather, “clean”, and analyze large datasets from various sources to inform financial insights. Implements policies and procedures to collect and analyze financial data to ensure accurate and consistent interpretations of the financial data. Responsible for training the organization on self-service reporting tools and data. 

·        Business Partnering: Collaborate with department heads to provide financial insights and support on a wide range of business initiatives, ensuring financial goals are met and aligned with overall business strategies.

·        Process Improvement: Identify and implement improvements in financial processes and systems, with the aim of increasing efficiency, accuracy, and timeliness in financial reporting and analysis. Manages the preparation, coordination, and documentation of financial analysis and planning projects to promote and ensure quality standards and sound methodologies. Facilitates the process for automating the data gathering activities, using direct database queries or transitioning standalone reports to BI toolset.

·        Account Reconciliation: Perform detailed account reconciliations for various balance sheet, resolving discrepancies and ensuring balances are accurate.

·        Tax Compliance: Assist with the preparation of tax returns, including sales tax, income tax, and other applicable tax filings. Ensure tax compliance and resolve any issues that may arise.

·        Audits: Supports the planning and execution of internal and external audits, analyzing financial data, and preparing reports.

·        Ad-hoc Analysis: Perform ad-hoc financial analyses as required by senior management to support business decisions and strategic initiatives.

Required Qualifications

Education

·        Bachelor’s degree in accounting or finance

Experience

·        3-5 years proven experience in financial planning and analysis, accounting or similar role

Knowledge, Skills, & Abilities

• Highly motivated, self-starter willing to deliver results and meet strict deadlines.
• Possesses strong understanding and is a power user of ERP systems and financial reporting tools.
• Proven capabilities in Business Technology (ERP, BI systems and SQL) with hands on issue resolution experience, including solution design, testing, and recommending corrective actions.
• Extensive knowledge of department and cross functional connectivity.
• Strong analytical and problem-solving skills, with attention to detail.
• Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
• Ability to work independently and collaborate with the appropriate team members, manage multiple priorities, and meet deadlines in a fast-paced environment.
• Strong business acumen and a proactive, solution-oriented mindset.
• Understands accounting concepts and processes, as well as financial modeling concepts.

Working Conditions

Environment

• Position is hybrid remote with some travel to Monticello, IN.
• May require employee to work across leadership, management, and the production staff.

Essential physical requirements

• Prolonged periods of sitting at a desk and working on a computer
• Must be able to lift 15 pounds at times.

Benefits

Jordan Manufacturing offers an excellent work environment and benefits for full-time employees, including:

· Paid Holidays

· Paid Time Off (PTO)

· Paid Bereavement Leave

· Military and Jury Duty Leave

· 401k

· Health Insurance

· Vision & Dental Insurance

· HSA and FSA Options

· Employee Assistance Program

· Life Insurance

· Short- and Long-Term Disability

As part of the hiring process, Jordan Manufacturing may conduct a background check and pre-employment drug screen with an applicant's signed consent. The background check may consist of prior employment verification, reference checks, education confirmation, criminal background, or other information, as permitted by law. Results of any pre-employment check will be considered as part of the hiring process, but may not necessarily disqualify a candidate from employment. Third-party services may be hired to perform these checks. All offers of employment and continued employment are contingent upon a satisfactory background check.