Job Description

The Senior Financial Analyst is responsible for leading financial planning activities, including maintaining sales and profit forecasts, and supporting the annual budgeting process to improve strategic decision-making and provide visibility into future performance. This role also delivers ad-hoc reporting across the organization, acts as a strategic financial partner by advising operational teams on cost and margin implications, and collaborates with relevant departments to ensure overhead rates, labor assumptions, and pricing align with organizational profitability goals and competitive strategy.

Essential Duties and Responsibilities

• Provide ad-hoc reporting and analysis for various functions throughout the organization.
• Use business intelligence tools to develop reports analyzing current and historical key performance indicators (KPIs).
• Assist in developing annual budgets, forecasts (sales and profit & loss), and multi-year strategic financial plans.
• Build financial models and analyses to support strategic initiatives.
• Partner with operations to drive margin improvement initiatives.
• Maintain financial files, including monthly reporting packages, forecasts, and budgets.
• Prepare and distribute monthly internal and external financial reporting packages.
• Prepare quarterly presentation materials for finance and accounting leadership.
• Prepare rolling cash forecasts.
• Support the external audit process.

Job Skills Requirements

• Strong leadership skills.
• Experience in a manufacturing environment preferred.
• Creative thinking, high motivation, and ability to work independently.
• Willingness to work collaboratively in a hands-on management capacity.
• Advanced proficiency in Microsoft Excel, Power BI, and SQL preferred.
• Excellent verbal and written communication skills.
• Cost accounting experience is a plus.
• Proficiency with Microsoft Office suite (Outlook, Word, PowerPoint, etc.).
• Experience with enterprise resource planning (ERP) systems preferred.
• High standards of accuracy and organization.

Education & Experience

• Bachelor’s degree in accounting or finance required; MBA or professional certifications (CPA, CMA) are a plus but not required.

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