Sr. Financial Analyst - Margin Forecast

Supermicro•San Jose, CA

About The Position

We are seeking a Senior Financial Analyst to join the FP&A team with a primary focus on gross margin analysis, forecasting, and business decision support. This role will develop and maintain gross margin forecasts by integrating quotation data, sales and backlog information, product costs, and accounting actuals. The ideal candidate has strong analytical and financial modeling skills, a solid understanding of gross margin and cost drivers, and the ability to work with large and complex data sets. This is a high-visibility role with significant exposure to Finance leadership and cross-functional business partners, offering the opportunity to develop a deep understanding of SMC’s products, operations, and business drivers.

Requirements

Bachelor's degree in Finance, Accounting, Economics, or a related field (Master's degree or CFA/CPA a plus).
8+ years of experience, or 5+year of experience with Master’s degree in FP&A, financial analysis, cost management, accounting, or related finance roles.
Strong analytical skills with experience working with large, complex data sets.
Advanced proficiency in Excel and experience with financial systems or reporting tools; SAP experience preferred.
Solid understanding of gross margin, financial statements, variance analysis, and product costing; experience with quotation or pricing analysis is a plus.
Strong business partnering and communication skills; manufacturing industry experience preferred.

Responsibilities

Develop and maintain a comprehensive understanding of SMC’s products, production processes, and cost structure to identify key drivers of gross margin performance.
Develop and maintain quotation-based gross margin analysis and forecasting, integrating quotation, backlog, sales forecast, product cost, and accounting actuals.
Perform gross margin analysis across customers, products, and business segments to identify key trends, risks, and opportunities.
Partner with Sales, Production, Supply Chain, Cost Accounting, and other organizations to validate forecast assumptions and provide actionable financial insights.
Establish dynamic reporting structures covering quotation, forecast, actual, and variance analysis to improve gross margin visibility and forecast accuracy.
Create informative dashboards and management reports to communicate gross margin trends, forecast changes, and key business drivers.
Apply strong data management and analytical skills to manage large data sets, improve forecasting processes, and support ad hoc business analysis.