Job Overview:
The Sr Financial Analyst is responsible for performing financial analysis and financial modeling to deliver valuable insights to business leaders. Responsibilities include leading the preparation of annual budgets and interim financial projections, providing monthly financial and operational reports with comparisons to the budget and previous years, and offering key commentary on significant variances. The role also entails analyzing and interpreting KPIs and financial variances, preparing presentations for executives and the board, and assisting with updates to investor presentations and other business-related tasks.
Responsibilities:
- Collaborate with internal teams to set and achieve financial and operational goals.
- Develop and track KPIs to drive business performance.
- Monitor and report on progress toward goals and KPIs.
- Conduct ad-hoc analysis and prepare reports as requested by the CFO and other leaders.
- Oversee the annual budgeting process and provide monthly financial forecasts.
- Generate comprehensive monthly reports covering sales, operations, and financial performance across functions.
- Assist in the preparation of quarterly SEC filings and earnings calls.
Qualifications:
- Bachelor’s degree in Finance, Accounting, or related; MBA is a plus.
- Minimum of 4+ years of experience in FP&A, including budgeting, forecasting, variance analysis, financial modeling, and KPI management.
- Experience in the manufacturing industry and/or working for a publicly traded company is preferred.
- Advanced proficiency in Microsoft Office, particularly Excel.
- Strong analytical abilities and excellent written and verbal communication skills.
