Financial Planning & Analysis Analyst

ZipRecruiter; Germantown (MD); Hybrid; USD 70,000 - 90,000; Full time

Job summary

A leading company is seeking a Financial Analyst to develop profitability and pricing recommendations, analyze financial data, and support financial decisions. The ideal candidate will have strong analytical skills, a bachelor's degree in a relevant field, and at least 4 years of experience. This hybrid role requires effective communication and collaboration with business leaders to improve operating profit margins.

Qualifications

• At least 4 years of relevant financial analysis experience.
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.

Responsibilities

• Develop profitability and pricing recommendations.
• Monitor and update sales and margin forecasts.
• Provide financial leadership for profit margins.

Skills

Communication

Leadership

Analytical

Teamwork

Detail-oriented

Public speaking

Education

Bachelor’s degree in Business Management

Bachelor’s degree in Accounting

Bachelor’s degree in Finance

Tools

Microsoft Office Suite

ERP systems

Job description

This is a hybrid role located in Germantown, WI. All applications must be from residents of Wisconsin or local to Germantown.

Job Responsibilities

Analysis

• Develop customer and product profitability and pricing recommendations to meet ROI requirements.
• Identify and investigate significant pricing and operational issues during month-end close and reforecasting to impact margins.
• Prepare operational and financial benchmarking analyses across three plants to improve operating profit margins.
• Manage trade spending by customer, analyzing sales lift and ROI.
• Assist in sales forecasts for S&OP, collaborating with leadership for buy-in.
• Conduct regular data analysis to identify variances and communicate insights.
• Perform inventory and product activity-based costing.

Guidance

• Partner with business leaders for insights and reporting to support financial decisions.
• Monitor and update sales and margin forecasts, informing senior management of changes.
• Participate in cross-functional projects for financial planning and assessment.
• Maintain collaborative relationships and coordinate financial initiatives.

Report & Review

• Provide financial leadership to ensure profit margins and business solutions are approved.
• Develop dashboards to analyze results, monitor variances, and identify trends, including:
• Annual Operating Plan and prior performance
• Monthly reporting for food and beverage units
• Sales presentations, forecasts, pipelines, and customer P&Ls
• Weekly and monthly dashboards and metrics

• Assist with special projects and month-end closing processes.

Other

• Manufacturing experience is required.
• Participate in educational opportunities to maintain knowledge.
• Maintain confidentiality of financial information.
• Ensure compliance with quality, safety, and regulatory standards.
• Perform other duties as assigned.

Minimum Qualifications

• At least 4 years of relevant financial analysis experience.
• CPA certification is not required.
• Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
• Bachelor’s degree in Business Management, Accounting, Finance, or related field.
• Excellent communication, leadership, and presentation skills.
• Strong analytical, teamwork, and detail-oriented skills.
• Self-motivated and results-driven.
• Effective public speaking skills.
• Proficiency with ERP, financial systems, and sales databases.
• Positive attitude, goal-oriented, and able to work independently.
• Dependable, flexible, and capable of multitasking in a fast-paced environment.