Sr. Financial Analyst

Lantronix • Plymouth, MN

2d • $0 - $90,000 • Hybrid

About The Position

The Senior Financial Analyst will lead financial planning and analysis activities that support strategic decision-making across the organization. The role prepares financial reports, forecasts, budgets, and performance analyses, and partners with leaders across departments to support business performance and profitability. The analyst works with leaders in operations, sales, engineering, marketing, and accounting to analyze financial results, identify trends, develop forecasts, and provide actionable insights supporting company growth and operational excellence.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• At least 5 years of progressive experience in financial planning and analysis (FP&A), corporate finance, accounting, or business analysis.
• Demonstrated experience supporting budgeting, forecasting, financial reporting, and performance management processes.
• Experience partnering effectively with cross-functional business leaders.
• Experience preparing management reporting packages and executive-level presentations.
• Advanced Excel modeling skills and ability to analyze large datasets.
• Strong understanding of financial statements, budgeting, forecasting techniques, and variance analysis.
• Ability to communicate complex financial information clearly to financial and non-financial stakeholders.
• Strong business partnership, analytical, and problem-solving skills.
• High attention to detail and exceptional organizational skills.
• Excellent written, verbal, and presentation communication skills.

Nice To Haves

• MBA, CPA, CMA, or related professional certification.
• Experience with ERP systems, including IFS, SAP, Oracle, or similar platforms.
• Experience with reporting and business intelligence tools such as Power BI or Tableau.
• Experience supporting manufacturing, distribution, technology, or industrial organizations.

Responsibilities

• Lead preparation and distribution of monthly financial reporting packages, including financial performance analysis, variance reporting, and key performance metrics.
• Coordinate and manage the annual budgeting process and periodic forecasting cycles with department leaders.
• Develop and maintain financial models supporting business planning, growth initiatives, and strategic decision-making.
• Analyze actual financial performance against budgets and forecasts, identifying risks, opportunities, and key business drivers.
• Partner with cross-functional leaders to translate business activities into meaningful financial insights and recommendations.
• Support executive leadership through reporting, financial presentations, and board-level analysis.
• Recommend and implement improvements to FP&A processes, tools, reporting, and forecasting methodologies.
• Provide ad hoc financial analysis, modeling, and decision-support as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior