Our client is an award-winning company innovating polymer solutions in nearly every major industry. We value our employees and customers because we know that we do it better when we work together. We are looking for an experience Financial Planning & Analysis Lead Analyst who can oversee the planning, budgeting, forecasting, and analysis at our client’s Industrial Products. This position reports to the Vice President of Strategic Finance & Information Technology and is responsible for all financial planning and analysis for our many lines of industrial products.

Position Summary:

Plans and oversees all financial planning, budgeting, forecasting, and analysis processes at our client’s Industrial Products.  Responsible for all our client’s Executive Team’s questions related to budgeting, forecasting, and ad hoc analyses.  Analyzes, evaluates, and develops forecasting models, metrics, and key performance indicators and partners with management to identify potential opportunities and risks.  Must work well under general supervision with considerable latitude for initiative and independent judgment.

Principal Duties and Responsibilities:

The Lead Analyst must be a self-started who can work independently to develop analysis and market insights for our client’s Executive Teams as well as be ready to answer and analyze questions on the spot. Tasks for the Lead Analyst include, but are not limited to, the following:

• Leads all aspects of budgeting, forecasting, analysis, and financial modeling for our client


• Partners with the Vice President of Strategic Finance & Information Technology to develop financial strategies that align with the company’s overall vision and short-term and long-term objectives


• Collaborates with Sales, Marketing, and Operations to document sales forecasts for all planning periods, including providing meaningful insight into factors such as market size, key customers, pricing, competition, etc.


• Responsible for developing, implementing, and maintaining the Sales & Operations Plan


• Develops financial forecasting models for multiple scenarios to identify areas of risks and opportunities, and leads discussions with our client’s Executive Team to determine next steps


• Develops and operationalizes robust customer and product profitability tools (sales, gross margins, gross profits, etc.), and collaborates with Sales, Marketing, and Operations to optimize key profitability drivers (e.g. pricing, volume, mix, product costs, etc.)


• Primary finance liaison for cross-functional teams handling new product introduction, including documentation of key assumptions required for ROI analysis (e.g. market size, key customer opportunities, pricing, competition, product costs, development costs, and capital expenditures)


• Monitors working capital trends to maximize cash flow and mitigate the risk of bad debt and / or excess or obsolete inventory


• Primary liaison for our client’s Executive Team, responding to their requests for financial data and ad hoc analyses

Requirements

Education and Experience:

• BS degree in Accounting or Finance, MBA preferred


• 8+ years of experience in progressive Accounting and / or Finance roles


• 4+ years accounting experience in a manufacturing environment is preferred


• Advanced understanding of forecasting, budgeting, and financial modeling is required


• Intermediate understanding of cost accounting is strongly preferred


• High proficiency in Microsoft Office applications, with strong Excel skills, is essential


• Experience with ERP systems (Oracle experience a plus)


• Experience with transactional accounting and preparing monthly, quarterly, and annual financial statements is preferred

Knowledge, Skills, and Abilities:

• Attention to detail and commitment to accuracy are critical


• Strong analytical skills and ability to complete complex analyses are essential


• Solid business acumen and ability to understand how the client’s finance interacts with and fits into the overall organization


• Strong leadership, supervisory, teamwork, problem solving, and training skills are critical


• Effective verbal and written communications, including active listening and presentation, skills


• Ability to establish and maintain constructive working relationships with personnel at all levels of the organization


• Ability to effectively prioritize and manage multiple tasks and issues simultaneously and drive issues to resolution in a timely manner with general supervision


• Highly motivated, positive attitude, self-directed, and assertive

About Our Client

Our client has been innovating polymer solutions for over 50 years. What started with polymer solutions for the medical industry in 1966 has expanded to nearly every major industry in the world and our products can be found everywhere from backyard grills to aircraft. Come be a part of our team in “turning polymers into possibilities.”

Benefits

Our client offers an outstanding range of benefits that includes

• 401K that includes a 6% match


• Excellent medical, dental, and vision plans as well as no-cost, on-site medical care and flexible spending accounts


• Paid time off including 10 paid holidays


• Free confidential counseling


• Basic life and accidental death & dismemberment insurance


• Short and long-term disability insurance

Disclaimer Statement:  Job description is not intended to be an exhaustive list of all job duties and/or knowledge, skills, and abilities required, but a description of the job’s most important elements.  Nothing in this description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.