POSITION SUMMARY/OBJECTIVE:
The CFO is looking for a highly capable and motivated analyst to support Strategic Planning, Transaction Analysis, Mergers & Acquisitions, Budgeting, Internal / External Financial Reporting, and corporate Treasury functions. This position will have a high level of interaction across the organization with regular exposure to the CEO, CFO, and Executives through various assignments.
ESSENTIAL FUNCTIONSReasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prepares monthly reporting package that includes variance analysis of financial results, product mix analysis and KPI reporting.
- Responsible for all external monthly reports. (Midcap) 3. Responsible for helping maintain bank accounts, report daily cash details to various areas, monitor liquidity, and has ample visibility on payments being processed.
- Supports Treasury initiatives, implement process improvements, and ensure best practices.
- This role will lead the transition from excel budgeting/forecasting into Prophix forecasting.
- Key contributor from FP&A team in IBP implementation and monthly requirements.
- Responsible for creating a repository of major customer contracts.
- Works in tandem with AR leader to have a strong Customer Credit Applications process.
- Provides FP&A support to Operations team to quantify ROI on major CAPEX projects.
- Monitors credit card spend and ensures proper limits are in place.
- Develops, implements, and improves processes through identification of operational and technological changes that are having an impact on efficiencies.
- Partner with HR team to implement key head count and labor metrics to drive key financial decisions.
- Work in tandem with Sr Financial Analyst to perform trend analyses, digest major market indicators and evaluate forecasts from major customers to assist build annual budget.
Required Education and Experience:
- Bachelor's Degree in Finance, Accounting, Economics or related business
- Minimum 7 - 10 years of finance experience, or master’s degree
- Professional certifications (CPA, CIA or equivalent) a plus
- Working knowledge of software applications for data analysis, financial modeling and presentation (i.e., MS Access, Excel, PowerPoint, and SQL, etc.)
- Experience developing reports for tracking and translating information from quantitative data to infographics (charts, trends, slides, etc.) is a plus
Travel: As needed
