Financial Planning & Analysis Manager

OSI Group; Aurora (IL); On-site; USD 75,000 - 95,000; Full time

Job summary

A leading company in the food industry is seeking a Financial Analyst to provide financial support for operational and strategic objectives in North America. The role involves budgeting, forecasting, and financial analysis, requiring strong collaboration with various functional areas. The ideal candidate will have a background in finance or accounting and experience in a manufacturing environment.

Qualifications

• 5-10 years of relevant experience preferred.
• Experience in financial statement analysis and variance analysis.

Responsibilities

• Lead the planning and completion of the company's annual Budget process.
• Analyze actual results and forecasts to understand business trends.
• Collaborate with operations to ensure FP&A alignment.

Skills

Financial Analysis

Data Analysis

Budgeting

Forecasting

Communication

Education

BA/BS in Accounting or Finance

Tools

SAP

Power BI

Microsoft Office Suite

Job description

Position Summary:

This role is responsible for providing financial support to operational, strategic, and financial objectives for North America. The role includes aspects that include clearly defined timeframes and accountabilities as well as ad hoc requests from leadership. Serve as a key partner to several functional areas with Financial Reporting, Budgeting, and Financial Planning responsibilities.

Responsibilities:

1. Lead the planning, preparation, and completion of the company's annual Budget process.
2. Analyze actual results and forecasts to understand business trends, perform segment financial analysis on key business metrics and financial drivers, and lead a global team.
3. Drive budgeting, forecasting, business analysis, reporting, process improvement, and simplification. Prepare management reviews with monthly financial performance reports.
4. Lead key forecasting and planning cycles, including monthly and quarterly analysis and reporting.
5. Collaborate with operations and functional teams to ensure FP&A alignment with objectives, providing analysis and ad hoc reports.
6. Analyze complex data sets, communicate insights, and develop concise commentary on financial results.
7. Perform monthly financial analysis for each business segment and support the development of presentation materials for executive meetings.
8. Lead process improvements within FP&A and Finance teams and prepare special studies or ad hoc analyses as needed.
9. Maintain and map data for accurate financial reporting through the global system.
10. Enhance the use of financial systems and reporting tools (e.g., SAP, Onestream, Power BI) to improve data integrity and reporting efficiency.
11. Ensure understanding and practice of safety procedures, adhering to policies and regulations.
12. Perform other duties as assigned.

Experience & Skills:

• 5-10 years of relevant experience preferred.
• Proficiency in Microsoft Office Suite and ERP systems; experience with Power BI or similar tools is preferred.
• Experience must include financial statement analysis, variance analysis, project management, and presenting financial information to management.

Education:

• BA/BS or equivalent preferred, in accounting, finance, or a related field.

Additional Requirements:

• Experience within a manufacturing environment is preferred.
• Work is generally performed in an office environment, with standard equipment.
• No domestic travel required.
• Physical ability to lift up to 15 pounds and perform related physical activities may be required.

Qualifications, Skills, Behaviors, Motivations, Licenses & Certifications:

Details are to be provided or specified further as needed.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Applicants will be notified of their rights under federal employment laws. Please review the 'Know Your Rights' notice from the Department of Labor.