Senior Financial Analyst
About The Position
The Senior Financial Analyst supports the Director of Financial Planning and Analysis with projects related to company profitability and reporting. The role covers monthly reporting, variance analysis, budgeting and forecasting, product margin reviews, and overall profitability. It also collaborates with Innovation on new product development to support a profitable product portfolio. The position analyzes financial information and provides recommendations for management decision-making, develops reports and insights from large datasets, monitors business and financial trends, and presents findings to executive leadership. It also manages and develops a Junior Financial Analyst and works with Pricing Analyst, Cost Accounting, Innovation, and other departments. The role follows company policies and food-safety procedures, including applicable FDA regulations, SQF Standards, and GMPs. The role is based at the World Headquarters in Milwaukie, Oregon, with a hybrid work arrangement. The primary work environment is an office setting or remote; employees may be exposed to common food allergens.
Requirements
- At least 8 years of finance or accounting experience, with a bachelor's degree in finance or accounting, or an equivalent combination of education and additional experience.
- Effective verbal and written communication skills.
- Effective problem-solving skills.
- Ability to work effectively with a team using direct communication, respect, creativity, and emotional intelligence.
- Ability to stay organized and meet deadlines.
- Strong attention to detail.
- Ability to balance multiple needs and priorities.
- Ability to collaborate with all departments and staff.
- Ability to self-motivate and make decisions proactively.
- Ability to adapt to changes, problems, and shifting priorities.
- Skill in analyzing and interpreting data to provide actionable insights.
- Proficiency with Microsoft 365, including Word, Excel, PowerPoint, and Outlook.
- Ability to use advanced Excel functions, including formulas, pivot tables, and graphs.
- Ability to work independently and collaboratively.
- In-depth understanding of GAAP and best practices.
- Professional proficiency in English, including the ability to read, understand, and communicate information effectively.
- Demonstrates Respect, Teamwork, Accountability, and Determination.
Nice To Haves
- Proficiency with ERP and supporting software; Microsoft Dynamics 365 preferred.
- Proficiency with Prophix or similar programs.
- Skill with business intelligence tools, including data warehouses, visualization tools, and relational database systems.
- Knowledge of consumer packaged goods accounting needs.
- Knowledge of new product development and Stage-Gate processes.
Responsibilities
- Analyze complex financial information and provide accurate, timely results and recommendations to management for decision-making.
- Manage and develop a Junior Financial Analyst, identify growth opportunities, and manage performance.
- Review customer and product margins and produce and monitor sales KPIs.
- Partner with Innovation on new product development, pricing, margin analyses, and product profitability.
- Collaborate with the Pricing Analyst and Cost Accounting functions.
- Review pricing strategies for alignment with the overall pricing strategy.
- Assist with the annual budget, quarterly forecast estimates, and departmental budget-to-actual and forecast-to-actual variance analysis.
- Help develop reports using large datasets and translate results into meaningful metrics and insights.
- Monitor data to identify changes in financial and business trends.
- Assess current reporting capabilities and identify opportunities for improvement.
- Review reports and data for completeness, accuracy, and reasonableness and raise issues.
- Present findings and financial performance to executive leadership.
- Work as part of a team to help meet monthly goals.
- Follow company policies and procedures and operate equipment safely and in a food-safe manner.
- Comply with food-safety policies and procedures, including FDA regulations, SQF Standards, and GMPs.
- Report food-safety and quality concerns to supervisors and/or the department manager.
- Perform other duties and tasks as assigned.
Benefits
- Medical, dental, and vision insurance.
- 401(k).
- Profit-sharing program.
- Employee Stock Ownership Program (ESOP).
- Paid holidays and vacation.
- Employee Assistance Program, including counseling, legal issue support, and financial guidance.
- Tuition reimbursement.
- Childcare discounts.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
