Sr. Financial Analyst

Synergy Flavors•Wauconda, IL

10d•Hybrid

About The Position

The Senior Financial Analyst position will be responsible for financial forecasting and modeling, budgeting, variance analysis, management reporting, business partnering, and scenario planning. This role involves designing and orchestrating the annual budgeting process, leading the forecasting process, and developing long-range financial models. The analyst will prepare dashboards and presentations for executive review, conduct deep-dive analyses, and act as a strategic advisor to business units. Responsibilities also include market research, process optimization, formulating financial and strategic plans, utilizing BI tools, analyzing customer activities, and preparing business cases. The role is in the Finance/Accounting department and reports to the Controller.

Requirements

Financial forecasting and modeling
Budgeting
Variance analysis
Management reporting
Business partnering
Scenario planning
Proficiency in BI tools

Responsibilities

Design and orchestrate the annual budgeting process.
Collaborate with department heads to understand their operational needs, review headcount plans, and align resource allocations with strategic goals.
Lead the forecasting process by partnering with senior leaders and department heads.
Update forecasts to reflect shifting economic conditions and market trends.
Develop dynamic, long-range financial models to project the income statement, balance sheet, and cash flow.
Prepare clear, visually appealing dashboards and presentation materials for executive review and Board meetings.
Conduct deep-dive analyses comparing actual financial results against budgets and forecasts.
Investigate root causes and prepare commentary to explain performance gaps to senior leadership.
Act as a strategic advisor to various business units.
Help non-finance stakeholders interpret their department’s financial data, track key performance indicators (KPIs), and identify cost-savings or revenue-enhancing opportunities.
Perform “what-if” analyses to evaluate the financial impact of potential new initiatives, pricing changes, or supply chain shifts before implementation.
Deliver competitor analysis, market trends and associated commentary to the leadership team.
Review existing processes and procedures to develop recommendations for improvement efforts.
Work closely with leadership to formulate the business’s short, medium, and long term financial and strategic plan.
Utilize BI tools to deliver meaningful insights into business performance.
Provide detailed analysis and commentary on customer activities (new wins, losses, product life cycle).
Prepare business cases to support new investment, strategic plans and other business decisions.
Identify the risks and opportunities in the business’s outlook.
Other duties as assigned.