Budgeting and Financial Analyst

Taylor-Listug, Inc.•El Cajon, CA

About The Position

The Budgeting and Financial Analyst plays a critical role in helping Taylor Guitars plan for, report on, and understand their financial activities and results. This role involves analyzing past financial data, forecasting future financial needs, and contributing to strategies that ensure Taylor Guitars remains financially sound while achieving its operational and strategic goals. The Budgeting and Financial Analyst is responsible for the preparation of consolidated financial statements in accordance with GAAP, and monthly and quarterly reporting to other stakeholders. This includes the internal monthly and annual financial package of reports.

Requirements

Customer Focus - Knows who internal customers are. Identifies opportunities that benefit the customer (internal and external). Establishes and maintains effective relationships. Delivers products that meet customer expectations.
Results Oriented - Works as a productive and cooperative member of a cohesive group. Persists in accomplishing objectives despite obstacles and setbacks. Pushes self and helps others achieve results. Solution vs. problem oriented. Demonstrates ability to adjust when obstacles arise.
Communicates Effectively - Communicates proactively and with purpose and professionally, in a concise and straightforward manner. Attentively listens to others. Communicates to those involved, especially if agreements cannot be kept.
Accountability - Takes personal responsibility for decisions, behaviors, actions and failures, and commits to necessary corrective action. Able to admit limitations of knowledge yet demonstrate a willingness to do what is needed to improve. Proactively seeks feedback without being defensive. Does what is right because it is the right thing to do. Leaves personal circumstances outside of work in order to remain engaged in the task at hand. Maintains a positive attitude despite adversity.
Reliability - Demonstrates reliable and predictable attendance and punctuality.
Verbal & Written Communication - Ability to effectively communicate clearly and concisely with others using the spoken word and in writing.
Analytics - Excellent command of Tableau and SQL with a passion for making data-driven decisions and using both quantitative and qualitative data to continually monitor KPIs, analyze/interpret information,
inform team thinking, identify opportunities/shortcomings, adjust strategy, and align tactics.
Technical Aptitude - Apply technical skills to recommend solid, achievable solutions, explain complex ideas/alternatives/risks clearly, communicate a project vision and satisfy requirements.
Database Management - Experience with multi layered approaches to wrangling disparate data sources, creating ETL flows, and working with a managed data warehouse.
Project Management – Proven ability to drive projects forward from concept to execution and deliver results, create project schedules/milestones, and work with a comfort for handling numerous projects and tight deadlines.
Leadership – Proven success in leading, motivating, fostering, and influencing project teams to do great work, produce inspired digital experiences, and deliver needle-moving results.
Strategy – Strong strategic and conceptual thinker able to both synthesize abstract ideas as well as plan and deliver execution of those ideas; with a user-focus and considerations for both experience and design.
Bachelor's degree, preferably in finance, data analytics.
Minimum of 4 years’ experience in developing and managing BI tools, project management, and strategizing data architecture.
Experience working with an FP&A platform is a must
Advanced knowledge and experience using MS Excel, MS Power Point is a must

Nice To Haves

Manufacturing experience is a plus.
CFA certificate is a plus.
Experience working with Syspro (or any ERP) via SQL is preferred
Knowledge and experience using Tableau is a plus
Experience/education as an accountant is a plus

Responsibilities

Analyze financial information to produce and provide information to management.
Oversee consolidated annual budgeting process ensuring alignment with business objectives
Create management reporting and executive-level presentations that are informative and well organized.
Analyze the trends of Key Performance Indicators (KPIs), especially relating to financial metrics such as sales, expenditures, and profit margin.
Perform international consolidations from foreign currencies in conformity with US GAAP
Manage and use the financial reporting and budgeting software tool quality reporting in an efficient manner.
Collaborate with executives, budget managers, and cross-departmental leadership to manage and drive the annual budgeting process.
Effectively handle multiple projects simultaneously in a deadline driven environment.
Suggest improvements to procedures, systems and processes that will enhance internal controls.
Interpret financial results by identifying major factors/variances and translating the data into concise and actionable information.
Leads and drives the consolidation of Annual Operating Plans, Long-Range Plans, and Forecasts.
Ensure work always meets timing and quality expectations.
Encourage data stewardship and accountability within the finance group and other functional areas
Inspire and cultivate the growth of a data-driven culture throughout the finance group and other functional areas.
Develop and automate financial planning models leveraging Tableau and similar automation tools
Ad-hoc business performance reporting.