The Senior Financial Analyst is responsible for analyzing and evaluating complex financial and operational data by gathering and normalizing disparate data from various sources. The Senior Financial Analyst will assist with the creation and completion of the budgets, forecasts, analysis, and pricing. This position reports to the Finance Manager and will work closely with the Chief Financial Officer.
About Us
Founded in 1981, Specialty Appliances is one of the largest orthodontic labs in the country, known for our industry-leading quality, unparalleled customer service, and short lead times. As of December 2019, Specialty Appliances partnered with Reynolda Equity Partners, a North Carolina-based private equity firm. The investment from Reynolda Equity Partner supports an accelerated organic and inorganic strategy to further accelerate our growth trajectory.
Specialty Appliances is a fast-paced, high-growth private-equity-backed company looking for strong team members to join their growing team.
In this role, you will need to have…
- Bachelor's degree in finance, accounting, or a related field
- Strong software skills with ERP and FP&A systems, preferred
- Effective knowledge of Databases, SQL queries, and Data Analysis, preferred
- 3-5 years of relevant experience, with at least 2 in FP&A or similar/complementary role
- Proven ability to multi-task, meet deadlines, and work in a fast-paced environment
- Independent, hands-on, and self-directed
- Must be detail-oriented and highly organized
- Advanced experience with Excel with modeling skills
- Effective data visualization skills in tools such as Excel, PowerPoint, or Tableau
- An energetic, forward-thinking, and creative individual with high ethical standards and an appropriate professional image
- Strong decision-making, problem-solving, and time-management skills
- An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills
- Familiarity with Generally Accepted Accounting Principles (GAAP)
In this role, you will…
- Assist with preparation and completion of budgets, forecasts, and long-term plans
- Analyze actual performance to budget/forecast and monitor trends of key performance indicators
- Develop (as needed) and analyze financial information and reports to provide accurate and timely financial recommendations to management for decision-making purposes
- Provide analytical insights of business performance
- Prepare daily, weekly, and monthly reports
- Improve upon current reporting and processes to drive efficiencies
- Summarize complex financial data and make recommendations
- Assist with the preparation of presentations for Board of Directors and Senior Management
- Work with operational leadership to develop, implement, and monitor organization-wide KPI’s to support clear decision-making and drive ROI
- Aid in financial modeling and analyses on pricing decisions, contract negotiations, and purchasing capital equipment
- Ability to remain calm, courteous, and professional when dealing with all types of people.
- Safeguard and protect confidentiality of company and patient information as defined by the company’s Confidentiality Agreement.
Work Environment
- Location: Office is located off 400, exit 17. Plans for a HQ off exit 10-12 in 1H25.
- Casual Dress
What We Offer
- Competitive Salary
- Medical, Dental, and Vision Insurance
- Short-term and Long-term Disability Insurance
- Life and AD&D Insurance
- PTO
- 9 Paid Company Holidays
- Annual Bonus Plan
- 401(k) with 3% company match
EQUAL OPPORTUNITY EMPLOYER
