Financial Planning and Analysis (FP&A) Analyst

Daybreak Foods, Inc.•Lake Mills, WI

About The Position

The Financial Planning & Analysis (FP&A) Analyst plays a vital role in daily activities at Daybreak Foods, Inc. The role serves as a hub for financial and operational data and results, supporting operational and financial reporting and timely variance analysis. The analyst develops and maintains KPI dashboards and templates and works collaboratively with the Executive Leadership Team, Operations Leadership, and other functional areas. The position reports directly to the Director of Financial Planning & Analysis. Responsibilities include preparing monthly management financial statements; analyzing variances against budget and forecast; improving financial reporting and forecasting processes; supporting financial understanding across functional areas; maintaining long-term financial plans; evaluating customer pricing and associated farm and plant costs; supporting annual budgeting; improving enterprise reporting and executive scorecards; maintaining and distributing data warehouses; and carrying out ad hoc analyses and projects. The role requires financial planning and analysis experience, sound financial and analytical skills, and the ability to communicate complex concepts to non-financial leaders. The work takes place in a clean, temperature-controlled, low-noise environment without a requirement for personal protective equipment.

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.
Practical experience building data warehouses and using software to create and distribute graphical content.
Moderate skills in Excel, financial modeling, data management, and statistical techniques for modeling scenarios.
Knowledge of SQL and PowerBI or Tableau.
Ability to communicate complex financial concepts effectively to non-financial leaders, in writing and verbally.
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.
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 using financial metrics and operational events.
Complete budget and forecast variance analyses, identify key drivers, and explain business outcomes and their potential effects on future financial performance.
Develop and improve financial reporting and forecasting processes and cascade standards into operations.
Translate business results to build financial acumen in functional areas and educate others about the financial effects of their decisions.
Maintain long-term financial plans supporting internal growth, acquisitions, and other events outside normal operating conditions.
Understand customer pricing and associated farm and plant costs.
Support the annual budgeting process by updating and standardizing contributor templates.
Help improve underlying reporting and enterprise reporting used in executive scorecards.
Identify, develop, and maintain data warehouses and regularly distribute information to leadership to support monthly variance analysis.
Complete ad hoc analyses and projects as they arise.
Develop and mentor team members.
Work cross-functionally to drive efficiency and accuracy and deploy software technologies.