Sr. Financial Analyst

Overview

This role involves supporting the Financial Planning and Analysis (FP&A) department by managing forecasting activities and management reporting analysis. The position focuses on improving processes and analyses to gain insights into company performance and operational efficiencies. The Senior Financial Analyst will develop and maintain financial models related to financial and operational performance and handle ad-hoc analyses. A primary responsibility is managing and supporting capital expenditures forecasting and reporting, along with some financial statement analysis and reporting.

Responsibilities

• Manage the full lifecycle of the Capital Expenditures (CapEx) planning process, from Authorization for Expenditure (AFE) approval through actual spending to project closure
• Oversee multi-year CapEx forecasts and budgets by collaborating with engineering, operations, and finance teams to keep forecasts and data current
• Administer the AFE workflow system, ensuring data accuracy and timely project approvals
• Conduct lease vs. buy analyses for applicable AFEs in partnership with site teams and corporate business partners
• Prepare summaries of CapEx spending and depreciation expense by legal entity for treasury and tax departments
• Maintain models for EBITDA waterfall calculations, ensuring variances are accurately calculated and explained
• Prepare reports for management review and Board presentations
• Collaborate with data contributors to improve planning and forecasting processes, enhancing analysis of business drivers related to CapEx planning and reporting
• Advocate for continuous system improvements to increase efficiency and understanding of reporting and planning processes across the organization
• Play a key role in preparing, analyzing, and communicating quarterly forecasts, long-range plans, and annual plans for consolidated financial statements
• Assist other department personnel with financial updates, including preparation, analysis, and review
• Provide recommendations and assist with implementing changes to formal policies and procedures
• Administer Oracle system data transfers between Oracle and SAP, ensuring accuracy and completeness, with IT support for backend administration
• Perform other duties as assigned

Requirements

• Bachelor's degree in Finance, Accounting, or a related field; MBA and/or CPA preferred
• Knowledge of GAAP and FASB pronouncements is beneficial
• Minimum 3-5 years of progressive experience in FP&A or accounting
• Substantial experience with computer-based budgeting and financial modeling
• Experience with Oracle and SAP preferred
• Advanced proficiency in Microsoft Office, especially Excel and PowerPoint
• Strong oral and written communication skills
• Ability to interact effectively with a wide range of individuals throughout the organization
• Ability to work effectively in a deadline-oriented environment

Position Scope

The Senior Financial Analyst must function as a team player in a deadline-driven environment. The role requires a driven individual with strong upward mobility and a growth mindset. Understanding the economic structure of manufacturing and distribution systems and their impact on financial statements is essential. Seasonal overtime of approximately 10-20 hours per week is expected.

Compensation & Benefits

• Estimated base pay range: $94,700 - $124,900
• Actual base pay may vary based on education, training, skills, qualifications, experience, and job scope
• Incentive program available to all full-time employees
• Comprehensive benefits package including:
  • Two medical plan options
  • Health savings plan with company contribution and match
  • Dental and vision benefits
  • Well-being incentive program
  • 401(k) plan with potential employer contribution between 10% and 13%
  • Life and disability insurance
  • Paid time off programs
• Flexible work arrangements to support work-life balance

Location

This position is based in the United States, with operations spanning manufacturing complexes in the U.S., Canada, and the United Kingdom.