Senior Analyst, Financial Planning & Analysis
About The Position
The Planning and Analysis Senior Analyst role provides financial support and analysis as part of the CCBF Finance team. This position is responsible for the Capital approval and management process, prepare analysis and development of business case evaluations for capital projects, real estate projects, other strategic projects as needed. The position also plays a key role in supporting the annual planning process, liaising with other key functions (Strategy, PRGM, Sales, Field Operations, Marketing, Commercial, Finance, HR). The senior Analyst also supports the monthly rolling estimate forecast for the total CCBF business, as well as the risks and opportunities assessment. The senior Analyst provides analysis focused on financial gap solving process for the team. The senior Analyst is responsible for all aspects of commercial finance, including the deals analysis process with the Sales teams, as well as pre- and post-analysis on commercial activity. The senior Analyst is also responsible for franchise finance support, liaising with TCCC around all funding and customer funding/agreements. The senior Analyst is also responsible for pre- and post-analysis of DME marketing investments. The role also serves as project coordinator, performing complex analysis of information and data sources and prepares executives summaries. Responsible for providing advanced analytical support and timely and accurate reporting of financial performance. The senior Analyst will support process improvement initiatives and development of tools and reporting templates.
Requirements
- Strong Technical knowledge – ERP systems (SAP) and Microsoft Office (Access, Excel, Outlook, Word, PowerPoint), Power Pivot, Power BI, Tableau
- Communication – excellent written and verbal skills and ability to clearly articulate relevant ideas, opinions, and information
- Analytical skills – analyze information to provide clear and concise recommendations
- Process knowledge – strategic thinking, financial planning, forecasting, and modeling
- Prioritization – managing multiple and complex priorities
- Problem solving – identify errors/gaps in processes/reporting and identify solutions
- Collaboration – ability to collaborate with cross-functional teams
- Leadership - strong leadership skills
- Project Management – ensure the timely completion of designated objectives
- Strong change management skills
- Working knowledge of ERP systems (SAP)
- Prior experience in financial statement preparation, monthly closing activities and financial reporting
- Experience in manufacturing, distribution or CPG industry
- Bachelor’s degree in Accounting or Finance
- Minimum 5+ years work experience in accounting, including financial statement preparations, financial analysis, internal audit/controls, account analysis and reconciliation
Nice To Haves
- Certified Public Accountant (CPA) preferred
Responsibilities
- Responsible for Capital approval and management process, prepare analysis and development of business case evaluations for capital projects, real estate projects, other strategic projects as needed
- Support Field Operations leadership, Territory General Managers and Fleet, Equipment Service Directors to identify opportunities and drive more effective and efficient operational and financial results including live routine financial reviews with Field ops leadership team
- Support comprehensive annual business planning process for CCBF organization by providing timeline, goals, accountabilities, and interdependencies
- Support population and development of all planning models, (e.g., ROI analysis, buy vs. lease analysis)
- Provide support preparing monthly / annual business analysis to CEO / CFO that identify gaps and opportunities that impact financial performance
- Support monthly financial Rolling Estimate process, consolidating financial forecast, including risks and opportunities assessment, for report out and discussion with ELT
- Responsible for the analysis and development of business case evaluations for capital projects including post-project analysis
- Responsible for all aspects of commercial finance function, including customer deals analysis and DME investment analysis
- Responsible for the pre- and post-financial analysis on all major commercial financial activities
- Responsible franchise finance analysis and support including liaising with TCCC finance on all brand and customer funding agreements
- Support financial reporting tool development and automation, includes primary financial reporting tool, expense analysis, budget model, scorecards
- Perform ad-hoc analysis as needed
- Special finance project support as needed
- Act as Business partner to Territory General Managers, support reporting, financial analysis and live reviews with Field ops leadership team
- Support Month-end close – prepare financial reports, sales reporting reconciliation, cash flow and procurement reporting, coordinate with Fixed asset accounting on accounting issues
Benefits
- Total Wellness Programs including health, dental and vision plans
- 401K program with healthy company match
- Supplemental Life Insurance
- Three weeks of vacation pay
- 10 company paid holidays
- Tuition reimbursement
- Employee Assistance Programs (EAP)
- Competitive compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
