Senior Financial Analyst

WAGNER Group•Plymouth, MN

1d•$90,000 - $125,000•Hybrid

About The Position

Responsible for facilitating the financial information needs of Wagner through financial & sales analysis, financial reporting & forecasting and managing sales rebates, discounts and commission programs. Supports or leads monthly and annual finance department activities including month-end close, monthly rolling forecasts, target rolling forecasts and annual audit activities.

Requirements

Bachelor’s degree in accounting, finance, or related field required.
5+ years of related experience, including experience in a consumer products (CPG) environment, or an equivalent combination of education, training, and experience as determined by the hiring manager and Human Resources.
Advanced MS Office skills: Excel, PowerPoint & Word required.
Knowledge of general accounting procedures, controls, and how they affect business.
Professional, business driven mentality with the ability to communicate and interact with all levels of the organization.

Nice To Haves

Experience with SAP preferred, experience with a comparable ERP platform required.
Familiarity with manufacturing operations, standard costs, production variances and related financial processes.
CPA and/or CMA preferred but not required.
Experience with SAP BI, SAP Analytics Cloud, Power BI a plus.
Experience or training related to the use of AI as a finance and controlling process improvement and efficiency tool a plus.

Responsibilities

Create detailed analysis of business-critical profit and loss statements (P&L’s), sales, pricing and margin areas.
Partner with Vice Presidents (VP’s) to allocate expenses, model sales, cost of sales (COS), returns and discounts for P&L’s.
Develop methodology for allocation of other expenses and create other special reporting and analysis as required.
Apply strong analytical and financial modeling skills to develop tools and extract insights from SAP and Excel-based datasets.
Partner with Operations Analyst as necessary to analyze manufacturing variances and changes to standard costs.
Work with the VP of Finance, President, Sales and other VPs to develop and update the target and monthly rolling forecast.
Model and analyze key accounts, working with sales, VP of Finance and others to create key assumptions.
Detailed analysis/reporting for the target rolling forecast presentation and inputting of target and monthly forecast updates into SAP.
Model sales, cost of sales, discounts, returns, commission and other expenses and incorporate changes to the forecast.
Evaluate ROI and payback for capital projects and make/buy decisions, including impacts on absorption, cash flow, margin, and inventory.
Produce forecast reporting and analysis of variances as necessary.
Drive continuous improvement of controlling processes to enhance timeliness, accuracy, and efficiency.
Tracks sales, calculate commission amounts, tracks changes to sales representative (reps) agreement and commission rates.
Gathers data from outside sources, provides detailed support to reps, answers rep questions and ensures accurate accruals are recorded each month.
Work with payroll and accounts payable to complete payments to reps.
Manage the financial tracking of customer discount, rebate, Co-op & consignment programs across all US companies.
Analyze customer agreements, track sales, calculate discount, rebate, or co-op amounts.
Partner with AR and sales reps to manage credits, resolve discrepancies, and answer questions.
Manage the monthly financial reporting and rolling forecasting processes for both local/internal and global Wagner Group requirements.
Performs analysis of key GL accounts ensuring accounts have accurate balances.
Make necessary adjustments and accruals during close periods, ensuring adequate reserves.
Research forecast deviations and transactional errors, determine root causes with appropriate partners, and implement corrective actions.
Prepares various work papers for year-end audit, along with reviewing work papers and reconciliations as required.
Serve as trusted partner to select VP’s/Directors leaders and cost center owners to facilitate the management of their departments.
Produce and develop management reporting linked to key financial measures.
Support monthly, quarterly and annual management meetings and reporting requirements.
Gather data, generate specific reporting, explain variance and create ad hoc reporting as necessary for executive management.
Partner with Operations Analyst to deliver and improve upon reporting and KPIs related to manufacturing variances items including productivity, scrap, work order variances, PPV, and others.
Provide detailed analysis, guidance and recommendations on monthly results and forecasts.
Perform special projects and other duties as needed, including mutually agreed upon objectives.