Financial Planning Analyst

Job Description

Reporting directly to the Financial Planning & Analysis Manager, the Financial Planning Analyst will support finance, operations, and sales with financial and profitability analysis. The position will take a lead role in compilation and review of annual budget and recurring forecasts. They will be responsible for timely completion of activities related to monthly financial close and will support accounting functions, as required.

They will interface with the sales team on developing pricing for new programs and ensuring the organization has accurate costing information for decision making. They will familiarize themselves with the company ERP and BI software, supporting the operations and sales teams, while continuously identifying areas for improvement. The Financial Planning Analyst will support the corporate development team in evaluating and integrating potential acquisition candidates.

Supervisor: FP&A Manager
Date Completed: 10/01/2024

Department: FINACCT
FLSA Classification:
Exempt

Location(s):
River Road, Cincinnati, OH, US
Status:
Full-time

A.S degree in Finance or Accounting or equivalent combination of experience and education.

• 1-2 years of experience in accounting/financial analysis role is required
• Experience with Finance or Accounting is preferred
• Experience with Microsoft Excel is required
• Must have excellent verbal skills
• Experience in a manufacturing environment is preferred
• Intermediate skills in Microsoft Excel preferred
• Experience with Business intelligence software is preferred

• Coordinate with Accounting, Plant and Business Managers to complete FP&A analysis on monthly financials.
• Perform regular reviews of product costs and profitability.
• Work with sales teams to support quoting activities.
• Work with operations team to identify and capitalize on cost improvement initiatives.
• Support month end accounting close and annual audit, as required.
• Help to support ERP and BI systems.
• Work with teams throughout the organization in compiling information required for annual budgets and forecasts.
• Coordinate monthly forecasting and regular updates with business and operations managers.
• Coordinate with accounting to implement processes related to accounting/finance.
• Maintain current knowledge of organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Safeguard Confidential information regarding all company affairs.
• Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
• In your absence you are to ensure that the tasks assigned to you are adequately covered by trained personnel. You are responsible to communicate and work with your manager to ensure your workload is covered when you are out.
• Adhere to all Environmental, Health, Safety, Security Requirements covered under Local State and Federal Regulations.
• Maintain Hazardous waste in accordance to all Local, State, and Federal Regulations;
• Other duties as required

• We will follow the company written training program for this position.

• Maintain a safe, legal and environmentally protective operation
• Listen to our customers, suppliers and employees
• Respond quickly to customer concerns
• Follow set guidelines for GMP, quality and food safety requirements
• Maintain training on applicable procedures in quality, GMP, and food safety
• Report any food safety, security, and / or quality issues to management or the HACCP team to initiate action
• Provide flexible and innovative strategies to support new business opportunities
• Be cost effective in the utilization of our resources, thereby contributing to the profitability of Peter Cremer North America, LP and our customers