Senior Financial Analyst

Ultipro; Prattville (AL); On-site; USD 80,000 - 85,000; Full time

Job summary

Ultipro is seeking a senior finance professional to lead cross-functional performance analysis and prepare executive-level reports in a fast-paced manufacturing environment. You will partner with the executive team to validate strategic initiatives and drive the long-term plan, while maturing the SIOP process and improving forecasting accuracy.

You will develop financial models, oversee budgeting and reporting, and collaborate with business functions to deliver actionable insights that influence

Qualifications

• 5+ years of professional experience in commercial or corporate finance.
• Manufacturing or industrial background highly preferred.
• Advanced financial modeling and valuation experience preferred.
• Strong analytical foundation with ability to translate data into recommendations.
• Clear communication and presentation skills.

Responsibilities

• Lead business performance analysis across multiple business units and present recommendations to executive leadership.
• Own and lead preparation of executive and Board-level reporting packages and presentations.
• Collaborate with business functions to track KPIs and actionable metrics.
• Support annual plans, forecasts, and long-term strategic planning; prepare executive-ready materials.
• Validate and influence Plan and Forecast assumptions; review financial statements.
• Lead analysis of industry trends and benchmark plans against indicators to inform strategy.
• Establish best practices for forecasting, budgeting, and financial reporting.
• Partner with the executive team to validate strategic initiatives and long-term plan.
• Engage with commercial/operations teams to mature SIOP process; track forecast accuracy.
• Develop and maintain financial models to evaluate businesses and investments.
• Lead working capital and cash flow optimization initiatives.
• Identify opportunities to automate reporting for efficiency.
• Collaborate on project analyses and capital investments; support strategy execution.
• Provide ad hoc reporting to improve profitability and efficiency.

Skills

Financial modeling

Forecasting

Cross-functional collaboration

Executive reporting

Analytical thinking

Education

Bachelor's degree in Finance or related field

MBA / CPA / CMA or equivalent preferred

Tools

Microsoft Office

OneStream

Power BI

Power Platform

Microsoft D365

Salesforce

Job description

• On-site


• Travel Required : No


• Pay or shift range: $80,000 USD to $85,000 USD The expected range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons.


• Finance


• Full-Time


• Requisition #: SENIO013598

Description

Responsibilities

• Lead business performance analysis across multiple business units and present recommendations to executive leadership.


• Own and lead preparation of executive and Board-level reporting packages and presentations.


• Collaborate with business functions to track commercial and operational KPIs and actionable metrics.


• Support the annual Plan, monthly and quarterly Forecasts, and long-term Strategic Planning processes; prepare executive-ready materials.


• Validate and influence Plan and Forecast assumptions and review financial statements to help business functions build more accurate forecasts.


• Lead analyzing industry trends and benchmark business Plans/Forecasts against key macro and micro indicators to inform strategy and decision-making.


• Establish best practices for forecasting, budgeting, and financial reporting.


• Partner with the business executive team to validate strategic plan initiatives and financials; assist in developing the business long-term plan.


• Engage with the commercial and operations teams to mature the Sales, Inventory, and Operations Planning (\"SIOP\") process; provide ongoing support and track forecast accuracy.


• Analyze and data-mine reported information related to specific commercial and operational initiatives.


• Develop and maintain financial models to evaluate businesses, capital investments, and alternative business decisions.


• Lead working capital and cash flow optimization initiatives.


• Collaborate with functional leaders on business project analysis and capital investments.


• Identify opportunities to automate reporting processes for more efficient use of data.


• Work with the business executive team and functional leadership to validate key commercial and operational initiatives and strategy execution through financial outcomes.


• Serve as a resource to the overall business on any commercial and operational analysis and forecast work as required to improve operational efficiency and profitability and drive development and enhancement of required standardized and ad hoc reporting to support those objectives.

Authorities

• Approval authority as outlined in the Kinedyne, ASG and Heico Approval matrix.


• Bachelor’s degree in Finance, Accounting or a related field.


• MBA, CPA, CMA, or other advanced financial certification preferred.


• Advanced financial modeling and valuation experience preferred.


• Proficient in Microsoft Office (Word, Excel, PowerPoint, and Teams).


• Experience with OneStream and exposure to Power Platform (Power BI, Power Apps, and Power Automate) preferred.


• Experience working in ERP and CRM systems, Microsoft D365 and Salesforce preferred.


• Strong analytical foundation with ability to learn and apply financial concepts quickly.


• Clear communication and presentation skills.


• Ability to balance multiple projects with overlapping timelines and deliverables.


• Eager to learn, adaptable, and motivated to grow beyond traditional role boundaries.


• Demonstrated ability to influence decision-making at multiple organizational levels.


• Strong business acumen with the ability to translate financial data into strategic recommendations.


• Exceptional presentation and executive communication skills.


• Proven experience leading cross-functional projects and driving business initiatives.

Minimum Experience Requirements

• 5+ years of professional experience in commercial finance or corporate finance.


• Manufacturing or industrial background is highly preferred.


• Experience working in team environments.


• Experience working with multinational corporations is a plus.


• Experience developing complex financial models and business cases for capital investments and strategic initiatives.

Travel Required

No .

Education

Required

Bachelor's or better in Finance or related field.

Experience

Required

5 years: Commercial or corporate finance

Preferred

Manufacturing or industrial experience highly preferred.

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.