Develop and maintain financial models, forecasts, budgets, and long-range financial plans.
Analyze monthly, quarterly, and annual financial results and explain variances against budget, forecast, and prior periods.
Prepare management reporting, dashboards, and presentations for senior leadership.
Partner with business leaders to evaluate financial performance, business opportunities, and operational initiatives.
Conduct financial, profitability, cost, and variance analysis to identify trends, risks, and opportunities.
Support the annual budgeting and forecasting processes, including assumptions, modeling, and reporting.
Develop ad hoc analyses and financial models to support strategic and operational decision-making.
Evaluate business cases, investments, capital expenditures, pricing initiatives, and other strategic projects.
Collaborate with Accounting to ensure the accuracy and integrity of financial reporting.
Identify process improvements and opportunities to automate or streamline financial reporting and analysis by collaborating with the Technology team on the use of AI.
Monitor key performance indicators (KPIs) and provide actionable insights to management.
Assist with financial planning, scenario analysis, and sensitivity analysis.
Present findings and recommendations clearly to both finance and non-finance stakeholders.
Qualifications & Skills:
Bachelor?s degree in Finance, Accounting, Economics, Business Administration, or a related field.
4?7+ years of relevant financial analysis, FP&A, or corporate finance experience.
Strong understanding of financial statements, budgeting, forecasting, and financial modeling.
Advanced proficiency in Microsoft Excel, including complex formulas, PivotTables, lookups, and financial modeling.
Experience with ERP, financial planning, or business intelligence systems.
Strong analytical, problem-solving, and critical-thinking skills.
Excellent written and verbal communication skills.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Strong attention to detail with the ability to understand the broader business context.
MBA, CPA, or other relevant professional certification preferred
Experience with Power BI, Claude, Tableau, SQL, or other data analytics/BI tools preferred.
Experience with ERP and planning platforms such as SAP, Oracle, Workday, NetSuite, Anaplan, or Adaptive Planning.
