Financial Analyst-Augment

Overview

Will provide in-depth analysis and strategic recommendations to company leadership across several key areas as well as special projects relevant to driving revenue or profitability across the enterprise

Responsibilities

Essential Duties and Responsibilities:

•Through robust modeling and analysis, this position will create, track, forecast and analyze financial information to aid the business in making critical, time-sensitive decisions

•Supports monthly, quarterly, and annual reporting process for Executive leadership team, delivering quality and insightful reports and analytics on a timely manner including central and business-wide reporting

•Responsible for executing/implementing enterprise-wide planning processes including annual operating plan, monthly forecast cycle and actuals report outs to senior management

•Analyzes enterprise-wide strategic initiatives with financial modeling and provide recommendations to management for delivering long and short-term business objectives

•Develops presentation materials and analysis for ELT, BOD, and key departmental partners as a decision support partner to the organization

•Manages CapEx reporting and assists with modeling of economic justifications and return on invested capital analysis

•Develops cash flow and regional forecasts including tracking of and justification for addback items

•Produces accurate and timely financial information and analysis; promote an environment of strong internal controls and efficiencies

•Provides value-added analytics and KPI tracking to improve enterprise financial performance

•Carries out responsibilities in accordance with the organization's principles, policies, and applicable law

Qualifications

Job Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or relevant certification (e.g., CFA, CPA) is a plus

• 5+ years of experience in Financial Planning & Analysis (FP&A), corporate finance, or related analytical roles

• Advanced expertise in Planful (formerly Host Analytics), including building, maintaining, and optimizing financial reports and models

• Strong hands-on experience with Spotlight for Office (Excel-based Planful reporting), with the ability to design and develop complex, dynamic reports and templates

• Proven ability to create, automate, and enhance financial reports from Planful and/or Microsoft Dynamics Business Central

• Prior completion of formal Planful and/or Spotlight training strongly preferred

• Experience with Power BI (data visualization, dashboard creation, and reporting) is a plus

• Advanced proficiency in Microsoft Excel, including formulas, pivot tables, and financial modeling; experience with Excel-integrated tools is required

• Demonstrated experience developing financial models for forecasting, budgeting, scenario analysis, and strategic planning

• Strong understanding of financial statements, KPIs, and business performance metrics

• Experience supporting executive-level reporting, including preparation of presentations for senior leadership (ELT/BOD)

• Ability to manage large data sets, ensuring accuracy and integrity while generating actionable insights

• Strong analytical, problem-solving, and critical thinking skills with high attention to detail

• Excellent communication and presentation skills, with the ability to translate complex financial information into clear business insights

• Experience working in fast-paced environments with the ability to manage multiple priorities and meet tight deadlines

Knowledge of ERP systems (preferably Microsoft Dynamics Business Central) and financial reporting tools