Sr. Financial Analyst – West Region

Job Description

Company: $1B publicly held industrial materials manufacturer and distributor with numerous locations throughout the United States.

Location: City of Industry, CA (605/10 fwy)

Title/Position: Sr. Financial Analyst (West Region) - strong growth potential as company looks to expand with more M&A

Salary: up to $100K or more Depending on Experience

ERP System: Syteline (windows version of Mapics); Impromptu for Reporting (Crystal Reports, Access, Cognos, etc.)

Specs on Job: (detailed JD below)

·        FP&A for West Coast (3 manufacturing plants)

·        P&L, KPI and Operations Analysis

·        Capital Expenditure (CapEx)

·        Budgeting & Forecasting

·        Ad Hoc & Management reports

Requirements:

·        Bachelor’s degree a must; MBA, CMA or CPA preferred

·        7+ years of FP&A experience preferably in a Manufacturing or Distribution environment

·        Dynamic, Driven and Outgoing personality with ability to see the Big Picture

·        Strong Business Acumen, Motivated, Progressive with a strong Process Improvement mentality

Summary: Senior Financial Analyst review financial data and other reports in order to predict current and future financial performance.  Additionally, Senior Financial Analysts also research the economic climate and other investments to determine the effect that these factors will have on a company’s profitability.

Essential Duties and Responsibilities: include the following. Other duties may be assigned.

• Analyze financial information to produce forecasts of business, industry, and economic conditions for use in making investment decisions.

• Provides information and reports to management on various projects.  

• Evaluate profit and cost efficiencies in various areas of the organization as needed.

• Perform monthly balance sheet, income statement and changes in financial position/budget variance analysis

• Prepare financial reports, charts, tables and other exhibits as requested

• Provide timely, relevant and accurate reporting & analysis of the results of the division’s performance against historical, budgeted, forecasted and strategic planning results to facilitate decision-making toward the achievement of the budget and strategic plan.

• Maintain and develop various financial models and standard templates distributed for use by all of Finance during the planning processes, ensuring quality, accuracy and focused analytic review

• Evaluate data, prepares forecasts, analyzes trends and presents results pertaining to sales, operations, manufacturing, information systems, general business conditions and other areas.

• Perform complex financial analyses, prepare related presentations and present results including compilation and review of financial plans and budgets, taking into consideration actual performance, previous expenditures and estimated income and expenses

• Conduct new project feasibility financial analysis

• Analyze product costing and pricing

• Improves financial status by analyzing results and variances; identifying trends; recommending actions.

• Reconciles transactions by comparing and correcting data.

• Increases productivity by developing automated applications; eliminating duplications; coordinating information requirements.

• Provides information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations.

• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.

• Accomplishes finance and organization mission by completing related results as needed.

Supervisory Responsibilities:  This job has no supervisory responsibilities.

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Calculative and analytical mind

• Problem-solving and critical thinking skills

• Good (verbal & written) communication and interpersonal skills

• Attention to detail

• Must be able to write and make convincing presentation

Education and/or Experience:     

Bachelor’s Degree in either: Business, Finance, or Economics related is required.

Master’s Degree in either: Business, Finance, or Economics related is required.

Minimum of 8 years of experience, in either a manufacturing or distribution environment is required.

Mathematical Skills:                   

Must understand and comprehend basics of accounting and recognize numerical incongruence or inconsistencies within this position.  Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.  Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability:                   

Ability to apply common sense understanding to carry out detailed written or oral instructions.  Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills:             

To perform this job successfully, an individual should have knowledge of Accounting software; Internet software; Spreadsheet software , Power point and Word Processing software.

Advanced Excel skills required including Pivot Tables, H&V lookup, Sum If statements,  etc.

Reporting Skills, Informing Others, Financial Skills, Forecasting, Corporate Finance, Financial Diagnosis, Financial Software, Analyzing Information , Statistical Analysis, Process Improvement, Financial Planning and Strategy

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

There is minimal physical exertion in this position.  Mental fatigue will occur in this position dealing with the regular and re-occurring activities of the position.  While performing the duties of this job, the employee is regularly required to use hand/fingers for a high degree of key board work. The employee is frequently required to sit for long periods and to be able to talk and hear. The employee is occasionally required to stand and walk.  Specific vision abilities required by this job include close vision and ability to adjust focus.

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The vast amount of the work in this position would be considered standard office environment including extensive computer use followed by variations of phone use, filing, desk operation and similar.  Must be able to operate all standard office equipment.  Noise level in the work environment is moderate/standard office.