Financial & Planning Analysis Director

Primary Responsibilities: 

• Maintain and improve the strategic planning financial model including P&L, balance sheet, and cash flow models 

• Utilize strategic planning analytical models to provide recommendations to the management team relative to key long-term decisions and initiatives 

• Drive budgeting and forecasting processes; Compile annual budget, development, consolidation, review, and presentation 

• Maintain high-level analysis of actual period results versus strategic and annual planning targets 

• Maintain and improve monthly cash flow analysis and forecasts (rolling 12 months) 

• Develop simple, reliable weekly and monthly reporting documents (forecast vs actual, metrics, and KPIs) 

• Develop additional tools and models that help with decision-making and maintain these on a monthly and quarterly basis as required 

• Develop forecasts and/or budgets for products 

• Make recommendations to management on financial performance projections using financial and business knowledge and experience 

• Provide analysis that supports decisions related to capital allocations 

• Support periodic product pricing analysis through the preparation of materials, labor, and overhead cost inflation actual and forecast impacts 

• Initiate variance analyses and provide an understanding of operational and financial performance to management 

• Prepare meaningful analysis on financial trends and key metrics for COGS functions, including inventory transactions, gross margin analytics, and variances 

• Analyze cost variances, determine root causes, and prepare recommendations and alternatives for improvements 

• Provide monthly managerial reports in Excel and PowerPoint for review with functional heads, which include key metrics, financial results, and variance analysis for all Gross Margin components 

• Investigate and deep dive into material costing and related transactions/questions (purchase orders, receiving, consumption, cost allocation) 

• Compile data from multiple sources and develop performance reports for SG&A labor and non-labor reporting 

• Analyze operational performance and provide reasons for cost and schedule variances, as well as the financial impact, and recovery opportunities 

• Identify and implement opportunities to streamline and improve existing business processes to improve performance and output quality across the organization 

• Ad hoc assignments that improve financial and operational processes 

• Significant role in preparing Board of Directors presentation material? 

Job Qualifications: 

• Bachelor’s degree 

• 5 years of relevant experience in Financial Accounting or Financial Planning and Analysis, focused on cost and inventory accounting in a manufacturing environment 

• Experience with Financial Modeling, Product Costing, Inventory Management, Variance Analysis 

• Demonstrated experience in P&L analysis, Cash Flow Forecasting, and inventory analysis 

• Proficient in analyzing and understanding profitability levers, cost drivers, and existing KPIs, as well as capable of developing appropriate KPIs and improving existing ones 

• Strong mastery of financial statement modeling 

• Expert-level Microsoft Excel modeling skills and PowerPoint presentation skills 

• Experience with ERP and related tools for reporting and analysis 

• Exceptional analytical skills and a passion for diving into numbers and problem-solving 

• High attention to detail for data integrity and quality of reporting 

• Highly organized and great at planning the unforeseen, prioritizing responsibilities and tasks 

• Proven high performer with the ability to work autonomously and take initiative 

• Ability to work with strict deadlines and understand and respond to changing priorities 

Ability to maintain confidential information