Financial Planning and Analysis (FP&A) Analyst

Daybreak Foods•Lake Mills, WI

19h

About The Position

The Financial Planning & Analysis (FP&A) Analyst plays a vital role in the daily activities of Daybreak Foods, Inc., serving as a hub for financial and operational data and results. The position supports operational and financial reporting, timely variance analysis, and the development and maintenance of KPI dashboards and templates. It is highly collaborative, working with the Executive Leadership Team, Operations Leadership, and other functional areas, and reports directly to the Director of Financial Planning & Analysis. The analyst prepares management reporting, explains results using financial and operational context, and supports budgeting, forecasting, long-term planning, and business decision-making. The role also develops reporting processes and data resources, helps improve enterprise reporting, and performs ad hoc analysis and projects.

Requirements

Bachelor’s degree in finance, accounting, economics, or a related field from an accredited college.
3–7 years of FP&A experience.
Knowledge of GAAP practices and standards and financial reporting.
Knowledge of SQL and Power BI or Tableau.
Moderate skills in Excel, financial modeling, data management, and statistical techniques for accurately modeling scenarios.
Practical experience building data warehouses and using software to create graphical content and distribute it within an organization.
Ability to communicate complex financial concepts effectively to non-financial leaders, both verbally and in writing.
Ability to turn conceptual ideas or direction into clear, actionable plans and execution, and comfort with ambiguity.
Ability to manage change and prioritize in a rapidly changing environment.
Strong analytical and problem-solving skills.
Ability to build strong relationships based on trust and influence.
Experience working cross-functionally to drive efficiency and accuracy and deploy software technologies.
Self-motivated, independent, and proactive.
Excellent written and verbal communication skills.

Nice To Haves

Experience in industrial, agricultural, or manufacturing environments.

Responsibilities

Prepare monthly management financial statements and explain results by combining financial data, metrics, and operational events.
Complete variance analysis against budget and forecast, identify key drivers, and explain business outcomes and impacts on future financial performance.
Develop and enhance financial reporting and forecasting processes, and cascade standards into operations areas.
Translate business results to build financial acumen in functional areas and educate others about the financial impact of their decisions.
Maintain long-term financial plans supporting internal growth, acquisitions, and other events outside normal operating conditions.
Understand customer pricing and the associated farm and plant costs for each customer.
Support the annual budgeting process by updating and standardizing templates for contributors.
Help drive changes to underlying reporting to improve enterprise reporting and contribute to an executive scorecard.
Identify, develop, and maintain data warehouses and regularly distribute information to leadership to support the monthly variance process.
Perform ad hoc analysis and projects as they arise.
Develop and mentor team members.