Financial Analyst

Harv 81 US•Benicia, CA

2d•Onsite

About The Position

Harv 81 USA is seeking an experienced, analytical, and business-minded Financial Analyst to support financial planning, forecasting, operational performance, and strategic decision-making across its North American business. This hands-on finance role requires knowledge of financial accounting, financial statements, cash flow, and financial modeling. Working directly with the Vice President of Finance, the analyst will manage and improve forecasts, analyze business performance, support working-capital improvement, and develop insights for management decisions. The role collaborates with Accounting, Sales, Commercial Operations, Supply Chain, Manufacturing, and senior leadership, and supports modernization of financial reporting through improved systems, automation, business intelligence, and proactive analysis. Responsibilities span financial planning and forecasting; manufacturing and operational finance; commercial profitability analysis; financial systems, reporting, and business intelligence; and strategic analysis and special projects. The successful candidate will prepare forecasts and budgets, analyze financial statements and business drivers, build integrated models, assess costs and profitability, improve reporting and dashboards, and provide management with clear recommendations. Within the first six months, the candidate is expected to independently explain significant financial variances, maintain forecasts, develop reliable models, identify manufacturing and inventory drivers, work with department leaders, improve recurring reports, and provide actionable insights. Qualified candidates will complete a practical financial assessment covering financial statement analysis, cash flow, financial modeling, and Excel proficiency. The position is located in Benicia, California.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field with demonstrated financial expertise.
Typically 2–5 years of relevant experience in FP&A, corporate finance, financial accounting, or operational finance; candidates with less experience may be considered if they demonstrate exceptional financial proficiency.
Demonstrated experience independently preparing financial analyses, forecasts, budgets, or management reporting.
Hands-on experience working with financial statements and accounting or ERP data.
Experience developing financial models and analyzing financial performance.
Thorough understanding of the income statement, balance sheet, and cash flow statement, including how the three statements interact.
Understanding of accrual accounting, revenue recognition, expenses, depreciation, inventory accounting, and working capital.
Ability to explain how business transactions affect profitability, cash flow, and the balance sheet.
Experience analyzing financial performance, identifying variances, and explaining underlying business drivers.
Ability to develop and maintain financial forecasts and scenario analyses.
Understanding of gross margin, contribution margin, EBITDA, operating expenses, and profitability.
Ability to analyze cash flow and explain differences between accounting earnings and cash generation.
Strong financial reasoning and ability to identify inconsistencies or errors in financial information.
Advanced Microsoft Excel proficiency, including financial modeling, complex formulas, lookups, pivot tables, and data analysis.
Ability to independently build, troubleshoot, and maintain financial models.
Experience extracting, manipulating, and reconciling financial data from accounting or ERP systems.
Ability to work accurately with large datasets while maintaining appropriate controls.
Strong analytical, quantitative, and problem-solving skills.
Ability to independently investigate financial discrepancies and identify root causes.
Strong attention to detail and commitment to financial accuracy.
Excellent written and verbal communication skills, including the ability to explain financial concepts to nonfinancial stakeholders.
Strong organizational skills and ability to manage competing priorities.
Demonstrated initiative, intellectual curiosity, and sound business judgment.
Ability to collaborate effectively across departments.
High level of professionalism, discretion, and confidentiality.

Nice To Haves

Experience in manufacturing, distribution, packaging, or inventory-intensive businesses.
Knowledge of manufacturing cost accounting, inventory valuation, overhead absorption, and production variances.
Experience with Microsoft Dynamics 365 Business Central or similar ERP systems.
Experience with Workday Adaptive Planning or comparable financial planning platforms.
Experience with Power BI, Power Query, SQL, or similar business intelligence tools.
Experience automating financial reports or developing management dashboards.
Experience with cash flow forecasting, working capital management, and liquidity analysis.
Familiarity with foreign exchange exposure, tariffs, or international business operations.
Experience partnering with manufacturing, supply chain, or commercial teams.
CPA, CMA, or relevant professional certification.

Responsibilities

Develop, maintain, and analyze monthly financial forecasts, annual budgets, and long-range projections.
Analyze income statements, balance sheets, and cash flow statements; prepare management reporting and actual-versus-budget and forecast variance analyses.
Explain changes in revenue, margins, EBITDA, expenses, net income, and cash flow, and communicate recommendations to management.
Build and maintain integrated financial models incorporating income statement, balance sheet, and cash flow projections.
Analyze working capital, including receivables, payables, inventory, liquidity requirements, and cash flow.
Evaluate the financial impact of changes in sales, costs, inventory, and operating assumptions; identify risks, opportunities, and corrective actions.
Collaborate with Accounting to reconcile results, validate reporting accuracy, and understand accounting adjustments.
Partner with Manufacturing and Supply Chain to evaluate production costs, operational efficiency, and inventory performance.
Analyze manufacturing costs, production variances, cost absorption, production efficiency, and manufacturing profitability.
Evaluate inventory levels, aging, turnover, and working-capital requirements; support inventory reduction initiatives.
Analyze gross margin, contribution margin, and profitability across business lines; identify cost-reduction and margin-improvement opportunities.
Partner with Sales and Commercial Operations to analyze customer, product, and business-line profitability, pricing, sales volumes, and product mix.
Translate sales forecasts and commercial assumptions into financial projections; support sales forecasting accuracy and commercial performance reporting.
Evaluate the financial impact of foreign exchange, tariffs, supplier pricing, and changes in customer demand.
Develop financial models for pricing decisions, customer opportunities, commercial initiatives, production volumes, capacity utilization, and cost structures.
Develop and maintain advanced Excel-based financial models and reporting tools; extract, reconcile, and analyze information from ERP, planning, and reporting systems.
Improve the accuracy, efficiency, and consistency of recurring reports; develop financial and operational KPIs and management dashboards.
Identify opportunities to automate reporting and analytical processes and collaborate with Finance and IT on data quality, reporting, and systems integration.
Develop business cases and financial models for capital investments, facility decisions, and operational initiatives; perform ROI, NPV, payback, and sensitivity analyses.
Evaluate financial and operational tradeoffs and support cost reduction, process improvement, business optimization, and other special projects.