Financial Analyst

Connect Search, LLC; Wawasee Village (IN); On-site; USD 100,000 - 115,000; Full time

Job summary

Connect Search, LLC is partnering with an established industrial organization seeking a Financial Analyst to join the finance team and provide analytical support across FP&A, management reporting, and operational finance.

The role offers broad exposure to forecasting, budgeting, modeling, performance analysis, and business decision support, with onsite work in Valparaiso, IN and some travel between locations.

Qualifications

• Previous financial analysis, FP&A, corporate finance, accounting, or related analytical experience preferred
• Strong financial modeling and analytical capabilities
• Advanced Microsoft Excel skills and comfort working with large datasets
• Ability to interpret financial information and identify meaningful trends and variances
• Comfortable developing forecasts, budgets, and other forward‑looking analyses
• Experience preparing management reporting, financial projections, or business‑performance analysis is beneficial
• Experience with ERP, financial reporting, consolidation, or business‑intelligence systems preferred
• Ability to learn new financial systems and work with information from multiple data sources
• Strong problem‑solving skills and ability to develop practical recommendations from financial analysis

Responsibilities

• Support financial planning and analysis activities across multiple areas of the organization
• Prepare and maintain financial forecasts and other forward‑looking analyses
• Develop financial models to evaluate business performance and different operating scenarios
• Produce recurring management reporting and financial analysis
• Compare actual financial results against budgets, forecasts, and prior periods
• Investigate significant variances and help identify the business factors contributing to performance
• Analyze financial and operational trends and communicate meaningful findings to management
• Identify potential risks, opportunities, and areas requiring additional analysis
• Assist with annual budgeting and planning activities
• Gather financial and operational assumptions from business stakeholders and incorporate them into financial projections
• Monitor key financial and operational performance indicators
• Prepare presentations and supporting analysis for management
• Develop and enhance reports within the company's financial systems
• Work with information from multiple data sources to support financial analysis and reporting
• Help improve the consistency, accuracy, and efficiency of recurring finance processes
• Identify opportunities to reduce manual reporting and improve existing analytical tools
• Maintain documentation supporting recurring financial processes and reporting activities
• Respond to ad‑hoc analytical requests from finance leadership and other business stakeholders
• Partner with operational teams to better understand the activities driving financial performance
• Develop familiarity with the organization's operating locations and underlying business processes
• Support additional finance and analytical initiatives as business needs evolve

Skills

Financial modeling

Excel

Large datasets

Analytical skills

Forecasting

Management reporting

Learning new systems

Education

Bachelor's degree

Tools

ERP

Job description

Our client is an established organization operating within the industrial sector with a network of operating locations throughout the region. The company is seeking a Financial Analyst to join its finance team and provide analytical support across multiple areas of the business. This position offers broad exposure to financial planning and analysis, management reporting, operational finance, and business decision support.

• Valparaiso, IN – Onsite Monday through Friday
• Some travel between company locations may be required
• $100k-115k base + 10% bonus

Why This Opportunity

• Build broad FP&A and operational finance experience within an established industrial organization
• Work closely with finance leadership and gain exposure to multiple areas of the business
• Develop experience across forecasting, budgeting, financial reporting, modeling, and performance analysis
• Gain visibility into the operational drivers behind financial results
• Partner with both finance and operational teams rather than working exclusively within corporate accounting
• Analyze business performance and help management better understand trends, variances, risks, and opportunities
• Participate in improving financial reporting and planning processes
• Gain hands‑on experience with enterprise financial and reporting systems
• Work with large datasets and develop more efficient approaches to financial analysis
• Prepare financial information and presentations used by management to evaluate business performance
• Strong opportunity for an early‑career finance professional looking to develop a well‑rounded corporate finance skill set

Position Overview

• The Financial Analyst will support finance leadership with financial planning, reporting, forecasting, and business‑performance analysis.
• This individual will work with financial and operational information from across the organization to evaluate results, understand performance drivers, and provide management with meaningful financial insight.
• The position will also contribute to the continued development of the company's financial reporting and analytical capabilities by improving recurring reports, developing financial models, and helping streamline how financial information is collected and analyzed.

Key Responsibilities

• Support financial planning and analysis activities across multiple areas of the organization
• Prepare and maintain financial forecasts and other forward‑looking analyses
• Develop financial models to evaluate business performance and different operating scenarios
• Produce recurring management reporting and financial analysis
• Compare actual financial results against budgets, forecasts, and prior periods
• Investigate significant variances and help identify the business factors contributing to performance
• Analyze financial and operational trends and communicate meaningful findings to management
• Identify potential risks, opportunities, and areas requiring additional analysis
• Assist with annual budgeting and planning activities
• Gather financial and operational assumptions from business stakeholders and incorporate them into financial projections
• Monitor key financial and operational performance indicators
• Prepare presentations and supporting analysis for management
• Develop and enhance reports within the company's financial systems
• Work with information from multiple data sources to support financial analysis and reporting
• Help improve the consistency, accuracy, and efficiency of recurring finance processes
• Identify opportunities to reduce manual reporting and improve existing analytical tools
• Maintain documentation supporting recurring financial processes and reporting activities
• Respond to ad‑hoc analytical requests from finance leadership and other business stakeholders
• Partner with operational teams to better understand the activities driving financial performance
• Develop familiarity with the organization's operating locations and underlying business processes
• Support additional finance and analytical initiatives as business needs evolve

Qualifications

• Bachelor's degree required, preferably in Finance, Accounting, Economics, Mathematics, Business, Engineering, or another analytical discipline
• Previous financial analysis, FP&A, corporate finance, accounting, or related analytical experience preferred
• Strong financial modeling and analytical capabilities
• Advanced Microsoft Excel skills and comfort working with large datasets
• Ability to interpret financial information and identify meaningful trends and variances
• Comfortable developing forecasts, budgets, and other forward‑looking analyses
• Experience preparing management reporting, financial projections, or business‑performance analysis is beneficial
• Experience with ERP, financial reporting, consolidation, or business‑intelligence systems preferred
• Ability to learn new financial systems and work with information from multiple data sources
• Strong problem‑solving skills and ability to develop practical recommendations from financial analysis