Financial Analyst

Oscar Winski Company • Lafayette, IN

9d • Onsite

About The Position

The Financial Analyst supports Accounting & Finance, Business Unit Leaders, financial modeling, budgeting, and data-driven decision-making. The role analyzes Profit & Loss performance, prepares reports and dashboards, and partners with leadership, interpret results and drive actionable recommendations to improve profitability and operational efficiency.

Requirements

• Education: Bachelor’s degree in Accounting, Finance, or Business (required)
• Experience: Demonstrated experience with financial modeling, budgeting, and data analysis
• Technical Skills: Proficiency in Excel (formulas, pivot tables, dashboards)
• Experience with ERP systems
• Analytical and Communication Skills: Strong ability to pull, clean, and analyze data from multiple sources
• Ability to translate numbers into clear narratives and actionable recommendations
• Comfortable presenting to leadership

Nice To Haves

• Familiarity with Power BI is a plus

Responsibilities

• Financial Modeling & Forecasting Build Excel-based models projecting revenue, costs, and profit. Perform scenario analyses (e.g., growth vs. cost changes and margins impact).
• Budgeting & Planning Assist in creating annual budgets. Track actual performance versus plan. Explain variances and provide insights into why numbers missed or beat expectations.
• Data Analysis Pull data from systems (e.g., D365, Power BI, etc ). Identify trends, anomalies, and opportunities. Clean and transform data into usable insights.
• Reporting & Communication Create reports and dashboards (monthly/quarterly financial reports; KPI tracking such as revenue, EBITDA, cost per unit) for multiple business units. Utilize Excel, BI or other to present data clearly.
• Present Insights into Leadership Communicate what happened, why, and recommended actions. Evolve from spreadsheet analyses to trusted advisory support.
• Strategic Support Business decision support: evaluate new projects, pricing analyses, and identify cost-reduction opportunities. Scenario & Sensitivity Analysis Run “what-if” scenarios to inform decisions.
• Industry Provide cost accounting support. Perform inventory and supply chain analysis. Conduct margin analysis by product line & customer.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 101-250 employees