Senior Financial Planning Analyst

• Performs financial analysis and modeling to provide actionable information to business leaders
• Leads the preparation of annual budgets and interim financial projections
• Provides monthly financial and operations reporting to business leaders with comparisons to Budget and Prior Year with key commentary on material variances
• Analyzes, interprets and communicates KPI and financial variances to management
• Prepares executive and board level presentations
• Assists with periodic updates to investor presentation and other business-related matters
• Works collaboratively within the organization to set financial and operational goals
• Focused on expense and headcount management across the organization
• Establishes KPIs that drive business results
• Monitors, tracks and reports progress towards the goals and KPIs
• Provides ad-hoc analysis and reports as requested by CFO and other business leaders
• Leads the annual financial budget process
• Provides monthly updated financial forecasts
• Provides monthly cross-functional sales, operations and financial reporting, translating data into actionable insights
• Primary financial liaison for relevant department heads, providing data-driven recommendations
• Supports quarter end SEC filings and earnings call preparation

• Bachelor's degree in Finance or Accounting
• MBA preferred
• 3+ years similar experience
• Proficiency with Microsoft Office applications (Word, Excel, PowerPoint, Outlook)
• Manufacturing and or service industry experience
• Public company experience

Demonstrates expertise in financial analysis, modeling, and reporting, with a strong focus on budget preparation, KPI establishment, and cross-functional collaboration. Proficient in providing actionable insights and data-driven recommendations to support business leaders and drive operational goals.

• Financial Analysis
• Budget Preparation
• KPI Establishment
• Microsoft Office Proficiency
• Public Company Experience

• Financial Modeling
• Variance Analysis
• Forecasting
• Expense Management
• Ad-Hoc Reporting

• Collaboration
• Communication
• Presentation Skills

• Bachelor's Degree in Finance or Accounting
• MBA Preferred

• Manufacturing Industry
• Service Industry
• Public Company Experience
• SEC Filings