Financial Planning & Reporting Specialist

Cogent; Riverside (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Cogent, a 100% employee-owned company, seeks a Financial Planning & Reporting Specialist to deliver precise financial data, insightful analysis, and robust reporting to support strategic decisions. This on-site role in Riverside, Missouri emphasizes data analysis, automated reporting, and cross-functional collaboration with the finance team.

You will drive monthly, quarterly, and annual reporting, budgeting, and KPI dashboards while ensuring data integrity and confidentiality across finance

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• Strong understanding of data structures and relational databases.
• Ability to work with and manipulate data from multiple systems, including ERP databases and complex data structures.
• Strong organizational skills with exceptional attention to detail and ability to meet strict deadlines.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot tables).

Responsibilities

• Prepare, analyze, and present timely monthly, quarterly, and annual financial reports.
• Conduct business case analysis to support strategic initiatives and capital investment decisions.
• Prepare board-level materials and executive presentations, translating complex financial data into actionable insights for leadership.
• Develop and maintain the company’s rolling 12-month budget and planning model, ensuring accuracy and alignment with strategic goals.
• Develop and maintain automated financial reporting dashboards and models to track KPIs.
• Collaborate with cross-functional departments to provide variance analysis and operational insights.
• Identify process improvements within financial reporting systems to drive efficiency.
• Maintain documentation and data integrity for financial systems and reporting tools.
• Protect operations by keeping financial information and strategic plans confidential.

Skills

Excel (advanced)

Relational databases

ERP databases

Data manipulation

Attention to detail

Deadline-driven

Education

Bachelor's degree in Finance, Accounting, or related field

Tools

ERP systems

Job description

Are you ready to make a meaningful impact with a company that values ownership, innovation, and service? At Cogent, a 100% employee-owned company, we provide creative and innovative fluid processing solutions that power essential infrastructure across the Midwest.

We are seeking a detail-oriented and technically savvy Financial Planning & Reporting Specialist to support our finance team. In this role, you will play a vital part in delivering accurate financial data, insightful analysis, and robust reporting to support strategic decision-making. You won’t just be crunching numbers; you’ll be contributing to the financial health and long-term success of our organization. This position will work on-site at our Riverside, Missouri location.

What You’ll Do

As a Financial Planning & Reporting Specialist, your focus will be on driving financial clarity through precise data analysis, automated reporting, and proactive communication.

Key Responsibilities:

• Prepare, analyze, and present timely monthly, quarterly, and annual financial reports.
• Conduct business case analysis to support strategic initiatives and capital investment decisions.
• Prepare board-level materials and executive presentations, translating complex financial data into actionable insights for leadership.
• Develop and maintain the company’s rolling 12-month budget and planning model, ensuring accuracy and alignment with strategic goals.
• Develop and maintain automated financial reporting dashboards and models to track key performance indicators (KPIs).
• Collaborate with cross-functional departments to provide variance analysis and operational insights.
• Identify process improvements within financial reporting systems to drive efficiency.
• Maintain documentation and data integrity for financial systems and reporting tools.
• Protect operations by keeping financial information and strategic plans confidential.

Skills & Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, or a related field.
• Strong understanding of data structures and relational databases, including the ability to understand how data is organized.
• Ability to work with and manipulate data from multiple systems, including experience working with ERP databases and complex data structures.
• Strong organizational skills with exceptional attention to detail and ability to meet strict deadlines.
• Advanced proficiency in Microsoft Excel (financial modeling, pivot