Lead Financial Planning Analyst

Job Description

Job Description

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Morris Group, Inc., one of the largest machine tool distribution networks in North America, is a third generation, family owned and operated business that serves manufactures of precision machined parts in the United States. Our mission is to help manufactures maintain a competitive advantage in the world economy by improving productivity.

Summary :

The Lead Financial Planning Analyst will support Okuma Tower division of Morris Group and act as a liaison with Corporate Center of Excellence. This role will be responsible for overseeing the forecasting, budgeting, and financial analysis processes to support strategic decision-making across the division. The lead analyst will assist with the identification of operational improvement opportunities and drive decision-making by collecting, managing, analyzing, and disseminating financial information and analyses. The ideal candidate will have strong financial modeling skills, a proven understanding of financial management principles, and a consistent track record of process ownership.

Responsibilities :

• Lead and assist in the preparation of annual budgeting, forecasting, and long-range financial planning processes.
• Build and maintain financial models to support decision-making across the organization.
• Collaborate with and support Corporate FP&A team and Corporate Center of Excellence.
• Work autonomously and perform complex analysis to identify and evaluate key challenges and opportunities.
• Design financial models and reports and identify key performance indicators to drive value in the business.
• Prepare and participate in financial and operational discussions with business leaders.
• Serve as a business partner by working effectively and independently with leaders to drive additional profitability through analysis and reporting.
• Lead and support the monthly financial planning process, including variance analysis, management reporting, and planning platform management.
• Provide training and support on best practices and process workflow updates, including preparing desktop procedures for end users.
• Drive improvements in financial processes, systems, and reporting capabilities to enhance efficiency and accuracy.
• Develop creative solutions to problems and help drive standardization, automation, and continuous process improvement.
• Perform other duties as assigned.

Requirements :

Mental and physical requirements :

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Morris Group, Inc., including all operating subsidiaries, is an Equal Opportunity Employer- M / F / Veteran / Disability. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other protected class.

Requisition ID # : 972A

Windsor, CT