Financial Planning & Reporting Specialist

Cogent•Riverside, MO

4d•Onsite

About The Position

Cogent is seeking a detail-oriented, technically savvy Financial Planning & Reporting Specialist to support its finance team. The role delivers accurate financial data, analysis, and reporting to support strategic decision-making and the organization’s financial health. The position is on-site at Cogent’s Riverside, Missouri location. The specialist drives financial clarity through data analysis, automated reporting, and proactive communication. The role includes producing financial reports, evaluating business cases, developing planning models and dashboards, and presenting complex financial information to leadership and other stakeholders. It also supports process improvement, data integrity, and the confidentiality of financial information and strategic plans.

Requirements

Bachelor’s degree in Finance, Accounting, or a related field.
Strong understanding of data structures and relational databases, including the ability to understand how data is organized.
Ability to work with and manipulate data from multiple systems, including experience working with ERP databases and complex data structures.
Strong organizational skills, exceptional attention to detail, and ability to meet strict deadlines.
Advanced proficiency in Microsoft Excel, including financial modeling, pivot tables, and VLOOKUPs, and proficiency in PowerPoint; familiarity with ERP systems.
Proven ability to build executive-level presentations and board-ready materials.
Demonstrated experience developing and maintaining rolling budget and planning models.
Analytical thinking and ability to interpret complex data sets and perform business case analysis.
Excellent communication skills and ability to present technical financial data to non-financial stakeholders.
Self-starter who thrives in a fast-paced, team-driven environment.
Collaborative mindset with a focus on process improvement.

Nice To Haves

Experience in financial analysis, corporate reporting, or general accounting.
Familiarity with financial reporting software, such as BI tools.
Experience in industrial or manufacturing project environments.
Interest in or experience leveraging AI tools for financial reporting and process automation.

Responsibilities

Prepare, analyze, and present timely monthly, quarterly, and annual financial reports.
Conduct business case analysis to support strategic initiatives and capital investment decisions.
Prepare board-level materials and executive presentations that translate complex financial data into actionable insights for leadership.
Develop and maintain the company’s rolling 12-month budget and planning model, ensuring accuracy and alignment with strategic goals.
Develop and maintain automated financial reporting dashboards and models to track key performance indicators (KPIs).
Collaborate with cross-functional departments to provide variance analysis and operational insights.
Identify process improvements within financial reporting systems to drive efficiency.
Maintain documentation and data integrity for financial systems and reporting tools.
Protect operations by keeping financial information and strategic plans confidential.